Nmc Retirement Plan — Form 5500 plan (Bhp New Mexico Coal Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Nmc Retirement Plan is a benefit plan reported by Bhp New Mexico Coal Inc. under EIN 45-2485938 and plan number 003. The latest loaded filing year is 2023. The filing reports 180 participants and $28,851,072 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bhp New Mexico Coal Inc.
- EIN
- 45-2485938
- Plan number
- 003
- Plan type
- 2
- Location
- Tucson, AZ
- Latest filing year
- 2023
- Participants
- 180
- End-of-year plan assets
- $28,851,072
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 180 | H, C | 20241015164911NAL0029166273001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,851,072
- Total liabilities (EOY)
- $4,862
- Net assets (EOY)
- $28,846,210
- Net assets (BOY)
- $28,743,169
Income & contributions
- Employer contributions
- $0
- Total contributions
- $0
- Total income / additions
- $2,087,169
Expenses & distributions
- Benefits paid
- $1,690,999
- Administrative expenses
- $293,129
- Total expenses
- $1,984,128
- Net increase / (decrease)
- $103,041
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northern Trust Company | NONE | $79,701 | $0 | 2023 |
| Aon Hewitt Investment Consulting | NONE | $76,604 | not reported in the loaded dataset | 2023 |
| Pacific Investment Mgmt Company | NONE | $75,175 | not reported in the loaded dataset | 2023 |
| Ham, Langston & Brezina, Llp | NONE | $28,840 | not reported in the loaded dataset | 2023 |
| Morgan Garris, LLC | NONE | $15,530 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bhp New Mexico Coal Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Tucson, AZ
- Northern Trust Company — Schedule C compensation
- Aon Hewitt Investment Consulting — Schedule C compensation
- Pacific Investment Mgmt Company — Schedule C compensation
- Ham, Langston & Brezina, Llp — Schedule C compensation
- Morgan Garris, LLC — Schedule C compensation