New Mexico Pipe Trades Pension Trust Fund Plan B — Form 5500 plan (New Mexico Pipe Trades)
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, New Mexico Pipe Trades Pension Trust Fund Plan B is a benefit plan reported by New Mexico Pipe Trades under EIN 51-6029978 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,561 participants and $84,744,006 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- New Mexico Pipe Trades
- EIN
- 51-6029978
- Plan number
- 002
- Plan type
- 1
- Location
- Albuquerque, NM
- Latest filing year
- 2023
- Participants
- 1,561
- End-of-year plan assets
- $84,744,006
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,561 | H, C | 20250114152558NAL0020206657001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $84,744,006
- Total liabilities (EOY)
- $114,987
- Net assets (EOY)
- $84,629,019
- Net assets (BOY)
- $74,200,559
Income & contributions
- Employer contributions
- $3,018,478
- Participant contributions
- $1,823,227
- Total contributions
- $4,841,705
- Total income / additions
- $16,679,067
Expenses & distributions
- Benefits paid
- $5,642,506
- Administrative expenses
- $608,101
- Total expenses
- $6,250,607
- Net increase / (decrease)
- $10,428,460
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services | NONE | $250,023 | not reported in the loaded dataset | 2023 |
| Zenith American Solutions | NONE | $168,106 | not reported in the loaded dataset | 2023 |
| Wellesley Mgt | NONE | $67,448 | not reported in the loaded dataset | 2023 |
| Atlanta Capital Mgt | NONE | $51,962 | not reported in the loaded dataset | 2023 |
| Chubb Insurance | NONE | $17,444 | not reported in the loaded dataset | 2023 |
| Findell & Company P.C. | NONE | $16,335 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $12,304 | not reported in the loaded dataset | 2023 |
| Ryan Rapp Pacheco & Kelly Llp | NONE | $9,945 | not reported in the loaded dataset | 2023 |
| Kelley Law Group | NONE | $8,724 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for New Mexico Pipe Trades
- 2023 Form 5500 filing
- Form 5500 filings in NM
- 401(k) and benefit plan filings in Albuquerque, NM
- Ubs Financial Services — Schedule C compensation
- Zenith American Solutions — Schedule C compensation
- Wellesley Mgt — Schedule C compensation
- Atlanta Capital Mgt — Schedule C compensation
- Chubb Insurance — Schedule C compensation
- Findell & Company P.C. — Schedule C compensation
- The Segal Company — Schedule C compensation
- Ryan Rapp Pacheco & Kelly Llp — Schedule C compensation
- Kelley Law Group — Schedule C compensation