New Mexico Electricians Retirement Benefit Fund — Form 5500 plan (New Mexico Electricians Retirement Benefit Fund)
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 Electricians Retirement Benefit Fund is a benefit plan reported by New Mexico Electricians Retirement Benefit Fund under EIN 51-6105542 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,631 participants and $214,692,407 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- New Mexico Electricians Retirement Benefit Fund
- EIN
- 51-6105542
- Plan number
- 001
- Plan type
- 1
- Location
- Albuquerque, NM
- Latest filing year
- 2023
- Participants
- 2,631
- End-of-year plan assets
- $214,692,407
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,631 | H, C | 20241002112404NAL0014865200001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $214,692,407
- Total liabilities (EOY)
- $19,643
- Net assets (EOY)
- $214,672,764
- Net assets (BOY)
- $182,517,063
Income & contributions
- Employer contributions
- $12,547,173
- Participant contributions
- $2,240,661
- Total contributions
- $14,889,999
- Total income / additions
- $41,943,053
Expenses & distributions
- Benefits paid
- $9,193,426
- Administrative expenses
- $593,926
- Total expenses
- $9,787,352
- Net increase / (decrease)
- $32,155,701
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bok Financial | NONE | $264,335 | not reported in the loaded dataset | 2023 |
| Ulrich Consulting Group | NONE | $107,688 | not reported in the loaded dataset | 2023 |
| Southwest Service Administrators | NONE | $90,782 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | NONE | $51,369 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $17,720 | not reported in the loaded dataset | 2023 |
| Baldwin Moffitt Behm Llp | NONE | $16,756 | not reported in the loaded dataset | 2023 |
| Law Office Of Justin Lesky | NONE | $14,423 | not reported in the loaded dataset | 2023 |
| Ryan Rapp Pacheco & Kelly | NONE | $13,807 | not reported in the loaded dataset | 2023 |
| Letterstream | NONE | $7,543 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for New Mexico Electricians Retirement Benefit Fund
- 2023 Form 5500 filing
- Form 5500 filings in NM
- 401(k) and benefit plan filings in Albuquerque, NM
- Bok Financial — Schedule C compensation
- Ulrich Consulting Group — Schedule C compensation
- Southwest Service Administrators — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation
- The Segal Company — Schedule C compensation
- Baldwin Moffitt Behm Llp — Schedule C compensation
- Law Office Of Justin Lesky — Schedule C compensation
- Ryan Rapp Pacheco & Kelly — Schedule C compensation
- Letterstream — Schedule C compensation