El Paso Electric Company Retiree Welfare Benefits Plan — Form 5500 plan (El Paso Electric Company)
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, El Paso Electric Company Retiree Welfare Benefits Plan is a benefit plan reported by El Paso Electric Company under EIN 74-0607870 and plan number 511. The latest loaded filing year is 2023. The filing reports 543 participants and $43,489,667 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- El Paso Electric Company
- EIN
- 74-0607870
- Plan number
- 511
- Plan type
- 2
- Location
- El Paso, TX
- Latest filing year
- 2023
- Participants
- 543
- End-of-year plan assets
- $43,489,667
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 543 | H, C | 20241014100229NAL0025879905001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,489,667
- Total liabilities (EOY)
- $486,396
- Net assets (EOY)
- $43,003,271
- Net assets (BOY)
- $40,063,023
Income & contributions
- Employer contributions
- $167,230
- Participant contributions
- $752,292
- Total contributions
- $919,522
- Total income / additions
- $6,414,939
Expenses & distributions
- Benefits paid
- $2,804,987
- Administrative expenses
- $669,704
- Total expenses
- $3,474,691
- Net increase / (decrease)
- $2,940,248
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Russell Investments Trust Company | NONE | $109,006 | not reported in the loaded dataset | 2023 |
| Blue Cross Blue Shield Of Texas | NONE | $63,081 | not reported in the loaded dataset | 2023 |
| Express Scripts | NONE | $36,880 | not reported in the loaded dataset | 2023 |
| Principal Financial Group, Inc | NONE | $12,679 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors Trust | NONE | $7,200 | not reported in the loaded dataset | 2023 |
| Income Research + Management | NONE | $455 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for El Paso Electric Company
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in El Paso, TX
- Russell Investments Trust Company — Schedule C compensation
- Blue Cross Blue Shield Of Texas — Schedule C compensation
- Express Scripts — Schedule C compensation
- Principal Financial Group, Inc — Schedule C compensation
- State Street Global Advisors Trust — Schedule C compensation
- Income Research + Management — Schedule C compensation