Plan Snapshot
- Plan Sponsor: Bhp New Mexico Coal INC.
- Sponsor EIN: 452485938
- Sponsor Address: 6840 NORTH ORACLE ROAD, SUITE 100, TUCSON, AZ, 85704
- Plan Type: DB
- Total Participants: 0
- Total Assets: $27.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $27.0M | $0 | $0 |
| 2023 | 0 | $28.9M | $0 | $0 |
| 2022 | 0 | $28.7M | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| AON INVESTMENTS USA INC | Other Service Provider | $135,000 | — | $135,000 |
| NORTHERN TRUST COMPANY | Other Service Provider | $80,006 | — | $80,006 |
| PACIFIC INVESTMENT MGMT COMPANY | Other Service Provider | $75,236 | — | $75,236 |
| AON CONSULTING, INC | Other Service Provider | $72,268 | — | $72,268 |
| HAM, LANGSTON & BREZINA, LLP | Auditor | $50,820 | — | $50,820 |
| MORGAN GARRIS, LLC | Recordkeeper | $15,000 | — | $15,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HAM, LANGSTON & BREZINA, LLP — Auditor
- MORGAN GARRIS, LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $428,330
- Estimated Expense Ratio: 1.588% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $346,101 | $93,417 | $172,678 | — | — |
| 2023 | $293,129 | $92,454 | $120,974 | — | — |
| 2022 | $196,676 | $38,306 | — | — | $142,266 |