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Original filing (PDF)20251015122336NAL0002283811001
BHP NEW MEXICO COAL INC.
Form 5500
FILING_RECEIVED
NMC RETIREMENT PLAN
Defined-benefit pension plan
Signals · 3
56% in single holding~159 bps in Sched C fees9 service providers
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$27.0M
Net assets (EOY)
$27.0M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
90
Knocking points off
- Top holding "Party * PIMCO MFO PIMCO LONG DURATION CREDIT BOND PORT" is 56% of plan.
- 159 bps in Schedule C fees — 448% above peer band of 29 bps.
- No active participants reported but plan still holds assets.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BHP NEW MEXICO COAL INC..
Plan sponsor
Name
BHP NEW MEXICO COAL INC.
EIN
45-2485938
Address
6840 NORTH ORACLE ROAD, SUITE 100 · TUCSON, AZ · 85704
Phone
(713) 961-8500
Industry
Mining, Quarrying, Oil & Gassee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1B · Flat-dollar DB formula
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HAM, LANGSTON & BREZINA, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsOther
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHERN TRUST COMPANY | 36-1561860 | — | NONE | $80K | — |
| PACIFIC INVESTMENT MGMT COMPANY | 33-0629048 | — | NONE | $75K | — |
| AON CONSULTING, INC | 12-3957095 | — | NONE | $72K | — |
| AON INVESTMENTS USA INC | 36-3109431 | — | NONE | $68K | — |
| AON INVESTMENTS USA INC | 36-3109431 | — | NONE | $68K | — |
| HAM, LANGSTON & BREZINA, LLP | 76-0448495 | — | NONE | $25K | — |
| HAM, LANGSTON & BREZINA, LLP | 76-0448495 | — | NONE | $25K | — |
| MORGAN GARRIS, LLC | 36-4565693 | — | NONE | $8K | — |
| MORGAN GARRIS, LLC | 36-4565693 | — | NONE | $8K | — |
Investments
27 direct securities · 1 pooled fund· $26.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$26.3M
27 holdings
Common Collective Trust
$600K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Party * PIMCO MFO PIMCO LONG DURATION CREDIT BOND PORT | — | — | $18.3M | $15.0M | 55.7% | |
| United States Treasury UNITED STATES OF AMER TREAS NOTES DTD 03/31/2022 2.5% 03-31-2027 | — | — | $2.3M | $2.2M | 8.2% | |
| United States Treasury UNITED STATES TREAS NTS DTD 04-28-2023 1.25% DUE 04-15-2028 | — | — | $800K | $820K | 3.0% | |
| United States Treasury UNITED STATES TREAS 2.375% DUE 02-15-2042 REG | — | — | $1.0M | $784K | 2.9% | |
| United States Treasury UNITED STS TREAS NTS .875% | — | — | $804K | $761K | 2.8% | |
| United States Treasury UNITED STATES TREAS NTS 1.25% DUE 12-31-2026 | — | — | $799K | $754K | 2.8% | |
| United States Treasury UNITED STATES TREAS 2.25% DUE 02-15-2027 REG | — | — | $749K | $740K | 2.7% | |
| United States Treasury UNITED STATES TREAS NTS 3.875% | — | — | $706K | $685K | 2.5% | |
| NT COLLECTIVE SHORT TERM INVT FUND NORTHERN TRUST INVESTMENTS, NA · EIN 45-6138589 / PN 084 | Common Collective Trust | — | $600K | $600K | 2.2% | |
| United States Treasury UNITED STATES TREAS BDS 1.875% DUE 02-15-2041 REG | — | — | $749K | $537K | 2.0% | |
| PIMCO MFO PIMCO SHORT TERM FLOATING NAV II | — | — | $420K | $420K | 1.6% | |
| United States Treasury UNITED STATES OF AMER TREAS NOTES 1.5% DUE 01-31-2027 REG | — | — | $399K | $378K | 1.4% | |
| United States Treasury UNITED STATES TREAS BDS 2% 11-15-2041 | — | — | $507K | $336K | 1.2% | |
| United States Treasury UNITED STATES TREAS NTS 2.875% 08-15-2028 | — | — | $352K | $335K | 1.2% | |
| United States Treasury US TREASURY N/B 4.25% 08-15-2054 | — | — | $339K | $320K | 1.2% | |
| United States Treasury TSY INFL IX N/B TII 2 3/8 10/15/28 | — | — | $310K | $314K | 1.2% | |
| United States Treasury UNITED STATES OF AMER TREAS NOTES DTD 10/31/2020 .25% 10-31-2025 | — | — | $298K | $290K | 1.1% | |
| United States Treasury UNITED STATES TREAS BDS 1.375% 11-15-2040 | — | — | $425K | $266K | 1.0% | |
| United States Treasury UNITED STATES TREAS NTS .625% DUE 07-15-2032 REG | — | — | $189K | $194K | 0.7% | |
| United States Treasury UNITED STATES OF AMER TREAS BONDS 4.5% 11-15-2054 | — | — | $197K | $191K | 0.7% | |
| United States Treasury UNITED STATES OF AMER TREAS NOTES 2.25% 08-15-2027 | — | — | $167K | $160K | 0.6% | |
| United States Treasury UNITED STATES TREAS BDS 0.125% 02-15-2051 | — | — | $137K | $133K | 0.5% | |
| United States Treasury UNITED STATES TREAS BDS WIT 1 7/8 08/15/41 1.75% DUE 08-15-2041 REG | — | — | $192K | $130K | 0.5% | |
| United States Treasury UNITED STATES TREASURY 2.25% 11-15-2027 | — | — | $129K | $123K | 0.5% | |
| United States Treasury UNITED STS TREAS NTS 0.125% 07-15-2031 | — | — | $98K | $104K | 0.4% | |
| United States Treasury UNITED STATES TREAS NTS DTD 02/29/2024 4.25% 02-28-2031 | — | — | $100K | $99K | 0.4% | |
| United States Treasury UNITED STATES TREAS NTS DTD 11/15/2016 2.0% 11-15-2026 REG | — | — | $95K | $96K | 0.4% | |
| United States Treasury UNITED STATES OF AMER TREAS BONDS 1.5% 02-15-2053 | — | — | $100K | $85K | 0.3% |
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