Back to filter
Original filing (PDF)20251107133239NAL0000747715001
KIT CARSON ELECTRIC COOPERATIVE, INC.
Form 5500
FILING_RECEIVED
KIT CARSON ELECTRIC COOPERATIVE, INC. WELFARE BENEFIT PLAN
Health & welfare plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
218
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
75
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KIT CARSON ELECTRIC COOPERATIVE, INC..
Plan sponsor
Name
KIT CARSON ELECTRIC COOPERATIVE, INC.
EIN
85-0081882
Address
118 CRUZ ALTA ROAD · TAOS, NM · 87571
Phone
(575) 758-2258
Industry
Utilitiessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-11-07
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4E · Vision
4H · Long-Term Disability
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Similar-size Utilities plans
MID-CONTINENT ENERGY CORP.
MID-CONTINENT ENERGY CORP. 401(K)
$0
POWERGEN, INC.
POWERGEN INC. RETIREMENT PLAN
$0
BADECO INC.
BADECO INC. 401(K) PLAN
$0
LANE POWER & ENERGY SOLUTIONS, INC.
LANE POWER & ENERGY SOLUTIONS, INC. 401(K) PLAN
$0
SIMPLY BLUE ENERGY US LLC
SIMPLY BLUE ENERGY US LLC
$0
SOUTHERN UTILITIES COMPANY, INC.
SOUTHERN UTILITIES COMPANY, INC. PROFIT SHARING PLAN AND TRUST
$0
Large plans in New Mexico
LAWRENCE LIVERMORE NAT'L SECURITY, LLC AND TRIAD NAT'L SECURITY, LLC
LAWRENCE LIVERMORE NAT'L SECURITY,LLC AND TRIAD NAT'L SECURITY LLC DEFINED BENEFIT PENSION PLAN GROUP TRUST
$10.2B
NATIONAL TECHNOLOGY & ENGINEERING SOLUTIONS OF SANDIA, LLC
NTESS SAVINGS AND INCOME PLAN
$7.2B · 15,950 participants
NATIONAL TECHNOLOGY & ENGINEERING SOLUTIONS OF SANDIA, LLC
NTESS RETIREMENT INCOME PLAN
$6.2B · 3,118 participants
TRIAD NATIONAL SECURITY, LLC
TRIAD DEFINED BENEFIT PENSION PLAN
$5.6B · 1,851 participants
TRIAD NATIONAL SECURITY, LLC
TRIAD DEFINED CONTRIBUTION PLANS MASTER TRUST
$3.3B
TRIAD NATIONAL SECURITY, LLC
TRIAD 401(K) RETIREMENT PLAN
$2.5B · 12,888 participants
