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Original filing (PDF)20250925170447NAL0003660083003

TXNM ENERGY, INC.

Form 5500
FILING_RECEIVED
PNM RESOURCES, INC. COMPREHENSIVE HEALTH PLAN
Health & welfare plan
Signals · 1
No recordkeeper disclosed
Active participants
1,695
Accounts w/ balance
Plan assets (EOY)
Net assets (EOY)
-$2.1M
Plan health score (directional)
87
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
  • 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 TXNM ENERGY, INC..
Plan sponsor
Name
TXNM ENERGY, INC.
EIN
85-0468296
Address
414 SILVER AVENUE SW · ALBUQUERQUE, NM · 87102
Phone
(505) 241-2700
Industry
Utilitiessee all
Plan administrator
Name
TXNM ENERGY BENEFITS GOVERNANCE COMMITTEE
EIN
85-0352963
City
ALBUQUERQUE, NM
Phone
(505) 241-2700
Plan characteristics
Plan number
603
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-25
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4E · Vision
4Q · Other
Audit & trust (Schedule H)
Auditor
BAKER TILLY US
Trustee / custodian
Trustee phone

Service providers (Schedule C)

5 rows
Other
5
NameEINLocationRelationDirect compIndirect comp
BCBSCHICAGO, ILN/A$603K
EXPRESS SCRIPTS45-2884094N/A$359K
PRESBYTERIANALBUQUERQUE, NMN/A$339K
RELIASTAR41-0451140N/A$196K
DELTA DENTAL PLAN OF NM85-0224562N/A$85K

Investments

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.