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  2. TXNM ENERGY, INC.
Sponsor portfolioTH

TXNM ENERGY, INC.

EIN 85-0468296-utilities-Latest filing 2024
Plans
10
Retirement
2
$1.21B assets
Welfare
8
$9.8M premiums
Participants
16,757
414 SILVER AVENUE SW - ALBUQUERQUE, NM 871022340505-241-2700LinkedIn1-10 employeesutilities
Plans on this EIN
10 filings
#005401k-$826.6M - 2,791 part#001TraditionalDB-$379.8M - 2,868 part#604Mixed-$5.1M - 1,826 lives#603Mixed-$3.0M - 3,576 lives#605Fully Insured-$1.0M - 1,591 lives#602Fully Insured-$704K - 1,987 lives#607Self Funded-0 lives#608Self Funded-0 lives#609Self Funded-0 lives#610Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $1.21B assets / 5,659 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • INC. RETIREMENT Savings (#005)69%
  • EMPLOYEES' RETIREMENT PLAN (#001)31%
Total $1.21BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
69%top
  • THE VANGUARD GROUP, INC.69%
  • (Not disclosed)31%
Total $1.21BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEES' RETIREMENT PLAN (#001)2,868
  • INC. RETIREMENT Savings (#005)2,791
Total 5,659Click row to drill in

Benefits portfolio analytics

8 plans / $9.8M premiums / 8,980 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$4.8M
  • Stop-loss$2.9M
  • Long-term disability$996K
  • Life$650K
  • Vision$506K
Total $9.8M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
48%top
  • HARTFORD LIFE AND ACCIDENT48%
  • RELIASTAR LIFE INSURANCE COMPANY29%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA17%
  • VISION SERVICE PLAN5%
Total $9.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • AON CONSULTING INC98%
  • WEB TPA1%
  • THE PARTNERS GROUP1%
  • IMG0%
Total $88K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#005

TXNM ENERGY, INC. RETIREMENT SAVINGS PLAN

401k

Assets$826.6M
Participants2,791
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PNM RESOURCES INC. EMPLOYEES' RETIREMENT PLAN

TraditionalDB

Assets$379.8M
Participants2,868
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#604

PNM RESOURCES, INC. COMPREHENSIVE RETIREE HEALTH PLAN

Mixed - HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY

Premiums$5.1M
Covered lives1,826
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#603

PNM RESOURCES, INC. COMPREHENSIVE HEALTH PLAN

Mixed - RELIASTAR LIFE INSURANCE COMPANY

Premiums$3.0M
Covered lives3,576
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#605

PNM RESOURCES, INC. SUPPLEMENTAL BENEFITS PLAN

Fully Insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$1.0M
Covered lives1,591
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#602

PNM RESOURCES, INC. BENEFITS MY WAY PLAN

Fully Insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$704K
Covered lives1,987
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#607

PNM RESOURCES, INC. NON-UNION SEVERANCE PAY PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#608

PNM RESOURCES, INC. EMPLOYEE RETENTION PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#609

PNM RESOURCES INC. UNION SEVERANCE PAY PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#610

PNM RESOURCES, INC. SHORT-TERM ILLNESS/INJURY PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
005TXNM ENERGY, INC. RETIREMENT SAVINGS PLAN401k$826.6M2,7912024
001PNM RESOURCES INC. EMPLOYEES' RETIREMENT PLANTraditionalDB$379.8M2,8682024

Welfare plans8

Plan #NameFundingCarrierPremiumsCoveredLatest year
604PNM RESOURCES, INC. COMPREHENSIVE RETIREE HEALTH PLANMixedHARTFORD LIFE AND ACCIDENT INSURANCE COMPANY$5.1M1,8262024
603PNM RESOURCES, INC. COMPREHENSIVE HEALTH PLANMixedRELIASTAR LIFE INSURANCE COMPANY$3.0M3,5762024
605PNM RESOURCES, INC. SUPPLEMENTAL BENEFITS PLANFully InsuredPRUDENTIAL INSURANCE COMPANY OF AMERICA$1.0M1,5912024
602PNM RESOURCES, INC. BENEFITS MY WAY PLANFully InsuredPRUDENTIAL INSURANCE COMPANY OF AMERICA$704K1,9872024
607PNM RESOURCES, INC. NON-UNION SEVERANCE PAY PLANSelf Funded-$002024
608PNM RESOURCES, INC. EMPLOYEE RETENTION PLANSelf Funded-$002024
609PNM RESOURCES INC. UNION SEVERANCE PAY PLANSelf Funded-$002024
610PNM RESOURCES, INC. SHORT-TERM ILLNESS/INJURY PLANSelf Funded-$002024
Retirement plans
Welfare plans
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