2025-04-16T00:45:01-05:00 2024-06-30 135565207 KPMG LLP 550 SOUTH HOPE STREET SUITE 1500 LOS ANGELES CA 90071 990 2023-07-01 320419302 UNIVERSITY OF NEW MEXICO RETIREE WELFARE BENEFIT TRUST UNIV 5052775111 UNIV OF NEW MEXICO SCHOLES HALL 2 ALBUQUERQUE NM 871310001 GEORGE C WALLS CPA ASSISTANT VICE PRESIDENT 5052775111 2025-04-14 1 0 DAVID M HIGHFILL P01517891 2139724000 2025-04-15 2023 2025-03-06 01:10:19Z NORMA ALLEN 1 UNM MSC01 1300 ALBUQUERQUE NM 871310001 71580960 0 X WWW.UNM.EDU X 2013 NM THE PURPOSE OF THE PLAN IS TO CONSOLIDATE IN ONE PLAN DOCUMENT CERTAIN PROVISIONS OF WELFARE BENEFITS SPONSORED BY THE UNIVERSITY OF NEW MEXICO (UNM), TO PROVIDE UNIFORM ADMINISTRATION OF SUCH WELFARE BENEFITS AND, IN CONJUNCTION WITH THE UNIVERSITY OF NEW MEXICO RETIREE WELFARE BENEFITS TRUST, TO PAY A PORTION OF THE PREMIUMS FOR RETIREES' COVERAGE UNDER THE COMPONENT BENEFITS. 1 0 0 0 0 0 0 0 3878938 3891414 1631131 8901399 0 0 5510069 12792813 0 0 0 0 82298 88985 0 0 0 6573 6996 88871 95981 5421198 12696832 61442719 72877436 0 302000 61442719 72575436 NONE 0 0 THE PURPOSE OF THE PLAN IS TO CONSOLIDATE IN ONE PLAN DOCUMENT CERTAIN PROVISIONS OF WELFARE BENEFITS SPONSORED BY THE UNIVERSITY OF NEW MEXICO (UNM), TO PROVIDE UNIFORM ADMINISTRATION OF SUCH WELFARE BENEFITS AND, IN CONJUNCTION WITH THE UNIVERSITY OF NEW MEXICO RETIREE WELFARE BENEFITS TRUST, TO PAY A PORTION OF THE PREMIUMS FOR RETIREES' COVERAGE UNDER THE COMPONENT BENEFITS. NO BENEFITS WERE PAID OUT OF THE TRUST IN THE FISCAL YEAR END JUNE 30, 2024. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 1 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 NM X NORMA ALLEN 5052775111 1 UNIV OF NEW MEXICO MSC01 1300 ALBUQUERQUE NM 87131 BANK OF ALBUQUERQUE (BOKF) INSTITUTIONAL TRUSTEE 1.00 0.00 X 84969 0 0 84969 0 0 0 0 0 0 0 EMPLOYEE/EMPLOYER CONT 525100 3891414 3891414 3891414 1329277 1329277 66360269 58788147 7572122 7572122 7572122 12792813 3891414 0 8901399 88985 6996 95981 2829853 1619143 10254 3803 58583546 71235425 19066 19065 61442719 72877436 0 302000 0 302000 X 0 0 0 0 61442719 72575436 61442719 72575436 61442719 72877436 12696832 -1564115 0 X X 0 1 X 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTANT, AND THEN REVIEWED BY THE INSTITUTIONAL TRUSTEE PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES COPIES OF THE FORM 990 AND OTHER GOVERNING DOCUMENTS UPON REQUEST. FINANCIAL REPORTS ARE PRESENTED AT EACH BOARD MEETING. THE AUDIT REPORT IS AVAILABLE ONLINE. PART XII, LINE 2C THE RETIREMENT TRUST DOES NOT HAVE ITS OWN COMMITTEE FOR AUDIT REVIEW. THE UNM BOARD OF REGENTS AUDIT COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE RETIREMENT TRUST'S FINANCIAL STATEMENTS. UNIVERSITY OF NEW MEXICO 1 UNIVERSITY OF NEW MEXICO ALBUQUERQUE NM 87131 856000642 EDUCATION NM GOVT N/A 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 PART V LINE 2 UNIVERSITY OF NEW MEXICO SHARES CERTAIN FACILITIES AND EMPLOYEES WITH THE WELFARE BENEFIT TRUST FOR THE BENEFIT OF ITS RETIRED EMPLOYEES.