Mdu Resources Group, Inc. Master Trust — Form 5500 plan (Mdu Resources Group, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Mdu Resources Group, Inc. Master Trust is a benefit plan reported by Mdu Resources Group, Inc. under EIN 30-1133956 and plan number 003. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $250,636,739 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mdu Resources Group, Inc.
- EIN
- 30-1133956
- Plan number
- 003
- Plan type
- 4
- Location
- Bismarck, ND
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $250,636,739
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241015084850NAL0029055521001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $250,636,739
- Total liabilities (EOY)
- $2,078,469
- Net assets (EOY)
- $248,558,270
- Net assets (BOY)
- $267,300,325
Income & contributions
- Total contributions
- $0
- Total income / additions
- $23,654,041
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $489,973
- Total expenses
- $489,973
- Net increase / (decrease)
- $23,164,068
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wilshire | NONE | $284,635 | not reported in the loaded dataset | 2023 |
| Wedge Capital Management | NONE | $79,431 | $0 | 2023 |
| Barrow, Hanley, Mewhinney & Strauss | NONE | $54,181 | $0 | 2023 |
| Principal Trust Company | TRUSTEE | $24,964 | $0 | 2023 |
| American Funds | NONE | $24,367 | $0 | 2023 |
| Pgim Investments | NONE | $11,890 | $0 | 2023 |
| Sands Capital Management | NONE | $10,505 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mdu Resources Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in ND
- 401(k) and benefit plan filings in Bismarck, ND
- Wilshire — Schedule C compensation
- Wedge Capital Management — Schedule C compensation
- Barrow, Hanley, Mewhinney & Strauss — Schedule C compensation
- Principal Trust Company — Schedule C compensation
- American Funds — Schedule C compensation
- Pgim Investments — Schedule C compensation
- Sands Capital Management — Schedule C compensation