Plan5500

New Century Energies, Inc. Employees' Savings And Stock Ownership Plan For Bargaining Unit Employees And Former Non-Bargaining Unit Employee — Form 5500 plan (Xcel Energy 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, New Century Energies, Inc. Employees' Savings And Stock Ownership Plan For Bargaining Unit Employees And Former Non-Bargaining Unit Employee is a benefit plan reported by Xcel Energy Inc under EIN 41-0448030 and plan number 005. The latest loaded filing year is 2023. The filing reports 2,285 participants and $537,922,861 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Xcel Energy Inc
EIN
41-0448030
Plan number
005
Plan type
2
Location
Minneapolis, MN
Latest filing year
2023
Participants
2,285
End-of-year plan assets
$537,922,861

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,285H, C20240625044945NAL0007491329001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$537,922,861
Total liabilities (EOY)
$0
Net assets (EOY)
$537,922,861
Net assets (BOY)
$493,741,290

Income & contributions

Employer contributions
$11,076,375
Participant contributions
$23,409,474
Total contributions
$35,214,990
Total income / additions
$102,558,098

Expenses & distributions

Benefits paid
$57,807,594
Administrative expenses
$501,615
Total expenses
$58,340,302
Net increase / (decrease)
$44,217,796

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Vanguard Advisers Inc.NONE$416,737not reported in the loaded dataset2023
Vanguard Group Inc.NONE$84,878$02023

Related Form 5500 pages