Xcel Energy Inc. Non-Bargaining Pension Plan (South) — 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, Xcel Energy Inc. Non-Bargaining Pension Plan (South) is a benefit plan reported by Xcel Energy Inc. under EIN 41-0448030 and plan number 007. The latest loaded filing year is 2023. The filing reports 1,625 participants and $194,290,438 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
- 007
- Plan type
- 2
- Location
- Minneapolis, MN
- Latest filing year
- 2023
- Participants
- 1,625
- End-of-year plan assets
- $194,290,438
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,625 | H, C | 20241015032910NAL0027604337001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $194,290,438
- Total liabilities (EOY)
- $275,516
- Net assets (EOY)
- $194,014,922
- Net assets (BOY)
- $195,885,362
Income & contributions
- Employer contributions
- $10,000,000
- Total contributions
- $10,000,000
- Total income / additions
- $28,251,654
Expenses & distributions
- Benefits paid
- $26,334,503
- Administrative expenses
- $2,160,992
- Total expenses
- $28,495,495
- Net increase / (decrease)
- -$243,841
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson | NONE | $283,315 | not reported in the loaded dataset | 2023 |
| Townsend Great Lakes & Plains, Llp | NONE | $146,101 | $0 | 2023 |
| Goldman Sachs Asset Mgt Lp | NONE | $128,925 | not reported in the loaded dataset | 2023 |
| Mfs Heritage Trust Company | NONE | $42,088 | not reported in the loaded dataset | 2023 |
| Wellington Trust Company, N.A. | NONE | $0 | $41,211 | 2023 |
| Jp Morgan Chase Bank, N.A. | NONE | $38,317 | $0 | 2023 |
| Principal Trust Company | NONE | $33,457 | not reported in the loaded dataset | 2023 |
| Blackrock Financial Management, Inc | NONE | $28,176 | not reported in the loaded dataset | 2023 |
| Deloitte & Touche Llp | NONE | $25,882 | not reported in the loaded dataset | 2023 |
| Eaton Vance Management | NONE | $25,633 | not reported in the loaded dataset | 2023 |
| Jennison Associates LLC | NONE | $25,568 | $0 | 2023 |
| Deloitte Tax Llp | NONE | $23,756 | not reported in the loaded dataset | 2023 |
| Prudential Trust Company | NONE | $22,351 | $0 | 2023 |
| Stepstone Capital Partners | NONE | $21,399 | not reported in the loaded dataset | 2023 |
| Lgim America Inc | NONE | $17,121 | not reported in the loaded dataset | 2023 |
| Boston Partners Trust Company | NONE | $0 | $16,695 | 2023 |
| Blackrock Institutional Tr Co., N.A | NONE | $0 | $11,912 | 2023 |
| Crescent Private Credit Partners | NONE | $11,851 | not reported in the loaded dataset | 2023 |
| Marathon Asset Management | NONE | $8,114 | $0 | 2023 |
| Allspring Funds | NONE | -$8,476 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Xcel Energy Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Minneapolis, MN
- Willis Towers Watson — Schedule C compensation
- Townsend Great Lakes & Plains, Llp — Schedule C compensation
- Goldman Sachs Asset Mgt Lp — Schedule C compensation
- Mfs Heritage Trust Company — Schedule C compensation
- Wellington Trust Company, N.A. — Schedule C compensation
- Jp Morgan Chase Bank, N.A. — Schedule C compensation
- Principal Trust Company — Schedule C compensation
- Blackrock Financial Management, Inc — Schedule C compensation
- Deloitte & Touche Llp — Schedule C compensation
- Eaton Vance Management — Schedule C compensation
- Jennison Associates LLC — Schedule C compensation
- Deloitte Tax Llp — Schedule C compensation
- Prudential Trust Company — Schedule C compensation
- Stepstone Capital Partners — Schedule C compensation
- Lgim America Inc — Schedule C compensation
- Boston Partners Trust Company — Schedule C compensation
- Blackrock Institutional Tr Co., N.A — Schedule C compensation
- Crescent Private Credit Partners — Schedule C compensation
- Marathon Asset Management — Schedule C compensation
- Allspring Funds — Schedule C compensation