Nuclear Management Company, LLC Nmc Savings And Retirement Plan — 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, Nuclear Management Company, LLC Nmc Savings And Retirement Plan is a benefit plan reported by Xcel Energy Inc. under EIN 41-0448030 and plan number 012. The latest loaded filing year is 2023. The filing reports 549 participants and $185,317,333 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$185.3MPlan net assets, end of year$185,317,333
Participants549Covered participants reported
Assets / participant$337.6KComputed: assets ÷ participants$337,554 (computed)
Provider compensation$71.1K2 Schedule C provider row(s)$71,097
Plan sponsor
Xcel Energy Inc.
EIN
41-0448030
Plan number
012
Plan type
2
Location
Minneapolis, MN
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023549H, C20240625045440NAL0006906689001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$185.3M total assets
Net assets$185.3MLiabilities$0
Money in vs. money out
Total income / additions$32.4M
Total expenses$23.4M
Benefits paid / distributions$23.3M
Contributions
Employer$2.3M
Participant$3M
Full reported line items

Net assets

Total assets (EOY)
$185,317,333
Total liabilities (EOY)
$0
Net assets (EOY)
$185,317,333
Net assets (BOY)
$176,337,948

Income & contributions

Employer contributions
$2,286,346
Participant contributions
$3,002,962
Total contributions
$5,291,822
Total income / additions
$32,387,961

Expenses & distributions

Benefits paid
$23,337,479
Administrative expenses
$71,097
Total expenses
$23,408,576
Net increase / (decrease)
$8,979,385
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 43%Participant 57%
Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income72%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Vanguard Advisers Inc.NONE$49,178not reported in the loaded dataset2023
Vanguard Group Inc.NONE$21,919$02023

Related Form 5500 pages