2023 Form 5500 filing — Xcel Energy Inc. Non-Bargaining Pension Plan (South)
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015032910NAL0027604337001) for Xcel Energy Inc. Non-Bargaining Pension Plan (South), reported by Xcel Energy Inc. under EIN 41-0448030 and plan number 007. It reports 1,625 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015032910NAL0027604337001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Xcel Energy Inc.
- EIN
- 41-0448030
- Plan number
- 007
- Location
- Minneapolis, MN
- Participants
- 1,625
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $194,290,438
- Total liabilities (EOY)
- $275,516
- Net assets (EOY)
- $194,014,922
- Employer contributions
- $10,000,000
- Total income / additions
- $28,251,654
- Benefits paid
- $26,334,503
- Administrative expenses
- $2,160,992
- Total expenses
- $28,495,495
- Net increase / (decrease)
- -$243,841
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson | NONE | $283,315 | not reported in the loaded dataset |
| Townsend Great Lakes & Plains, Llp | NONE | $146,101 | $0 |
| Goldman Sachs Asset Mgt Lp | NONE | $128,925 | not reported in the loaded dataset |
| Mfs Heritage Trust Company | NONE | $42,088 | not reported in the loaded dataset |
| Wellington Trust Company, N.A. | NONE | $0 | $41,211 |
| Jp Morgan Chase Bank, N.A. | NONE | $38,317 | $0 |
| Principal Trust Company | NONE | $33,457 | not reported in the loaded dataset |
| Blackrock Financial Management, Inc | NONE | $28,176 | not reported in the loaded dataset |
| Deloitte & Touche Llp | NONE | $25,882 | not reported in the loaded dataset |
| Eaton Vance Management | NONE | $25,633 | not reported in the loaded dataset |
| Jennison Associates LLC | NONE | $25,568 | $0 |
| Deloitte Tax Llp | NONE | $23,756 | not reported in the loaded dataset |
| Prudential Trust Company | NONE | $22,351 | $0 |
| Stepstone Capital Partners | NONE | $21,399 | not reported in the loaded dataset |
| Lgim America Inc | NONE | $17,121 | not reported in the loaded dataset |
| Boston Partners Trust Company | NONE | $0 | $16,695 |
| Blackrock Institutional Tr Co., N.A | NONE | $0 | $11,912 |
| Crescent Private Credit Partners | NONE | $11,851 | not reported in the loaded dataset |
| Marathon Asset Management | NONE | $8,114 | $0 |
| Allspring Funds | NONE | -$8,476 | $0 |