2023 Form 5500 filing — Mdu Resources Group, Inc. Master Trust
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 20241015084850NAL0029055521001) for Mdu Resources Group, Inc. Master Trust, reported by Mdu Resources Group, Inc. under EIN 30-1133956 and plan number 003. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015084850NAL0029055521001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Mdu Resources Group, Inc.
- EIN
- 30-1133956
- Plan number
- 003
- Location
- Bismarck, ND
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $250,636,739
- Total liabilities (EOY)
- $2,078,469
- Net assets (EOY)
- $248,558,270
- Total income / additions
- $23,654,041
- Benefits paid
- $0
- Administrative expenses
- $489,973
- Total expenses
- $489,973
- Net increase / (decrease)
- $23,164,068
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wilshire | NONE | $284,635 | not reported in the loaded dataset |
| Wedge Capital Management | NONE | $79,431 | $0 |
| Barrow, Hanley, Mewhinney & Strauss | NONE | $54,181 | $0 |
| Principal Trust Company | TRUSTEE | $24,964 | $0 |
| American Funds | NONE | $24,367 | $0 |
| Pgim Investments | NONE | $11,890 | $0 |
| Sands Capital Management | NONE | $10,505 | $0 |