Xcel Energy Pension Plan And Xcel Energy Pension Plan For Bargaining Employees — 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 Pension Plan And Xcel Energy Pension Plan For Bargaining Employees is a benefit plan reported by Xcel Energy Inc. under EIN 41-0448030 and plan number 001. The latest loaded filing year is 2023. The filing reports 11,688 participants and $1,315,629,787 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
- 001
- Plan type
- 2
- Location
- Minneapolis, MN
- Latest filing year
- 2023
- Participants
- 11,688
- End-of-year plan assets
- $1,315,629,787
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11,688 | H, C | 20241015034812NAL0014083443001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,315,629,787
- Total liabilities (EOY)
- $1,779,183
- Net assets (EOY)
- $1,313,850,604
- Net assets (BOY)
- $1,275,476,777
Income & contributions
- Employer contributions
- $90,000,000
- Total contributions
- $90,000,000
- Total income / additions
- $211,219,987
Expenses & distributions
- Benefits paid
- $164,815,645
- Administrative expenses
- $9,657,114
- Total expenses
- $174,472,759
- Net increase / (decrease)
- $36,747,228
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson | NONE | $1,785,198 | not reported in the loaded dataset | 2023 |
| Townsend Great Lakes & Plains, LLC | NONE | $960,841 | $0 | 2023 |
| Goldman Sachs Asset Mgt Lp | NONE | $836,505 | not reported in the loaded dataset | 2023 |
| Mfs Heritage Trust Company | NONE | $338,929 | not reported in the loaded dataset | 2023 |
| Wellington Trust Company, N.A. | NONE | $0 | $274,069 | 2023 |
| Jp Morgan Chase Bank, N.A. | NONE | $254,640 | $0 | 2023 |
| Principal Trust Company | NONE | $199,589 | $0 | 2023 |
| Blackrock Financial Management | NONE | $187,041 | not reported in the loaded dataset | 2023 |
| Prudential Trust Company | NONE | $186,186 | not reported in the loaded dataset | 2023 |
| Jennison Associates LLC | NONE | $168,029 | $0 | 2023 |
| Stepstone Capital Partners | NONE | $138,907 | not reported in the loaded dataset | 2023 |
| Eaton Vance Management | NONE | $135,341 | not reported in the loaded dataset | 2023 |
| Lgim America Inc | NONE | $112,776 | not reported in the loaded dataset | 2023 |
| Boston Partners Trust Company | NONE | $0 | $111,029 | 2023 |
| Crescent Private Credit Partners | NONE | $80,144 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Tr Co., N.A | NONE | $0 | $79,220 | 2023 |
| Marathon Asset Management | NONE | $53,275 | $0 | 2023 |
| Deloitte Tax Llp | NONE | $39,509 | not reported in the loaded dataset | 2023 |
| Deloitte & Touche Llp | NONE | $25,882 | not reported in the loaded dataset | 2023 |
| Allspring Funds | NONE | -$55,417 | $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, LLC — 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 — Schedule C compensation
- Prudential Trust Company — Schedule C compensation
- Jennison Associates LLC — Schedule C compensation
- Stepstone Capital Partners — Schedule C compensation
- Eaton Vance Management — Schedule C compensation
- Lgim America Inc — Schedule C compensation
- Boston Partners Trust Company — Schedule C compensation
- Crescent Private Credit Partners — Schedule C compensation
- Blackrock Institutional Tr Co., N.A — Schedule C compensation
- Marathon Asset Management — Schedule C compensation
- Deloitte Tax Llp — Schedule C compensation
- Deloitte & Touche Llp — Schedule C compensation
- Allspring Funds — Schedule C compensation