New Century Energies, Inc. Employees' Savings And Stock Ownership Plan For Bargaining Unit Employees And Former Non-Bargaining Unit Employee — 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, New Century Energies, Inc. Employees' Savings And Stock Ownership Plan For Bargaining Unit Employees And Former Non-Bargaining Unit Employee is a benefit plan reported by Xcel Energy Inc under EIN 41-0448030 and plan number 005. The latest loaded filing year is 2023. The filing reports 2,285 participants and $537,922,861 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
- 005
- Plan type
- 2
- Location
- Minneapolis, MN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,285 | H, C | 20240625044945NAL0007491329001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $537,922,861
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $537,922,861
- Net assets (BOY)
- $493,741,290
Income & contributions
- Employer contributions
- $11,076,375
- Participant contributions
- $23,409,474
- Total contributions
- $35,214,990
- Total income / additions
- $102,558,098
Expenses & distributions
- Benefits paid
- $57,807,594
- Administrative expenses
- $501,615
- Total expenses
- $58,340,302
- Net increase / (decrease)
- $44,217,796
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Vanguard Advisers Inc. | NONE | $416,737 | not reported in the loaded dataset | 2023 |
| Vanguard Group Inc. | NONE | $84,878 | $0 | 2023 |