New Century Energies, Inc. Retirement Plan For Southwestern Public Service Co. Bargaining Unit Ee And Former Non-Bargaining Unit 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, New Century Energies, Inc. Retirement Plan For Southwestern Public Service Co. Bargaining Unit Ee And Former Non-Bargaining Unit Employees is a benefit plan reported by Xcel Energy Inc. under EIN 41-0448030 and plan number 009. The latest loaded filing year is 2023. The filing reports 2,179 participants and $361,617,501 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
- 009
- Plan type
- 2
- Location
- Minneapolis, MN
- Latest filing year
- 2023
- Participants
- 2,179
- End-of-year plan assets
- $361,617,501
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,179 | H, C | 20241015023456NAL0015786291001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $361,617,501
- Total liabilities (EOY)
- $434,765
- Net assets (EOY)
- $361,182,736
- Net assets (BOY)
- $352,919,710
Income & contributions
- Total contributions
- $0
- Total income / additions
- $33,446,261
Expenses & distributions
- Benefits paid
- $23,534,581
- Administrative expenses
- $1,648,654
- Total expenses
- $25,183,235
- Net increase / (decrease)
- $8,263,026
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson | NONE | $288,040 | not reported in the loaded dataset | 2023 |
| Goldman Sachs Asset Mgmt Lp | NONE | $236,467 | not reported in the loaded dataset | 2023 |
| Townsend Great Lakes & Plains, Llp | NONE | $234,411 | $0 | 2023 |
| Wellington Trust Company, N.A. | NONE | $0 | $80,866 | 2023 |
| Mfs Heritage Trust Company | NONE | $68,210 | not reported in the loaded dataset | 2023 |
| Jennison Associates LLC | NONE | $63,348 | $0 | 2023 |
| Jp Morgan Chase Bank, N.A. | NONE | $61,045 | $0 | 2023 |
| Principal Trust Company | NONE | $60,810 | not reported in the loaded dataset | 2023 |
| Prudential Trust Company | NONE | $54,795 | $0 | 2023 |
| Blackrock Financial Management | NONE | $45,168 | not reported in the loaded dataset | 2023 |
| Lgim America Inc | NONE | $43,170 | not reported in the loaded dataset | 2023 |
| Eaton Vance Management | NONE | $41,282 | not reported in the loaded dataset | 2023 |
| Stepstone Capital Partners | NONE | $34,862 | not reported in the loaded dataset | 2023 |
| Boston Partners Trust Company | NONE | $0 | $32,760 | 2023 |
| Deloitte Tax Llp | NONE | $26,300 | not reported in the loaded dataset | 2023 |
| Deloitte & Touche Llp | NONE | $25,882 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Tr Co., N.A | NONE | $0 | $23,374 | 2023 |
| Crescent Private Credit Partners | NONE | $18,739 | not reported in the loaded dataset | 2023 |
| Marathon Asset Management | NONE | $12,601 | $0 | 2023 |
| Allspring Funds | NONE | -$16,208 | $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
- Goldman Sachs Asset Mgmt Lp — Schedule C compensation
- Townsend Great Lakes & Plains, Llp — Schedule C compensation
- Wellington Trust Company, N.A. — Schedule C compensation
- Mfs Heritage Trust Company — Schedule C compensation
- Jennison Associates LLC — Schedule C compensation
- Jp Morgan Chase Bank, N.A. — Schedule C compensation
- Principal Trust Company — Schedule C compensation
- Prudential Trust Company — Schedule C compensation
- Blackrock Financial Management — Schedule C compensation
- Lgim America Inc — Schedule C compensation
- Eaton Vance Management — Schedule C compensation
- Stepstone Capital Partners — Schedule C compensation
- Boston Partners Trust Company — Schedule C compensation
- Deloitte Tax Llp — Schedule C compensation
- Deloitte & Touche Llp — Schedule C compensation
- Blackrock Institutional Tr Co., N.A — Schedule C compensation
- Crescent Private Credit Partners — Schedule C compensation
- Marathon Asset Management — Schedule C compensation
- Allspring Funds — Schedule C compensation