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MDU RESOURCES GROUP, INC. PENSION PLAN FOR NON-BARGAINING UNIT EMPLOYEES 401k Plan overview

Plan NameMDU RESOURCES GROUP, INC. PENSION PLAN FOR NON-BARGAINING UNIT EMPLOYEES
Plan identification number 001

MDU RESOURCES GROUP, INC. PENSION PLAN FOR NON-BARGAINING UNIT EMPLOYEES Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MDU RESOURCES GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:MDU RESOURCES GROUP, INC.
Employer identification number (EIN):301133956
NAIC Classification:221100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MDU RESOURCES GROUP, INC. PENSION PLAN FOR NON-BARGAINING UNIT EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01

Plan Statistics for MDU RESOURCES GROUP, INC. PENSION PLAN FOR NON-BARGAINING UNIT EMPLOYEES

401k plan membership statisitcs for MDU RESOURCES GROUP, INC. PENSION PLAN FOR NON-BARGAINING UNIT EMPLOYEES

Measure Date Value
2022: MDU RESOURCES GROUP, INC. PENSION PLAN FOR NON-BARGAINING UNIT EMPLOYEES 2022 401k membership
Market value of plan assets2022-12-31131,004,523
Acturial value of plan assets2022-12-31129,114,974
Funding target for retired participants and beneficiaries receiving payment2022-12-3193,901,257
Number of terminated vested participants2022-12-3161
Fundng target for terminated vested participants2022-12-313,131,191
Active participant vested funding target2022-12-3116,184,375
Number of active participants2022-12-31151
Total funding liabilities for active participants2022-12-3116,184,375
Total participant count2022-12-31636
Total funding target for all participants2022-12-31113,216,823
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-317,416,491
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-317,416,491
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-317,694,609
Total employer contributions2022-12-314,239,000
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-313,915,506
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31638,000
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-313,915,506
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01636
Total number of active participants reported on line 7a of the Form 55002022-01-01137
Number of retired or separated participants receiving benefits2022-01-01378
Number of other retired or separated participants entitled to future benefits2022-01-0159
Total of all active and inactive participants2022-01-01574
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0151
Total participants2022-01-01625
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MDU RESOURCES GROUP, INC. PENSION PLAN FOR NON-BARGAINING UNIT EMPLOYEES 2021 401k membership
Market value of plan assets2021-12-31135,689,762
Acturial value of plan assets2021-12-31125,207,430
Funding target for retired participants and beneficiaries receiving payment2021-12-3193,589,693
Number of terminated vested participants2021-12-3166
Fundng target for terminated vested participants2021-12-313,644,014
Active participant vested funding target2021-12-3117,386,192
Number of active participants2021-12-31164
Total funding liabilities for active participants2021-12-3117,386,192
Total participant count2021-12-31652
Total funding target for all participants2021-12-31114,619,899
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-318,424,654
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-311,824,591
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-316,600,063
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-317,416,491
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31420,000
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01652
Total number of active participants reported on line 7a of the Form 55002021-01-01151
Number of retired or separated participants receiving benefits2021-01-01370
Number of other retired or separated participants entitled to future benefits2021-01-0161
Total of all active and inactive participants2021-01-01582
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0154
Total participants2021-01-01636
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MDU RESOURCES GROUP, INC. PENSION PLAN FOR NON-BARGAINING UNIT EMPLOYEES 2020 401k membership
Market value of plan assets2020-12-31130,148,388
Acturial value of plan assets2020-12-31124,971,713
Funding target for retired participants and beneficiaries receiving payment2020-12-3196,007,267
Number of terminated vested participants2020-12-3168
Fundng target for terminated vested participants2020-12-313,328,589
Active participant vested funding target2020-12-3120,390,010
Number of active participants2020-12-31179
Total funding liabilities for active participants2020-12-3120,390,010
Total participant count2020-12-31671
Total funding target for all participants2020-12-31119,725,866
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-317,990,938
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-318,424,846
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-318,424,654
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-318,424,654
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31420,000
Net shortfall amortization installment of oustanding balance2020-12-313,178,807
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-311,321,864
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-311,824,591
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01664
Total number of active participants reported on line 7a of the Form 55002020-01-01164
Number of retired or separated participants receiving benefits2020-01-01364
Number of other retired or separated participants entitled to future benefits2020-01-0166
Total of all active and inactive participants2020-01-01594
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0158
Total participants2020-01-01652
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MDU RESOURCES GROUP, INC. PENSION PLAN FOR NON-BARGAINING UNIT EMPLOYEES 2019 401k membership
Market value of plan assets2019-12-31108,508,864
Acturial value of plan assets2019-12-31114,884,021
Funding target for retired participants and beneficiaries receiving payment2019-12-3192,454,140
Number of terminated vested participants2019-12-3165
Fundng target for terminated vested participants2019-12-313,319,659
Active participant vested funding target2019-12-3126,419,165
Number of active participants2019-12-31211
Total funding liabilities for active participants2019-12-3126,419,165
Total participant count2019-12-31681
Total funding target for all participants2019-12-31122,192,964
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-31160
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31169
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-3110,402,512
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-319,903,739
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31520,223
Net shortfall amortization installment of oustanding balance2019-12-317,308,943
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-311,912,801
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-311,912,801
Contributions allocatedtoward minimum required contributions for current year2019-12-319,903,739
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01674
Total number of active participants reported on line 7a of the Form 55002019-01-01179
Number of retired or separated participants receiving benefits2019-01-01360
Number of other retired or separated participants entitled to future benefits2019-01-0159
Total of all active and inactive participants2019-01-01598
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0166
Total participants2019-01-01664
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010

Financial Data on MDU RESOURCES GROUP, INC. PENSION PLAN FOR NON-BARGAINING UNIT EMPLOYEES

Measure Date Value
2022 : MDU RESOURCES GROUP, INC. PENSION PLAN FOR NON-BARGAINING UNIT EMPLOYEES 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-22,523,516
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$10,093,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$9,535,141
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,239,000
Value of total assets at end of year2022-12-31$98,387,677
Value of total assets at beginning of year2022-12-31$131,004,523
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$558,189
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$70,648
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Administrative expenses (other) incurred2022-12-31$436,296
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-32,616,846
Value of net assets at end of year (total assets less liabilities)2022-12-31$98,387,677
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$131,004,523
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$1,263,648
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,175,024
Value of interest in master investment trust accounts at end of year2022-12-31$92,885,029
Value of interest in master investment trust accounts at beginning of year2022-12-31$129,829,499
Net investment gain/loss from pooled separate accounts2022-12-31$18,298
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$4,239,000
Employer contributions (assets) at end of year2022-12-31$4,239,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$9,535,141
Contract administrator fees2022-12-31$51,245
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY US LLP
Accountancy firm EIN2022-12-31390859910
2021 : MDU RESOURCES GROUP, INC. PENSION PLAN FOR NON-BARGAINING UNIT EMPLOYEES 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,824,542
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$9,509,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$9,194,050
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$131,004,523
Value of total assets at beginning of year2021-12-31$135,689,762
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$315,731
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$78,389
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Administrative expenses (other) incurred2021-12-31$186,252
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-4,685,239
Value of net assets at end of year (total assets less liabilities)2021-12-31$131,004,523
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$135,689,762
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$1,175,024
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,180,372
Value of interest in master investment trust accounts at end of year2021-12-31$129,829,499
Value of interest in master investment trust accounts at beginning of year2021-12-31$134,509,390
Net investment gain/loss from pooled separate accounts2021-12-31$-871
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$9,194,050
Contract administrator fees2021-12-31$51,090
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER TILLY US LLP
Accountancy firm EIN2021-12-31390859910
2020 : MDU RESOURCES GROUP, INC. PENSION PLAN FOR NON-BARGAINING UNIT EMPLOYEES 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$15,374,580
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$9,833,206
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$9,412,601
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$135,689,762
Value of total assets at beginning of year2020-12-31$130,148,388
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$420,605
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$3,038
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$49,411
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$0
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$2,143
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$288,257
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$758,118
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$5,541,374
Value of net assets at end of year (total assets less liabilities)2020-12-31$135,689,762
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$130,148,388
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$1,885
Value of interest in pooled separate accounts at end of year2020-12-31$1,180,372
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in master investment trust accounts at end of year2020-12-31$134,509,390
Value of interest in master investment trust accounts at beginning of year2020-12-31$119,762,728
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$9,625,399
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$9,625,399
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$3,038
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$2,217
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$0
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$9,412,601
Contract administrator fees2020-12-31$81,052
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : MDU RESOURCES GROUP, INC. PENSION PLAN FOR NON-BARGAINING UNIT EMPLOYEES 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$31,385,478
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$9,769,207
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,261,167
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$10,402,512
Value of total assets at end of year2019-12-31$130,148,388
Value of total assets at beginning of year2019-12-31$108,532,117
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$508,040
Total interest from all sources2019-12-31$28,300
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$50,386
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2,143
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$437
Administrative expenses (other) incurred2019-12-31$418,554
Total non interest bearing cash at end of year2019-12-31$758,118
Total non interest bearing cash at beginning of year2019-12-31$733,395
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$21,616,271
Value of net assets at end of year (total assets less liabilities)2019-12-31$130,148,388
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$108,532,117
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in master investment trust accounts at end of year2019-12-31$119,762,728
Value of interest in master investment trust accounts at beginning of year2019-12-31$105,903,110
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$9,625,399
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$833,156
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$833,156
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$28,300
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$10,402,512
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$1,062,019
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,261,167
Contract administrator fees2019-12-31$39,100
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2019-12-31390859910

Form 5500 Responses for MDU RESOURCES GROUP, INC. PENSION PLAN FOR NON-BARGAINING UNIT EMPLOYEES

2022: MDU RESOURCES GROUP, INC. PENSION PLAN FOR NON-BARGAINING UNIT EMPLOYEES 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MDU RESOURCES GROUP, INC. PENSION PLAN FOR NON-BARGAINING UNIT EMPLOYEES 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MDU RESOURCES GROUP, INC. PENSION PLAN FOR NON-BARGAINING UNIT EMPLOYEES 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MDU RESOURCES GROUP, INC. PENSION PLAN FOR NON-BARGAINING UNIT EMPLOYEES 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number723757
Policy instance 1
Insurance contract or identification number723757
Number of Individuals Covered625
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number723757
Policy instance 1
Insurance contract or identification number723757
Number of Individuals Covered636
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number723757
Policy instance 1
Insurance contract or identification number723757
Number of Individuals Covered652
Insurance policy start date2020-03-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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