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Original filing (PDF)20251015193652NAL0011245682001
MDU RESOURCES GROUP, INC.
Form 5500
FILING_RECEIVED
MDU RESOURCES GROUP, INC. PENSION PLAN FOR COLLECTIVE BARGAINING UNIT EMPLOYEES
Defined-benefit pension plan
Active participants
94
Accounts w/ balance
0
Plan assets (EOY)
$51.9M
Net assets (EOY)
$51.9M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
75
Participation health
100
Knocking points off
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MDU RESOURCES GROUP, INC..
Plan sponsor
Name
MDU RESOURCES GROUP, INC.
EIN
41-0423660
Address
1200 WEST CENTURY AVENUE · BISMARCK, ND · 58503
Phone
(701) 530-1000
Industry
Utilitiessee all
Plan administrator
Name
EMPLOYEE BENEFITS COMMITTEE C/O MDU RESOURCES GROUP, INC.
EIN
30-1133956
City
BISMARCK, ND
Phone
(701) 530-1000
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DELOITTE AND TOUCHE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL TRUST COMPANY | 51-0099493 | — | TRUSTEE | $34K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMIN/ACTUARY | $24K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DELOITTE AND TOUCHE LLP | 13-3891517 | — | ACCOUNTANT | $25K | — |
Investments
1 pooled fund· $50.7M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| MDU RESOURCES GROUP INC MASTER TR MDU RESOURCES GROUP INC · EIN 30-1133956 / PN 003 | Master Trust | $50.7M | 97.7% |
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