2023 Form 5500 filing — Centerpoint Energy Group Welfare Benefits Plan For Retirees
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014092546NAL0025818721001) for Centerpoint Energy Group Welfare Benefits Plan For Retirees, reported by Centerpoint Energy, Inc. under EIN 74-0694415 and plan number 558. It reports 5,661 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014092546NAL0025818721001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Centerpoint Energy, Inc.
- EIN
- 74-0694415
- Plan number
- 558
- Location
- Houston, TX
- Participants
- 5,661
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $84,847,000
- Total liabilities (EOY)
- $129,000
- Net assets (EOY)
- $84,718,000
- Employer contributions
- $2,939,000
- Participant contributions
- $5,432,000
- Total income / additions
- $16,617,000
- Benefits paid
- $14,182,000
- Administrative expenses
- $895,000
- Total expenses
- $15,077,000
- Net increase / (decrease)
- $1,540,000
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bswift | NONE | $359,000 | not reported in the loaded dataset |
| Blue Cross Blue Shield | NONE | $185,000 | not reported in the loaded dataset |
| Delta Dental | NONE | $125,000 | not reported in the loaded dataset |
| Principal Trust Company | NONE | $31,000 | not reported in the loaded dataset |
| The Talance Group | NONE | $29,408 | not reported in the loaded dataset |
| Callan LLC | NONE | $29,000 | not reported in the loaded dataset |
| Northern Trust | NONE | $18,000 | not reported in the loaded dataset |
| Mcconnell & Jones Llp | NONE | $10,000 | not reported in the loaded dataset |