2023 Form 5500 filing — Centerpoint Energy Retirement Plan
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 20251014155531NAL0004439440001) for Centerpoint Energy Retirement Plan, reported by Centerpoint Energy, Inc. under EIN 74-0694415 and plan number 001. It reports 12,994 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251014155531NAL0004439440001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Centerpoint Energy, Inc.
- EIN
- 74-0694415
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 12,994
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,059,340,000
- Total liabilities (EOY)
- $687,000
- Net assets (EOY)
- $1,058,653,000
- Employer contributions
- $442,000
- Participant contributions
- $1,053,000
- Total income / additions
- $100,709,000
- Benefits paid
- $119,990,000
- Administrative expenses
- $14,083,000
- Total expenses
- $134,073,000
- Net increase / (decrease)
- -$33,364,000
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tempo Holding Company Dba Alight | NONE | $1,051,000 | not reported in the loaded dataset |
| Pacific Investment Management | NONE | $720,000 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $511,000 | not reported in the loaded dataset |
| Aon Consulting | NONE | $495,000 | not reported in the loaded dataset |
| Legal & General Investments | NONE | $458,000 | not reported in the loaded dataset |
| Fidelity Institutional Asset Manage | NONE | $370,000 | not reported in the loaded dataset |
| Bswift | NONE | $166,000 | not reported in the loaded dataset |
| Wellington Trust Company | NONE | $155,000 | not reported in the loaded dataset |
| Fidelity Institutional Asset Manage | NONE | $103,000 | not reported in the loaded dataset |
| Callan LLC | NONE | $100,000 | not reported in the loaded dataset |
| Dimensional Fund Advisors, Lp | NONE | $82,000 | not reported in the loaded dataset |
| Blue Cross Blue Shield | NONE | $79,000 | not reported in the loaded dataset |
| Delta Dental | NONE | $60,000 | not reported in the loaded dataset |
| Mcconnell & Jones, Llp | NONE | $37,000 | not reported in the loaded dataset |
| The Talance Group, Lp | NONE | $26,000 | not reported in the loaded dataset |
| Caremark | NONE | $7,000 | not reported in the loaded dataset |