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, Duke Energy Legacy Pension Plan is a benefit plan reported by Duke Energy Corporation under EIN 20-2777218 and plan number 012. The latest loaded filing year is 2023. The filing reports 25,324 participants and $3,372,100,000 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,372,100,000
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,372,100,000
- Net assets (BOY)
- $4,041,400,000
Income & contributions
- Total contributions
- $0
- Total income / additions
- $343,400,000
Expenses & distributions
- Benefits paid
- $314,900,000
- Administrative expenses
- $5,200,000
- Total expenses
- $320,100,000
- Net increase / (decrease)
- $23,300,000