Dominion Energy Retiree Health And Welfare Plan — Form 5500 plan (Dominion Energy, Inc.)
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, Dominion Energy Retiree Health And Welfare Plan is a benefit plan reported by Dominion Energy, Inc. under EIN 54-1229715 and plan number 507. The latest loaded filing year is 2023. The filing reports 10,937 participants and $1,144,216,783 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dominion Energy, Inc.
- EIN
- 54-1229715
- Plan number
- 507
- Plan type
- 2
- Location
- Richmond, VA
- Latest filing year
- 2023
- Participants
- 10,937
- End-of-year plan assets
- $1,144,216,783
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10,937 | H, C | 20241015182316NAL0049331904001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,144,216,783
- Total liabilities (EOY)
- $4,754,927
- Net assets (EOY)
- $1,139,461,856
- Net assets (BOY)
- $1,001,050,520
Income & contributions
- Employer contributions
- $15,991,689
- Participant contributions
- $13,399,477
- Total contributions
- $29,391,166
- Total income / additions
- $200,839,682
Expenses & distributions
- Benefits paid
- $54,050,034
- Administrative expenses
- $8,378,312
- Total expenses
- $62,428,346
- Net increase / (decrease)
- $138,411,336
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Anthem | INS-SVCS | $1,705,142 | not reported in the loaded dataset | 2023 |
| Jp Morgan Chase Bank | INV-MGMT | $1,559,518 | not reported in the loaded dataset | 2023 |
| Express Scripts | INS-SVCS | $818,748 | not reported in the loaded dataset | 2023 |
| Ubs Global Asset Management | INV-MGMT | $440,368 | not reported in the loaded dataset | 2023 |
| Trilantic Energy Partners (North Am | INV-MGMT | $424,305 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson'S Oneexchange | INS-SVCS | $324,018 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson | ACTURAL | $268,798 | not reported in the loaded dataset | 2023 |
| Alight Solution LLC | PLN-ADMR | $240,737 | not reported in the loaded dataset | 2023 |
| Kkr Americas Fund Xii Lp | INV-MGMT | $198,222 | not reported in the loaded dataset | 2023 |
| Allspring Intermediate Ii LLC | INV-MGMT | $175,286 | not reported in the loaded dataset | 2023 |
| Centersquare Investment Management | INV-MGMT | $156,090 | not reported in the loaded dataset | 2023 |
| Trilantic Energy Partners Ii Parall | INV-MGMT | $128,781 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | TRTE-DIR | $114,544 | $0 | 2023 |
| Dominion Energy Svcs, Inc. | PLN-ADMR | $105,202 | not reported in the loaded dataset | 2023 |
| Kohlberg Te Investors Ix, Lp | INV-MGMT | $102,911 | not reported in the loaded dataset | 2023 |
| Wells Capital Management | INV-MGMT | $85,918 | not reported in the loaded dataset | 2023 |
| Pwp Growth Equity Fund Ii Lp | INV-MGMT | $72,518 | not reported in the loaded dataset | 2023 |
| Keybank National Association | TRTE-DIR | $62,163 | not reported in the loaded dataset | 2023 |
| Pwp Growth Equity Fund I Lp | INV-MGMT | $61,202 | not reported in the loaded dataset | 2023 |
| Highmark | INS-SVCS | $54,814 | not reported in the loaded dataset | 2023 |
| Nb Real Estate Secondary Opportunit | INV-MGMT | $44,295 | not reported in the loaded dataset | 2023 |
| A M Capital Partners Ii, Lp | INV-MGMT | $33,393 | not reported in the loaded dataset | 2023 |
| Welsh, Carson, Anderson & Stowe Xii | INV-MGMT | $32,152 | not reported in the loaded dataset | 2023 |
| Nb Private Equity Credit Opportunit | INV-MGMT | $29,451 | not reported in the loaded dataset | 2023 |
| Burgiss Group LLC | INADV-PL | $24,197 | not reported in the loaded dataset | 2023 |
| Ernst Young Us Llp | ACCNTG | $21,515 | not reported in the loaded dataset | 2023 |
| Prudential Insurance Co | INV-MGMT | $19,452 | not reported in the loaded dataset | 2023 |
| Deloitte Touche Llp | ACCNTG | $14,222 | not reported in the loaded dataset | 2023 |
| Citigroup Global Markets Inc.Cp And | BROKG | $0 | $11,220 | 2023 |
| Liquidnet Inc | BROKG | $0 | $7,416 | 2023 |
| Jefferies LLC. | BROKG | $0 | $7,296 | 2023 |
| Morgan Stanley And Co., LLC | not reported in the loaded dataset | $0 | $5,609 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dominion Energy, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Richmond, VA
- Anthem — Schedule C compensation
- Jp Morgan Chase Bank — Schedule C compensation
- Express Scripts — Schedule C compensation
- Ubs Global Asset Management — Schedule C compensation
- Trilantic Energy Partners (North Am — Schedule C compensation
- Willis Towers Watson'S Oneexchange — Schedule C compensation
- Willis Towers Watson — Schedule C compensation
- Alight Solution LLC — Schedule C compensation
- Kkr Americas Fund Xii Lp — Schedule C compensation
- Allspring Intermediate Ii LLC — Schedule C compensation
- Centersquare Investment Management — Schedule C compensation
- Trilantic Energy Partners Ii Parall — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Dominion Energy Svcs, Inc. — Schedule C compensation
- Kohlberg Te Investors Ix, Lp — Schedule C compensation
- Wells Capital Management — Schedule C compensation
- Pwp Growth Equity Fund Ii Lp — Schedule C compensation
- Keybank National Association — Schedule C compensation
- Pwp Growth Equity Fund I Lp — Schedule C compensation
- Highmark — Schedule C compensation
- Nb Real Estate Secondary Opportunit — Schedule C compensation
- A M Capital Partners Ii, Lp — Schedule C compensation
- Welsh, Carson, Anderson & Stowe Xii — Schedule C compensation
- Nb Private Equity Credit Opportunit — Schedule C compensation
- Burgiss Group LLC — Schedule C compensation
- Ernst Young Us Llp — Schedule C compensation
- Prudential Insurance Co — Schedule C compensation
- Deloitte Touche Llp — Schedule C compensation
- Citigroup Global Markets Inc.Cp And — Schedule C compensation
- Liquidnet Inc — Schedule C compensation
- Jefferies LLC. — Schedule C compensation
- Morgan Stanley And Co., LLC — Schedule C compensation