Dominion Energy Ohio Union 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 Ohio Union Retiree Health And Welfare Plan is a benefit plan reported by Dominion Energy, Inc. under EIN 54-1229715 and plan number 951. The latest loaded filing year is 2023. The filing reports 1,238 participants and $153,944,338 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
- 951
- Plan type
- 2
- Location
- Richmond, VA
- Latest filing year
- 2023
- Participants
- 1,238
- End-of-year plan assets
- $153,944,338
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,238 | H, C | 20241015174742NAL0015193955001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $153,944,338
- Total liabilities (EOY)
- $224,570
- Net assets (EOY)
- $153,719,768
- Net assets (BOY)
- $138,570,106
Income & contributions
- Employer contributions
- $1,619,540
- Participant contributions
- $2,011,621
- Total contributions
- $3,631,161
- Total income / additions
- $24,678,835
Expenses & distributions
- Benefits paid
- $8,777,940
- Administrative expenses
- $751,233
- Total expenses
- $9,529,173
- Net increase / (decrease)
- $15,149,662
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Highmark | INS-SVCS | $273,631 | not reported in the loaded dataset | 2023 |
| Jp Morgan Chase Bank | INV-MGMT | $180,788 | not reported in the loaded dataset | 2023 |
| Anthem | INS-SVCS | $114,704 | not reported in the loaded dataset | 2023 |
| Express Scripts | INS-SVCS | $110,372 | not reported in the loaded dataset | 2023 |
| Tempo Holding Company LLC Dba Aligh | PLN-ADMR | $86,296 | not reported in the loaded dataset | 2023 |
| Alpine Investors Ix, Lp | INV-MGMT | $79,485 | not reported in the loaded dataset | 2023 |
| Kkr Americas Fund Xii Lp | INV-MGMT | $79,439 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson | ACTURAL | $60,274 | not reported in the loaded dataset | 2023 |
| Deloitte & Touche Llp | ACCNTG | $59,166 | not reported in the loaded dataset | 2023 |
| Ubs Global Asset Management | INV-MGMT | $57,558 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | TRTE-DIR | $50,821 | $0 | 2023 |
| Kohlberg Te Investors Ix, L.P. | INV-MGMT | $44,105 | not reported in the loaded dataset | 2023 |
| Centersquare Investment Management | INV-MGMT | $31,364 | not reported in the loaded dataset | 2023 |
| Pwp Growth Equity Fund Ii Lp | INV-MGMT | $26,801 | not reported in the loaded dataset | 2023 |
| Pwp Growth Equity Fund I Lp | INV-MGMT | $23,462 | not reported in the loaded dataset | 2023 |
| Allspring Intermediate Ii LLC | INV-MGMT | $22,643 | not reported in the loaded dataset | 2023 |
| Trilantic Energy Partners Ii Parall | INV-MGMT | $21,464 | not reported in the loaded dataset | 2023 |
| Nb Real Estate Secondary Opportunit | INV-MGMT | $19,647 | not reported in the loaded dataset | 2023 |
| Dominion Resources Svcs, Inc. | PLN ADMR | $17,911 | not reported in the loaded dataset | 2023 |
| Welsh, Carson, Anderson & Stowe Xii | INV-MGMT | $14,290 | not reported in the loaded dataset | 2023 |
| Wells Capital Management | INV-MGMT | $11,059 | not reported in the loaded dataset | 2023 |
| Via Benefits (Hra) | INS-SVCS | $8,736 | not reported in the loaded dataset | 2023 |
| Trilantic Energy Partners (North Am | INV-MGMT | $8,585 | not reported in the loaded dataset | 2023 |
| A&M Capital Partners Lp | INV-MGMT | $6,001 | not reported in the loaded dataset | 2023 |
| Nb Private Equity Credit Opportunit | INV-MGMT | $5,229 | not reported in the loaded dataset | 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
- Highmark — Schedule C compensation
- Jp Morgan Chase Bank — Schedule C compensation
- Anthem — Schedule C compensation
- Express Scripts — Schedule C compensation
- Tempo Holding Company LLC Dba Aligh — Schedule C compensation
- Alpine Investors Ix, Lp — Schedule C compensation
- Kkr Americas Fund Xii Lp — Schedule C compensation
- Willis Towers Watson — Schedule C compensation
- Deloitte & Touche Llp — Schedule C compensation
- Ubs Global Asset Management — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Kohlberg Te Investors Ix, L.P. — Schedule C compensation
- Centersquare Investment Management — Schedule C compensation
- Pwp Growth Equity Fund Ii Lp — Schedule C compensation
- Pwp Growth Equity Fund I Lp — Schedule C compensation
- Allspring Intermediate Ii LLC — Schedule C compensation
- Trilantic Energy Partners Ii Parall — Schedule C compensation
- Nb Real Estate Secondary Opportunit — Schedule C compensation
- Dominion Resources Svcs, Inc. — Schedule C compensation
- Welsh, Carson, Anderson & Stowe Xii — Schedule C compensation
- Wells Capital Management — Schedule C compensation
- Via Benefits (Hra) — Schedule C compensation
- Trilantic Energy Partners (North Am — Schedule C compensation
- A&M Capital Partners Lp — Schedule C compensation
- Nb Private Equity Credit Opportunit — Schedule C compensation