Dominion Energy Transmission 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 Transmission Union Retiree Health And Welfare Plan is a benefit plan reported by Dominion Energy, Inc. under EIN 54-1229715 and plan number 952. The latest loaded filing year is 2023. The filing reports 886 participants and $266,876,842 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
- 952
- Plan type
- 2
- Location
- Richmond, VA
- Latest filing year
- 2023
- Participants
- 886
- End-of-year plan assets
- $266,876,842
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 886 | H, C | 20241015181728NAL0029356593001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $266,876,842
- Total liabilities (EOY)
- $112,681
- Net assets (EOY)
- $266,764,161
- Net assets (BOY)
- $235,591,301
Income & contributions
- Employer contributions
- $550,392
- Participant contributions
- $2,853,960
- Total contributions
- $3,404,352
- Total income / additions
- $41,422,726
Expenses & distributions
- Benefits paid
- $9,699,269
- Administrative expenses
- $550,597
- Total expenses
- $10,249,866
- Net increase / (decrease)
- $31,172,860
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jp Morgan Chase Bank | INV-MGMT | $363,825 | not reported in the loaded dataset | 2023 |
| Highmark | INS-SVCS | $144,932 | not reported in the loaded dataset | 2023 |
| Anthem | INS-SVCS | $130,718 | not reported in the loaded dataset | 2023 |
| Kkr Americas Fund Xii Lp | INV-MGMT | $119,407 | not reported in the loaded dataset | 2023 |
| Ubs Global Asset Management | INV-MGMT | $105,282 | not reported in the loaded dataset | 2023 |
| Trilantic Energy Partners Ii Parall | INV-MGMT | $64,391 | not reported in the loaded dataset | 2023 |
| Deloitte Touche Llp | ACCNTG | $59,566 | not reported in the loaded dataset | 2023 |
| Centersquare Investment Management | INV-MGMT | $47,821 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson | ACTURAL | $45,003 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | TRTE-DIR | $43,168 | $0 | 2023 |
| Pwp Growth Equity Fund Ii Lp | INV-MGMT | $41,565 | not reported in the loaded dataset | 2023 |
| Allspring Intermediate Ii LLC | INV-MGMT | $36,348 | not reported in the loaded dataset | 2023 |
| Pwp Growth Equity Fund I Lp | INV-MGMT | $35,192 | not reported in the loaded dataset | 2023 |
| Nb Real Estate Secondary Opportunit | INV-MGMT | $29,471 | not reported in the loaded dataset | 2023 |
| Dominion Energy Svcs, Inc. | PLN-ADMR | $27,366 | not reported in the loaded dataset | 2023 |
| Hra Admin Expenses | INS-SVCS | $18,393 | not reported in the loaded dataset | 2023 |
| Wells Capital Management | INV-MGMT | $17,641 | not reported in the loaded dataset | 2023 |
| Nb Private Equity Credit Opportunit | INV-MGMT | $15,689 | not reported in the loaded dataset | 2023 |
| Welsh, Carson, Anderson & Stowe Xii | INV-MGMT | $14,290 | not reported in the loaded dataset | 2023 |
| Trilantic Energy Partners North Ame | INV-MGMT | $8,585 | not reported in the loaded dataset | 2023 |
| Nt Common Short Term Invt Fd | TRTE-DIR | $6,998 | not reported in the loaded dataset | 2023 |
| Burgiss Group LLC | INADV-PL | $5,584 | 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
- Jp Morgan Chase Bank — Schedule C compensation
- Highmark — Schedule C compensation
- Anthem — Schedule C compensation
- Kkr Americas Fund Xii Lp — Schedule C compensation
- Ubs Global Asset Management — Schedule C compensation
- Trilantic Energy Partners Ii Parall — Schedule C compensation
- Deloitte Touche Llp — Schedule C compensation
- Centersquare Investment Management — Schedule C compensation
- Willis Towers Watson — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Pwp Growth Equity Fund Ii Lp — Schedule C compensation
- Allspring Intermediate Ii LLC — Schedule C compensation
- Pwp Growth Equity Fund I Lp — Schedule C compensation
- Nb Real Estate Secondary Opportunit — Schedule C compensation
- Dominion Energy Svcs, Inc. — Schedule C compensation
- Hra Admin Expenses — Schedule C compensation
- Wells Capital Management — Schedule C compensation
- Nb Private Equity Credit Opportunit — Schedule C compensation
- Welsh, Carson, Anderson & Stowe Xii — Schedule C compensation
- Trilantic Energy Partners North Ame — Schedule C compensation
- Nt Common Short Term Invt Fd — Schedule C compensation
- Burgiss Group LLC — Schedule C compensation