Centerpoint Energy Group Welfare Benefits Plan For Retirees — Form 5500 plan (Centerpoint 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, Centerpoint Energy Group Welfare Benefits Plan For Retirees is a benefit plan reported by Centerpoint Energy, Inc. under EIN 74-0694415 and plan number 558. The latest loaded filing year is 2023. The filing reports 5,661 participants and $84,847,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Centerpoint Energy, Inc.
- EIN
- 74-0694415
- Plan number
- 558
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 5,661
- End-of-year plan assets
- $84,847,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,661 | H, C | 20241014092546NAL0025818721001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $84,847,000
- Total liabilities (EOY)
- $129,000
- Net assets (EOY)
- $84,718,000
- Net assets (BOY)
- $83,178,000
Income & contributions
- Employer contributions
- $2,939,000
- Participant contributions
- $5,432,000
- Total contributions
- $8,371,000
- Total income / additions
- $16,617,000
Expenses & distributions
- Benefits paid
- $14,182,000
- Administrative expenses
- $895,000
- Total expenses
- $15,077,000
- Net increase / (decrease)
- $1,540,000
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bswift | NONE | $359,000 | not reported in the loaded dataset | 2023 |
| Blue Cross Blue Shield | NONE | $185,000 | not reported in the loaded dataset | 2023 |
| Delta Dental | NONE | $125,000 | not reported in the loaded dataset | 2023 |
| Principal Trust Company | NONE | $31,000 | not reported in the loaded dataset | 2023 |
| The Talance Group | NONE | $29,408 | not reported in the loaded dataset | 2023 |
| Callan LLC | NONE | $29,000 | not reported in the loaded dataset | 2023 |
| Northern Trust | NONE | $18,000 | not reported in the loaded dataset | 2023 |
| Mcconnell & Jones Llp | NONE | $10,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Centerpoint Energy, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Bswift — Schedule C compensation
- Blue Cross Blue Shield — Schedule C compensation
- Delta Dental — Schedule C compensation
- Principal Trust Company — Schedule C compensation
- The Talance Group — Schedule C compensation
- Callan LLC — Schedule C compensation
- Northern Trust — Schedule C compensation
- Mcconnell & Jones Llp — Schedule C compensation