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Companies

companyDuke Energy Corporation
9loaded plans
EIN: 20-2777218Location: NCPlans: 9Latest: 2023
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Plans

planDuke Energy Retirement Savings PlanFinancial statementProvider compensation2023 filing
$10.4Breported assets (EOY)
Sponsor: Duke Energy CorporationEIN: 20-2777218Plan: 002Participants: 36,467Assets: $10,354,065,000Location: Charlotte, NCLatest: 2023
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planDuke Energy Corporation Master TrustFinancial statementProvider compensation2023 filing
$7.3Breported assets (EOY)
Sponsor: Duke Energy CorporationEIN: 20-2777218Plan: 005Participants: 0Assets: $7,298,500,000Location: Charlotte, NCLatest: 2023
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planDuke Energy Retirement Cash Balance PlanFinancial statementProvider compensation2023 filing
$4Breported assets (EOY)
Sponsor: Duke Energy CorporationEIN: 20-2777218Plan: 001Participants: 18,156Assets: $4,026,400,000Location: Charlotte, NCLatest: 2023
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planDuke Energy Legacy Pension PlanFinancial statementProvider compensation2023 filing
$3.4Breported assets (EOY)
Sponsor: Duke Energy CorporationEIN: 20-2777218Plan: 012Participants: 25,324Assets: $3,372,100,000Location: Charlotte, NCLatest: 2023
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planDuke Energy Retiree Health & Welfare Benefit (Financed) PlansFinancial statementProvider compensation2023 filing
$25.3Mreported assets (EOY)
Sponsor: Duke Energy CorporationEIN: 20-2777218Plan: 503Participants: 38,446Assets: $25,325,000Location: Charlotte, NCLatest: 2023
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planDuke Energy Active Health & Welfare Benefit (Financed) PlansFinancial statementProvider compensation2023 filing
$0reported assets (EOY)
Sponsor: Duke Energy CorporationEIN: 20-2777218Plan: 502Participants: 28,800Assets: $0Location: Charlotte, NCLatest: 2023
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planDuke Energy Retiree Health & Welfare Benefit Plans2023 filing
Sponsor: Duke Energy CorporationEIN: 20-2777218Plan: 504Participants: 8,630Assets: not reported in the loaded datasetLocation: Charlotte, NCLatest: 2023
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planDuke Energy Active Health & Welfare Benefit PlansProvider compensation2023 filing
Sponsor: Duke Energy CorporationEIN: 20-2777218Plan: 505Participants: 36,296Assets: not reported in the loaded datasetLocation: Charlotte, NCLatest: 2023
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Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Reported compensation: $1,780,422,051Latest: 2023
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providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Reported compensation: $675,469,018Latest: 2023
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providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Reported compensation: $125,288,992Latest: 2023
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providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Reported compensation: $228,686,184Latest: 2023
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providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Reported compensation: $97,629,321Latest: 2023
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providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Reported compensation: $247,833,721Latest: 2023
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providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Reported compensation: $186,896,527Latest: 2023
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providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Reported compensation: $186,958,094Latest: 2023
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Filings

filing2023 Form 5500 — Duke Energy Retirement Cash Balance Plan
Sponsor: Duke Energy CorporationEIN: 20-2777218Plan: 001Ack ID: 20241013140555NAL0024792305001
filing2023 Form 5500 — Duke Energy Retirement Savings Plan
Sponsor: Duke Energy CorporationEIN: 20-2777218Plan: 002Ack ID: 20241010164909NAL0034799968001
filing2023 Form 5500 — Duke Energy Corporation Master Trust
Sponsor: Duke Energy CorporationEIN: 20-2777218Plan: 005Ack ID: 20241013140823NAL0024794945001
filing2023 Form 5500 — Duke Energy Legacy Pension Plan
Sponsor: Duke Energy CorporationEIN: 20-2777218Plan: 012Ack ID: 20241013140658NAL0025889041001
filing2023 Form 5500 — Duke Energy Active Health & Welfare Benefit (Financed) Plans
Sponsor: Duke Energy CorporationEIN: 20-2777218Plan: 502Ack ID: 20241010164710NAL0010277491001
filing2023 Form 5500 — Duke Energy Retiree Health & Welfare Benefit (Financed) Plans
Sponsor: Duke Energy CorporationEIN: 20-2777218Plan: 503Ack ID: 20241209112333NAL0010569361001
filing2023 Form 5500 — Duke Energy Retiree Health & Welfare Benefit Plans
Sponsor: Duke Energy CorporationEIN: 20-2777218Plan: 504Ack ID: 20241011141549NAL0022911985001
filing2023 Form 5500 — Duke Energy Active Health & Welfare Benefit Plans
Sponsor: Duke Energy CorporationEIN: 20-2777218Plan: 505Ack ID: 20241011141422NAL0043943714001

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