2023 Form 5500 filing — Dte Electric Company Savings And Stock Ownership Plan For Employees Represented By Local 223 Of The Utility Workers Union Of America
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241007102648NAL0008787907001) for Dte Electric Company Savings And Stock Ownership Plan For Employees Represented By Local 223 Of The Utility Workers Union Of America, reported by Dte Energy Corporate Services, LLC under EIN 20-5898509 and plan number 003. It reports 4,484 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007102648NAL0008787907001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dte Energy Corporate Services, LLC
- EIN
- 20-5898509
- Plan number
- 003
- Location
- Detroit, MI
- Participants
- 4,484
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $857,546,403
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $857,546,403
- Employer contributions
- $21,785,722
- Participant contributions
- $37,112,751
- Total income / additions
- $160,586,906
- Benefits paid
- $79,173,240
- Administrative expenses
- $660,099
- Total expenses
- $80,065,852
- Net increase / (decrease)
- $80,521,054
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | NONE | $544,480 | not reported in the loaded dataset |
| Mellon Investments Corporation | NONE | $56,941 | $0 |
| Blackrock Institutional Trust Co | NONE | $24,177 | $0 |
| Jpmorgan Chase Bank, Na | NONE | $7,749 | $0 |
| Empower Annuity Insurance Company O | NONE | $1,913 | $0 |
| Empower Financial Services, Inc. | NONE | $370 | not reported in the loaded dataset |