2023 Form 5500 filing — Dte Energy Company Savings And Stock Ownership Plan
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 20241007103100NAL0007489379001) for Dte Energy Company Savings And Stock Ownership Plan, reported by Dte Energy Corporate Services,LLC under EIN 20-5898509 and plan number 002. It reports 7,693 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007103100NAL0007489379001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dte Energy Corporate Services,LLC
- EIN
- 20-5898509
- Plan number
- 002
- Location
- Detroit, MI
- Participants
- 7,693
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,203,217,454
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,203,217,454
- Employer contributions
- $45,248,874
- Participant contributions
- $70,466,743
- Total income / additions
- $406,356,207
- Benefits paid
- $160,863,861
- Administrative expenses
- $1,696,859
- Total expenses
- $162,985,217
- Net increase / (decrease)
- $243,370,990
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | NONE | $1,291,157 | not reported in the loaded dataset |
| Mellon Investments Corporation | NONE | $138,265 | $0 |
| Blackrock Institutional Trust Co | NONE | $80,289 | $0 |
| Jpmorgan Chase Bank, Na | NONE | $39,696 | $0 |
| Empower Annuity Insurance Company O | NONE | $7,726 | $0 |
| Empower Financial Services, Inc. | NONE | $2,575 | not reported in the loaded dataset |