2023 Form 5500 filing — Centerpoint Energy Savings 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 20241014092731NAL0014699683001) for Centerpoint Energy Savings Plan, reported by Centerpoint Energy, Inc. under EIN 74-0694415 and plan number 015. It reports 13,013 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014092731NAL0014699683001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Centerpoint Energy, Inc.
- EIN
- 74-0694415
- Plan number
- 015
- Location
- Houston, TX
- Participants
- 13,013
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,602,802,204
- Total liabilities (EOY)
- $804,793
- Net assets (EOY)
- $2,601,997,411
- Employer contributions
- $67,145,528
- Participant contributions
- $91,659,642
- Total income / additions
- $553,601,784
- Benefits paid
- $321,489,154
- Administrative expenses
- $3,550,030
- Total expenses
- $325,039,184
- Net increase / (decrease)
- $228,562,600
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Advisors, LLC | PROFESSIONAL MANAGEMENT | $1,751,629 | not reported in the loaded dataset |
| T. Rowe Price Stable Assets Mgmt In | INVESTMENT MANAGER | $578,955 | not reported in the loaded dataset |
| Voya Institutional Plan Services | RECORDKEEPER | $470,115 | $0 |
| Goldman Sachs Asset Management Comp | INVESTMENT MANAGER | $265,473 | $0 |
| Northern Trust Company | TRUSTEE | $160,971 | $0 |
| Callan Management | CONSULTANT | $116,230 | not reported in the loaded dataset |
| Blackrock | INVESTMENT MANAGER | $85,821 | $0 |
| The Talance Group | ACCOUNTING | $39,613 | not reported in the loaded dataset |
| Mcconnell And Jones Llp | AUDITOR | $39,470 | not reported in the loaded dataset |
| Aon Consulting | ACTUARY | $14,396 | not reported in the loaded dataset |
| Tempo Hldg Company LLC Dba Alight S | PLAN ADMINISTRATOR | $14,065 | not reported in the loaded dataset |
| Mellon Capital Mgmt. Corp | INVESTMENT MANAGER | $8,859 | not reported in the loaded dataset |