2023 Form 5500 filing — Dominion Energy Transmission Union Retiree Health And Welfare 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 20241015181728NAL0029356593001) for Dominion Energy Transmission Union Retiree Health And Welfare Plan, reported by Dominion Energy, Inc. under EIN 54-1229715 and plan number 952. It reports 886 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015181728NAL0029356593001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dominion Energy, Inc.
- EIN
- 54-1229715
- Plan number
- 952
- Location
- Richmond, VA
- Participants
- 886
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $266,876,842
- Total liabilities (EOY)
- $112,681
- Net assets (EOY)
- $266,764,161
- Employer contributions
- $550,392
- Participant contributions
- $2,853,960
- Total income / additions
- $41,422,726
- Benefits paid
- $9,699,269
- Administrative expenses
- $550,597
- Total expenses
- $10,249,866
- Net increase / (decrease)
- $31,172,860
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jp Morgan Chase Bank | INV-MGMT | $363,825 | not reported in the loaded dataset |
| Highmark | INS-SVCS | $144,932 | not reported in the loaded dataset |
| Anthem | INS-SVCS | $130,718 | not reported in the loaded dataset |
| Kkr Americas Fund Xii Lp | INV-MGMT | $119,407 | not reported in the loaded dataset |
| Ubs Global Asset Management | INV-MGMT | $105,282 | not reported in the loaded dataset |
| Trilantic Energy Partners Ii Parall | INV-MGMT | $64,391 | not reported in the loaded dataset |
| Deloitte Touche Llp | ACCNTG | $59,566 | not reported in the loaded dataset |
| Centersquare Investment Management | INV-MGMT | $47,821 | not reported in the loaded dataset |
| Willis Towers Watson | ACTURAL | $45,003 | not reported in the loaded dataset |
| Northern Trust Company | TRTE-DIR | $43,168 | $0 |
| Pwp Growth Equity Fund Ii Lp | INV-MGMT | $41,565 | not reported in the loaded dataset |
| Allspring Intermediate Ii LLC | INV-MGMT | $36,348 | not reported in the loaded dataset |
| Pwp Growth Equity Fund I Lp | INV-MGMT | $35,192 | not reported in the loaded dataset |
| Nb Real Estate Secondary Opportunit | INV-MGMT | $29,471 | not reported in the loaded dataset |
| Dominion Energy Svcs, Inc. | PLN-ADMR | $27,366 | not reported in the loaded dataset |
| Hra Admin Expenses | INS-SVCS | $18,393 | not reported in the loaded dataset |
| Wells Capital Management | INV-MGMT | $17,641 | not reported in the loaded dataset |
| Nb Private Equity Credit Opportunit | INV-MGMT | $15,689 | not reported in the loaded dataset |
| Welsh, Carson, Anderson & Stowe Xii | INV-MGMT | $14,290 | not reported in the loaded dataset |
| Trilantic Energy Partners North Ame | INV-MGMT | $8,585 | not reported in the loaded dataset |
| Nt Common Short Term Invt Fd | TRTE-DIR | $6,998 | not reported in the loaded dataset |
| Burgiss Group LLC | INADV-PL | $5,584 | not reported in the loaded dataset |