Duke Energy Active Health & Welfare Benefit Plans — Form 5500 plan (Duke Energy Corporation)
Plain-English plan 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, Duke Energy Active Health & Welfare Benefit Plans is a benefit plan reported by Duke Energy Corporation under EIN 20-2777218 and plan number 505. The latest loaded filing year is 2023. The filing reports 36,296 participants and not reported in the loaded dataset in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Duke Energy Corporation
- EIN
- 20-2777218
- Plan number
- 505
- Plan type
- 2
- Location
- Charlotte, NC
- Latest filing year
- 2023
- Participants
- 36,296
- End-of-year plan assets
- not reported in the loaded dataset
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 36,296 | C | 20241011141422NAL0043943714001 |
Reported financial statement
This plan is loaded, but Schedule H / I financial-statement detail is not present for it in the current loaded dataset.
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tempo Holding Company LLC | NONE | $1,581,391 | not reported in the loaded dataset | 2023 |
| United Bahavioral Health Dda Optum | NONE | $1,026,247 | not reported in the loaded dataset | 2023 |
| Lincoln National Life Insuranc | NONE | $908,394 | not reported in the loaded dataset | 2023 |
| Lincoln National Life Insurance | NONE | $807,930 | not reported in the loaded dataset | 2023 |
| The Northern Trust Company | NONE | $760,000 | not reported in the loaded dataset | 2023 |
| The Northern Trust Company | NONE | $551,005 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Duke Energy Corporation
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Charlotte, NC
- Tempo Holding Company LLC — Schedule C compensation
- United Bahavioral Health Dda Optum — Schedule C compensation
- Lincoln National Life Insuranc — Schedule C compensation
- Lincoln National Life Insurance — Schedule C compensation
- The Northern Trust Company — Schedule C compensation