Dte Energy Company Savings And Stock Ownership Plan — Form 5500 plan (Dte Energy Corporate Services,LLC)
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, Dte Energy Company Savings And Stock Ownership Plan is a benefit plan reported by Dte Energy Corporate Services,LLC under EIN 20-5898509 and plan number 002. The latest loaded filing year is 2023. The filing reports 7,693 participants and $2,203,217,454 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dte Energy Corporate Services,LLC
- EIN
- 20-5898509
- Plan number
- 002
- Plan type
- 2
- Location
- Detroit, MI
- Latest filing year
- 2023
- Participants
- 7,693
- End-of-year plan assets
- $2,203,217,454
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,693 | H, C | 20241007103100NAL0007489379001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,203,217,454
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,203,217,454
- Net assets (BOY)
- $1,955,850,550
Income & contributions
- Employer contributions
- $45,248,874
- Participant contributions
- $70,466,743
- Total contributions
- $119,448,208
- Total income / additions
- $406,356,207
Expenses & distributions
- Benefits paid
- $160,863,861
- Administrative expenses
- $1,696,859
- Total expenses
- $162,985,217
- Net increase / (decrease)
- $243,370,990
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | NONE | $1,291,157 | not reported in the loaded dataset | 2023 |
| Mellon Investments Corporation | NONE | $138,265 | $0 | 2023 |
| Blackrock Institutional Trust Co | NONE | $80,289 | $0 | 2023 |
| Jpmorgan Chase Bank, Na | NONE | $39,696 | $0 | 2023 |
| Empower Annuity Insurance Company O | NONE | $7,726 | $0 | 2023 |
| Empower Financial Services, Inc. | NONE | $2,575 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dte Energy Corporate Services,LLC
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Detroit, MI
- Empower Advisory Group, LLC — Schedule C compensation
- Mellon Investments Corporation — Schedule C compensation
- Blackrock Institutional Trust Co — Schedule C compensation
- Jpmorgan Chase Bank, Na — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Financial Services, Inc. — Schedule C compensation