Plan5500

Dominion Energy Peoples Union Retiree Health And Welfare Plan — Form 5500 plan (Dominion Energy, Inc.)

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, Dominion Energy Peoples Union Retiree Health And Welfare Plan is a benefit plan reported by Dominion Energy, Inc. under EIN 54-1229715 and plan number 954. The latest loaded filing year is 2023. The filing reports 344 participants and $4,200,852 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$4.1MPlan net assets, end of year$4,145,413
Participants344Covered participants reported
Assets / participant$12.2KComputed: assets ÷ participants$12,212 (computed)
Provider compensation$148.6K6 Schedule C provider row(s)$148,574
Plan sponsor
Dominion Energy, Inc.
EIN
54-1229715
Plan number
954
Plan type
2
Location
Richmond, VA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    344 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$4.2M total assets
Net assets$4.1MLiabilities$55.4K
Money in vs. money out
Total income / additions$2.2M
Total expenses$3M
Benefits paid / distributions$2.9M
Contributions
Employer$60.2K
Participant$1.5M
Full reported line items

Net assets

Total assets (EOY)
$4,200,852
Total liabilities (EOY)
$55,439
Net assets (EOY)
$4,145,413
Net assets (BOY)
$4,976,238

Income & contributions

Employer contributions
$60,248
Participant contributions
$1,488,329
Total contributions
$1,548,577
Total income / additions
$2,165,169

Expenses & distributions

Benefits paid
$2,857,634
Administrative expenses
$138,360
Total expenses
$2,995,994
Net increase / (decrease)
-$830,825
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 4%Participant 96%
Total expenses ÷ net assets72%Computed ratio
Benefits paid ÷ total income132%Computed ratio
Provider comp. ÷ net assets4%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Deloitte & Touche Llp$59.2K
    ACCNTG · Direct $59.2K
  2. 2
    Highmark$46.9K
    INS-SVCS · Direct $46.9K
  3. 3
    Express Scripts$18.6K
    INS-SVCS · Direct $18.6K
  4. 4
    Northern Trust Company$11.1K
    TRTE-DIR · Direct $11.1K · Indirect $0
  5. 5
    Anthem$7.5K
    NS-SVCS · Direct $7.5K
  6. 6
    Dominion Energy Services, Inc.$5.2K
    PLN-ADMR · Direct $5.2K

What to inspect next

Frequently asked questions

Who sponsors the Dominion Energy Peoples Union Retiree Health And Welfare Plan?
Dominion Energy Peoples Union Retiree Health And Welfare Plan is reported as sponsored by Dominion Energy, Inc. (EIN 54-1229715, plan number 954) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Dominion Energy Peoples Union Retiree Health And Welfare Plan?
The latest Form 5500 filing year loaded for Dominion Energy Peoples Union Retiree Health And Welfare Plan is 2023.
How many participants does Dominion Energy Peoples Union Retiree Health And Welfare Plan report?
Dominion Energy Peoples Union Retiree Health And Welfare Plan reports 344 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Dominion Energy Peoples Union Retiree Health And Welfare Plan?
Dominion Energy Peoples Union Retiree Health And Welfare Plan reports $4,200,852 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages