Centerpoint Energy Retirement Plan — Form 5500 plan (Centerpoint 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, Centerpoint Energy Retirement Plan is a benefit plan reported by Centerpoint Energy, Inc. under EIN 74-0694415 and plan number 001. The latest loaded filing year is 2023. The filing reports 12,994 participants and $1,059,340,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Centerpoint Energy, Inc.
- EIN
- 74-0694415
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 12,994
- End-of-year plan assets
- $1,059,340,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 12,994 | H, C | 20251014155531NAL0004439440001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,059,340,000
- Total liabilities (EOY)
- $687,000
- Net assets (EOY)
- $1,058,653,000
- Net assets (BOY)
- $1,092,017,000
Income & contributions
- Employer contributions
- $442,000
- Participant contributions
- $1,053,000
- Total contributions
- $1,495,000
- Total income / additions
- $100,709,000
Expenses & distributions
- Benefits paid
- $119,990,000
- Administrative expenses
- $14,083,000
- Total expenses
- $134,073,000
- Net increase / (decrease)
- -$33,364,000
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tempo Holding Company Dba Alight | NONE | $1,051,000 | not reported in the loaded dataset | 2023 |
| Pacific Investment Management | NONE | $720,000 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $511,000 | not reported in the loaded dataset | 2023 |
| Aon Consulting | NONE | $495,000 | not reported in the loaded dataset | 2023 |
| Legal & General Investments | NONE | $458,000 | not reported in the loaded dataset | 2023 |
| Fidelity Institutional Asset Manage | NONE | $370,000 | not reported in the loaded dataset | 2023 |
| Bswift | NONE | $166,000 | not reported in the loaded dataset | 2023 |
| Wellington Trust Company | NONE | $155,000 | not reported in the loaded dataset | 2023 |
| Fidelity Institutional Asset Manage | NONE | $103,000 | not reported in the loaded dataset | 2023 |
| Callan LLC | NONE | $100,000 | not reported in the loaded dataset | 2023 |
| Dimensional Fund Advisors, Lp | NONE | $82,000 | not reported in the loaded dataset | 2023 |
| Blue Cross Blue Shield | NONE | $79,000 | not reported in the loaded dataset | 2023 |
| Delta Dental | NONE | $60,000 | not reported in the loaded dataset | 2023 |
| Mcconnell & Jones, Llp | NONE | $37,000 | not reported in the loaded dataset | 2023 |
| The Talance Group, Lp | NONE | $26,000 | not reported in the loaded dataset | 2023 |
| Caremark | NONE | $7,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Centerpoint Energy, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Tempo Holding Company Dba Alight — Schedule C compensation
- Pacific Investment Management — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Aon Consulting — Schedule C compensation
- Legal & General Investments — Schedule C compensation
- Fidelity Institutional Asset Manage — Schedule C compensation
- Bswift — Schedule C compensation
- Wellington Trust Company — Schedule C compensation
- Callan LLC — Schedule C compensation
- Dimensional Fund Advisors, Lp — Schedule C compensation
- Blue Cross Blue Shield — Schedule C compensation
- Delta Dental — Schedule C compensation
- Mcconnell & Jones, Llp — Schedule C compensation
- The Talance Group, Lp — Schedule C compensation
- Caremark — Schedule C compensation