Centerpoint Energy Savings 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 Savings Plan is a benefit plan reported by Centerpoint Energy, Inc. under EIN 74-0694415 and plan number 015. The latest loaded filing year is 2023. The filing reports 13,013 participants and $2,602,802,204 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
- 015
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 13,013
- End-of-year plan assets
- $2,602,802,204
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 13,013 | H, C | 20241014092731NAL0014699683001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,602,802,204
- Total liabilities (EOY)
- $804,793
- Net assets (EOY)
- $2,601,997,411
- Net assets (BOY)
- $2,373,434,811
Income & contributions
- Employer contributions
- $67,145,528
- Participant contributions
- $91,659,642
- Total contributions
- $163,501,887
- Total income / additions
- $553,601,784
Expenses & distributions
- Benefits paid
- $321,489,154
- Administrative expenses
- $3,550,030
- Total expenses
- $325,039,184
- Net increase / (decrease)
- $228,562,600
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Advisors, LLC | PROFESSIONAL MANAGEMENT | $1,751,629 | not reported in the loaded dataset | 2023 |
| T. Rowe Price Stable Assets Mgmt In | INVESTMENT MANAGER | $578,955 | not reported in the loaded dataset | 2023 |
| Voya Institutional Plan Services | RECORDKEEPER | $470,115 | $0 | 2023 |
| Goldman Sachs Asset Management Comp | INVESTMENT MANAGER | $265,473 | $0 | 2023 |
| Northern Trust Company | TRUSTEE | $160,971 | $0 | 2023 |
| Callan Management | CONSULTANT | $116,230 | not reported in the loaded dataset | 2023 |
| Blackrock | INVESTMENT MANAGER | $85,821 | $0 | 2023 |
| The Talance Group | ACCOUNTING | $39,613 | not reported in the loaded dataset | 2023 |
| Mcconnell And Jones Llp | AUDITOR | $39,470 | not reported in the loaded dataset | 2023 |
| Aon Consulting | ACTUARY | $14,396 | not reported in the loaded dataset | 2023 |
| Tempo Hldg Company LLC Dba Alight S | PLAN ADMINISTRATOR | $14,065 | not reported in the loaded dataset | 2023 |
| Mellon Capital Mgmt. Corp | INVESTMENT MANAGER | $8,859 | 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
- Voya Retirement Advisors, LLC — Schedule C compensation
- T. Rowe Price Stable Assets Mgmt In — Schedule C compensation
- Voya Institutional Plan Services — Schedule C compensation
- Goldman Sachs Asset Management Comp — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Callan Management — Schedule C compensation
- Blackrock — Schedule C compensation
- The Talance Group — Schedule C compensation
- Mcconnell And Jones Llp — Schedule C compensation
- Aon Consulting — Schedule C compensation
- Tempo Hldg Company LLC Dba Alight S — Schedule C compensation
- Mellon Capital Mgmt. Corp — Schedule C compensation