Plan5500

Centerpoint Energy Group Welfare Benefits Plan For Retirees — 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 Group Welfare Benefits Plan For Retirees is a benefit plan reported by Centerpoint Energy, Inc. under EIN 74-0694415 and plan number 558. The latest loaded filing year is 2023. The filing reports 5,661 participants and $84,847,000 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$84.7MPlan net assets, end of year$84,718,000
Participants5.7KCovered participants reported5,661
Assets / participant$15KComputed: assets ÷ participants$14,988 (computed)
Provider compensation$786.4K8 Schedule C provider row(s)$786,408
Plan sponsor
Centerpoint Energy, Inc.
EIN
74-0694415
Plan number
558
Plan type
2
Location
Houston, TX
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
    5,661 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)$84.8M total assets
Net assets$84.7MLiabilities$129K
Money in vs. money out
Total income / additions$16.6M
Total expenses$15.1M
Benefits paid / distributions$14.2M
Contributions
Employer$2.9M
Participant$5.4M
Full reported line items

Net assets

Total assets (EOY)
$84,847,000
Total liabilities (EOY)
$129,000
Net assets (EOY)
$84,718,000
Net assets (BOY)
$83,178,000

Income & contributions

Employer contributions
$2,939,000
Participant contributions
$5,432,000
Total contributions
$8,371,000
Total income / additions
$16,617,000

Expenses & distributions

Benefits paid
$14,182,000
Administrative expenses
$895,000
Total expenses
$15,077,000
Net increase / (decrease)
$1,540,000
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 35%Participant 65%
Total expenses ÷ net assets18%Computed ratio
Benefits paid ÷ total income85%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

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

  1. 1
    Bswift$359K
    NONE · Direct $359K
  2. 2
    Blue Cross Blue Shield$185K
    NONE · Direct $185K
  3. 3
    Delta Dental$125K
    NONE · Direct $125K
  4. 4
    Principal Trust Company$31K
    NONE · Direct $31K
  5. 5
    The Talance Group$29.4K
    NONE · Direct $29.4K
  6. 6
    Callan LLC$29K
    NONE · Direct $29K
  7. 7
    Northern Trust$18K
    NONE · Direct $18K
  8. 8
    Mcconnell & Jones Llp$10K
    NONE · Direct $10K

What to inspect next

Frequently asked questions

Who sponsors the Centerpoint Energy Group Welfare Benefits Plan For Retirees?
Centerpoint Energy Group Welfare Benefits Plan For Retirees is reported as sponsored by Centerpoint Energy, Inc. (EIN 74-0694415, plan number 558) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Centerpoint Energy Group Welfare Benefits Plan For Retirees?
The latest Form 5500 filing year loaded for Centerpoint Energy Group Welfare Benefits Plan For Retirees is 2023.
How many participants does Centerpoint Energy Group Welfare Benefits Plan For Retirees report?
Centerpoint Energy Group Welfare Benefits Plan For Retirees reports 5,661 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Centerpoint Energy Group Welfare Benefits Plan For Retirees?
Centerpoint Energy Group Welfare Benefits Plan For Retirees reports $84,847,000 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