# Centerpoint Energy, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/centerpoint-energy-inc-740694415-558

> Centerpoint Energy, INC.'s Health & Welfare plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Centerpoint Energy, INC.

- **Sponsor EIN:** 740694415

- **Sponsor Address:** 1111 LOUISIANA STREET, HOUSTON, TX, 770025230

- **Plan Type:** Health & Welfare

- **Plan Number:** 558

- **Total Participants:** 0

- **Total Assets:** $82.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|0|$82.9M|$4.1M|$4.9M|

| 2023|0|$84.8M|$2.9M|$5.4M|

| 2022|0|$83.3M|$3.9M|$5.7M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| BSWIFT|Other Service Provider|$256,989|—|$256,989|

| ALIGHT|Recordkeeper|$248,118|—|$248,118|

| BLUE CROSS BLUE SHIELD|Other Service Provider|$175,261|—|$175,261|

| DELTA DENTAL|Other Service Provider|$129,003|—|$129,003|

| MCCONNELL & JONES LLP|Auditor|$54,171|—|$54,171|

| CALLAN LLC|Other Service Provider|$33,271|—|$33,271|

| NORTHERN TRUST|Other Service Provider|$18,010|—|$18,010|

| CENTERPOINT ENERGY|Other Service Provider|$15,181|—|$15,181|

| PRINCIPAL TRUST COMPANY|Recordkeeper|$11,942|—|$11,942|

| CAREMARK|Other Service Provider|$8,018|—|$8,018|

| THE TALANCE GROUP|Other Service Provider|$5,250|—|$5,250|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ALIGHT](https://planprovider.pro/provider/alight-solutions) — Recordkeeper

- [MCCONNELL & JONES LLP](https://planprovider.pro/provider/mcconnell-and-jones-llp) — Auditor

- [PRINCIPAL TRUST COMPANY](https://planprovider.pro/provider/principal-financial-group-inc) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $955,214

- **Estimated Expense Ratio:** 1.153% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$1,043,000|$33,000|$822,000|$54,000|—|

| 2023|$895,000|$49,000|$701,000|$10,000|—|

| 2022|$983,000|$30,000|$672,000|—|$52,000|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/centerpoint-energy-inc-740694415-558)

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