# Dominion Energy, INC. Health & Welfare Plan Source: https://planprovider.pro/companies/dominion-energy-inc-541229715-507 > Dominion Energy, INC.'s Health & Welfare plan: 10,893 participants, plan year 2024 financials, providers, and benchmarks from Form 5500. Form 5500 filing data for plan year 2024. ## Plan Snapshot - **Plan Sponsor:** Dominion Energy, INC. - **Sponsor EIN:** 541229715 - **Sponsor Address:** 120 TREDEGAR ST, CLEARINGHOUSE 3FL, RICHMOND, VA, 232194306 - **Plan Type:** Health & Welfare - **Plan Number:** 507 - **Total Participants:** 10,893 - **Total Assets:** $1.8B ## 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|10,893|$1.8B|$22.1M|$12.5M| | 2023|10,937|$1.1B|$16.0M|$13.4M| | 2022|10,380|$1.0B|$21.8M|$15.2M| ## 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| | ANTHEM|Investment Advisor|$1,474,504|—|$1,474,504| | JP MORGAN CHASE BANK|Other Service Provider|$1,348,202|—|$1,348,202| | EXPRESS SCRIPTS|Other Service Provider|$674,121|—|$674,121| | ALLSPRING INTERMEDIATE II LLC|Other Service Provider|$415,201|—|$415,201| | ALPINE INVESTORS|Other Service Provider|$410,399|—|$410,399| | VIA BENEFITS (HRA)|Other Service Provider|$352,554|—|$352,554| | ERNST & YOUNG U.S. LLP|Auditor|$323,549|—|$323,549| | DOMINION RESOURCES SERVICES|Other Service Provider|$168,572|—|$168,572| | WILLIS TOWERS WATSON US LLC|Actuary|$149,576|—|$149,576| | TRILANTIC ENERGY PARTNERS II PARALL|Other Service Provider|$99,476|—|$99,476| | ALIGHT HOLDING COMPANY LLC|Recordkeeper|$78,682|—|$78,682| | PWP GROWTH EQUITY FUND II LP|Other Service Provider|$77,169|—|$77,169| | BNY MELLON|Other Service Provider|$73,287|—|$73,287| | KKR AMERICAS FUND XII LP|Other Service Provider|$73,268|—|$73,268| | HIGHMARK|Other Service Provider|$52,412|—|$52,412| | A&M CAPITAL PARTNERS II, LP|Other Service Provider|$52,044|—|$52,044| | NB PRIVATE EQUITY CREDIT OPPORTUNIT|Other Service Provider|$43,960|—|$43,960| | VIRTU AMERICAS LLC, NEW YORK|Other Service Provider|—|$41,492|$41,492| | PWP GROWTH EQUITY FUND I LP|Other Service Provider|$38,084|—|$38,084| | KEYBANK NATIONAL ASSOCIATION|Investment Advisor|$36,723|—|$36,723| | NB RE SECONDARY OPP OFFSHORE|Other Service Provider|$34,600|—|$34,600| | PJT PARTNERS|Other Service Provider|$33,183|—|$33,183| | PRUDENTIAL INSURANCE CO|Recordkeeper|$23,409|—|$23,409| | KIRKLAND & ELLIS LLP|ERISA Attorney|$22,573|—|$22,573| | MSCI, INC.|Other Service Provider|$21,337|—|$21,337| | KOHLBERG TE INVESTORS IX LP|Other Service Provider|$20,775|—|$20,775| | A & M CAPITAL PARTNERS LP|Other Service Provider|$18,056|—|$18,056| | THE NORTHERN TRUST COMPANY|Other Service Provider|$17,941|—|$17,941| | BANK OF AMERICA CORP, CHARLOTTE|Other Service Provider|—|$16,356|$16,356| | MISCHLER FINANCIAL GROUP INC, NEW Y|Other Service Provider|—|$15,133|$15,133| | WCA & STOWE XII LP|Other Service Provider|$14,922|—|$14,922| | UBS SECURITIES LLC, STAMFORD|Other Service Provider|—|$11,449|$11,449| | DELOITTE TOUCHE LLP|Auditor|$10,782|—|$10,782| | BARCLAYS CAPITAL LE, NEW YORK|Other Service Provider|—|$9,284|$9,284| | 1607 CAPITAL BOND FUND|Other Service Provider|$9,142|—|$9,142| | CLEAR STREET LLC, NEW YORK|Other Service Provider|—|$8,481|$8,481| | JONESTRADING INST SVCS LLC, NEW YOR|Other Service Provider|—|$8,132|$8,132| | GOLDMAN SACHS & CO, NY|Other Service Provider|—|$8,021|$8,021| | JEFFERIES & CO INC, NEW YORK|Other Service Provider|—|$7,202|$7,202| | REED SMITH LLP|ERISA Attorney|$6,707|—|$6,707| | COWEN AND CO LLC, NEW YORK|Other Service Provider|—|$5,930|$5,930| | CAP INSTL SVCS INC - EQUITIES, NEW|Other Service Provider|—|$5,271|$5,271| ### Verified Provider Profiles Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro: - [ANTHEM](https://planprovider.pro/provider/marsh-mclennan-agency) — Investment Advisor - [ERNST & YOUNG U.S. LLP](https://planprovider.pro/provider/ernst-and-young-llp) — Auditor - [WILLIS TOWERS WATSON US LLC](https://planprovider.pro/provider/lincoln-financial-group) — Actuary - [ALIGHT HOLDING COMPANY LLC](https://planprovider.pro/provider/alight-solutions) — Recordkeeper - [KEYBANK NATIONAL ASSOCIATION](https://planprovider.pro/provider/victory-capital-management-inc) — Investment Advisor - [PRUDENTIAL INSURANCE CO](https://planprovider.pro/provider/empower) — Recordkeeper - [DELOITTE TOUCHE LLP](https://planprovider.pro/provider/deloitte-and-touche-llp) — Auditor ## Plan Fees & Expenses Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings. - **Total Service Provider Fees:** $6,311,961 - **Estimated Expense Ratio:** 0.359% 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|$3,986,533|—|$78,682|$10,782|—| | 2023|$8,378,312|—|$262,275|$14,222|—| | 2022|$12,677,876|—|—|—|$934,516| ## Similar Plans - [Dominion Energy, INC.](https://planprovider.pro/companies/dominion-energy-inc-401k-plan-001) — 18,747 participants - [Dominion Energy, INC.](https://planprovider.pro/companies/dominion-energy-inc-plan-101) — 9,906 participants - [Dominion Energy, INC.](https://planprovider.pro/companies/dominion-energy-inc-401k-plan-005) — 3,429 participants - [Scana Corporation](https://planprovider.pro/companies/scana-corporation-570784499-521) — 2,737 participants - [Scana Corporation](https://planprovider.pro/companies/scana-corporation-plan-001) — 2,058 participants - [Dominion Energy, INC.](https://planprovider.pro/companies/dominion-energy-inc-plan-016) — 1,109 participants [View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/dominion-energy-inc-541229715-507) © 2026 PlanProvider.Pro