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: 951
- Total Participants: 0
- Total Assets: $0
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 | $0 | $2.4M | $1.9M |
| 2023 | 1,238 | $153.9M | $1.6M | $2.0M |
| 2022 | 1,091 | $139.0M | $0 | $2.0M |
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 |
|---|---|---|---|---|
| HIGHMARK | Other Service Provider | $269,106 | — | $269,106 |
| JP MORGAN CHASE BANK | Other Service Provider | $144,704 | — | $144,704 |
| EXPRESS SCRIPTS | Investment Advisor | $116,311 | — | $116,311 |
| ALPINE INVESTORS IX, LP | Other Service Provider | $102,599 | — | $102,599 |
| ANTHEM | Other Service Provider | $99,518 | — | $99,518 |
| ERNST & YOUNG U.S. LLP | Auditor | $94,476 | — | $94,476 |
| DELOITTE & TOUCHE LLP | Auditor | $60,318 | — | $60,318 |
| ALLSPRING INTERMEDIATE II LLC | Other Service Provider | $49,034 | — | $49,034 |
| WILLIS TOWERS WATSON | Recordkeeper | $45,575 | — | $45,575 |
| ALIGHT HOLDING COMPANY LLC | Recordkeeper | $37,597 | — | $37,597 |
| BNY MELLON | Other Service Provider | $31,223 | — | $31,223 |
| PWP GROWTH EQUITY FUND II LP | Other Service Provider | $29,853 | — | $29,853 |
| DOMINION RESOURCES SVCS, INC. | Other Service Provider | $26,139 | — | $26,139 |
| A&M CAPITAL PARTNERS II | Other Service Provider | $18,102 | — | $18,102 |
| PWP GROWTH EQUITY FUND 1 LP | Other Service Provider | $18,009 | — | $18,009 |
| NB RE SECONDARY OPP OFFSHORE | Other Service Provider | $14,834 | — | $14,834 |
| TRILANTIC ENERGY PARTNERS II PARALL | Other Service Provider | $14,024 | — | $14,024 |
| KOHLBERG TE INVESTORS IX LP | Other Service Provider | $11,333 | — | $11,333 |
| KKR AMERICAS FUND XII LP | Other Service Provider | $10,896 | — | $10,896 |
| VIA BENEFITS (HRA) | Other Service Provider | $9,366 | — | $9,366 |
| NB PE CREDIT OPP FUND (TE) LP | Other Service Provider | $6,855 | — | $6,855 |
| A & M CAPITAL PARTNERS LP | Other Service Provider | $6,765 | — | $6,765 |
| WCA & STOWE XII LP | Other Service Provider | $6,632 | — | $6,632 |
| VIRTU AMERICAS LLC, NEW YORK | Other Service Provider | — | $5,061 | $5,061 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EXPRESS SCRIPTS — Investment Advisor
- ERNST & YOUNG U.S. LLP — Auditor
- DELOITTE & TOUCHE LLP — Auditor
- WILLIS TOWERS WATSON — Recordkeeper
- ALIGHT HOLDING COMPANY LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,228,330
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 | $851,698 | — | $37,597 | $60,318 | — |
| 2023 | $751,233 | — | $86,296 | $59,166 | — |
| 2022 | $902,188 | — | — | — | $309,390 |