# Dominion Energy, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/dominion-energy-inc-541229715-951

> Dominion 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:** 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](https://planprovider.pro/provider/marsh-mclennan-agency) — Investment Advisor

- [ERNST & YOUNG U.S. LLP](https://planprovider.pro/provider/ernst-and-young-llp) — Auditor

- [DELOITTE & TOUCHE LLP](https://planprovider.pro/provider/deloitte-and-touche-llp) — Auditor

- [WILLIS TOWERS WATSON](https://planprovider.pro/provider/lincoln-financial-group) — Recordkeeper

- [ALIGHT HOLDING COMPANY LLC](https://planprovider.pro/provider/alight-solutions) — 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|

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