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: 952
- Total Participants: 908
- 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 | 908 | $0 | $2.1M | $2.7M |
| 2023 | 886 | $266.9M | $550,392 | $2.9M |
| 2022 | 966 | $235.8M | $2.3M | $3.2M |
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 |
|---|---|---|---|---|
| JP MORGAN CHASE BANK | Other Service Provider | $312,716 | — | $312,716 |
| ALPINE INVESTORS IX LP | Other Service Provider | $170,999 | — | $170,999 |
| HIGHMARK | Other Service Provider | $136,472 | — | $136,472 |
| ANTHEM | Investment Advisor | $121,045 | — | $121,045 |
| EXPRESS SCRIPTS | Other Service Provider | $103,723 | — | $103,723 |
| ALLSPRING INTERMEDIATE II LLC | Other Service Provider | $93,159 | — | $93,159 |
| ERNST & YOUNG U.S. LLP | Auditor | $91,614 | — | $91,614 |
| DELOITTE TOUCHE LLP | Auditor | $60,318 | — | $60,318 |
| DOMINION RESOURCES SVCS, INC. | Other Service Provider | $45,779 | — | $45,779 |
| PWP GROWTH EQUITY FUND II LP | Other Service Provider | $44,784 | — | $44,784 |
| TRILANTIC ENERGY PTNS PARALLEL | Other Service Provider | $42,072 | — | $42,072 |
| WILLIS TOWERS WATSON US LLC | Actuary | $40,028 | — | $40,028 |
| BNY MELLON | Other Service Provider | $31,078 | — | $31,078 |
| A&M CAPITAL PARTNERS II | Other Service Provider | $27,154 | — | $27,154 |
| PWP GROWTH EQUITY FUND I LP | Other Service Provider | $27,013 | — | $27,013 |
| NB RE SECONDARY OPP OFFSHORE | Other Service Provider | $22,251 | — | $22,251 |
| NB PRIVATE EQUITY CREDIT OPPORTUNIT | Other Service Provider | $20,569 | — | $20,569 |
| HRA ADMIN EXPENSES | Other Service Provider | $17,798 | — | $17,798 |
| KKR AMERICAS FUND XII LP | Other Service Provider | $16,338 | — | $16,338 |
| VIRTU AMERICAS LLC, NEW YORK | Other Service Provider | — | $10,010 | $10,010 |
| A & M CAPITAL PARTNERS LP | Other Service Provider | $6,765 | — | $6,765 |
| WELSH, CARSON, ANDERSON & STOWE XII | Other Service Provider | $6,632 | — | $6,632 |
| KIRKLAND & ELLIS LLP | ERISA Attorney | $5,253 | — | $5,253 |
| MSCI, INC. | Other Service Provider | $5,194 | — | $5,194 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANTHEM — Investment Advisor
- ERNST & YOUNG U.S. LLP — Auditor
- DELOITTE TOUCHE LLP — Auditor
- WILLIS TOWERS WATSON US LLC — Actuary
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,458,764
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 | $747,909 | — | — | $60,318 | — |
| 2023 | $550,597 | — | — | $59,566 | — |
| 2022 | $734,937 | — | — | — | $205,777 |