# Dominion Energy, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/dominion-energy-inc-541229715-952

> Dominion Energy, INC.'s Health & Welfare plan: 908 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:** 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](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 US LLC](https://planprovider.pro/provider/lincoln-financial-group) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/dominion-energy-inc-541229715-952)

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