# Dominion Energy, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/dominion-energy-inc-541229715-954

> Dominion Energy, INC.'s Health & Welfare plan: 329 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:** 954

- **Total Participants:** 329

- **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|329|$0|$1.1M|$1.4M|

| 2023|344|$4.2M|$60,248|$1.5M|

| 2022|304|$5.1M|$226,323|$1.5M|

## 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|

| DELOITTE & TOUCHE LLP|Auditor|$60,318|—|$60,318|

| ERNST & YOUNG U.S. LLP|Auditor|$55,050|—|$55,050|

| HIGHMARK|Other Service Provider|$44,408|—|$44,408|

| EXPRESS SCRIPTS|Other Service Provider|$27,164|—|$27,164|

| BNY MELLON|Other Service Provider|$12,441|—|$12,441|

| ANTHEM|Investment Advisor|$6,709|—|$6,709|

| DOMINION RESOURCES SVCS, INC.|Other Service Provider|$6,584|—|$6,584|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

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

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

- [ANTHEM](https://planprovider.pro/provider/marsh-mclennan-agency) — Investment Advisor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $212,674

### 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|$213,104|—|—|$60,318|—|

| 2023|$138,360|—|—|$59,166|—|

| 2022|$179,418|—|—|—|$106,522|

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