# Duke Energy Corporation Health & Welfare Plan
Source: https://planprovider.pro/companies/duke-energy-corporation-202777218-503

> Duke Energy Corporation'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:** Duke Energy Corporation

- **Sponsor EIN:** 202777218

- **Sponsor Address:** 525 SOUTH TRYON STREET, CHARLOTTE, NC, 28202

- **Plan Type:** Health & Welfare

- **Plan Number:** 503

- **Total Participants:** 0

- **Total Assets:** $25.7M

## 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|$25.7M|$32.8M|$5.2M|

| 2023|0|$25.3M|$83.1M|$7.5M|

| 2022|0|$36.0M|$50.6M|$11.0M|

## 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|

| UNITED HEALTHCARE|Other Service Provider|$222,042|—|$222,042|

| MCCONNELL & JONES|Auditor|$42,850|—|$42,850|

| EXTEND HEALTH|Other Service Provider|$36,139|—|$36,139|

| STANDISH MELLON ASSET MANAGEMENT|Other Service Provider|$28,074|—|$28,074|

### Verified Provider Profiles

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

- [MCCONNELL & JONES](https://planprovider.pro/provider/mcconnell-and-jones-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $329,105

- **Estimated Expense Ratio:** 1.280% of plan assets

### 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|$333,000|$28,074|$262,076|$42,850|—|

| 2023|$554,000|$118,000|$396,000|$40,000|—|

| 2022|$875,000|$5,411|$579,419|—|$38,170|

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