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  2. DUKE ENERGY CORPORATION
Sponsor portfolio

DUKE ENERGY CORPORATION

EIN 20-2777218-utilities-Latest filing 2024
Plans
6
Retirement
3
$18.30B assets
Welfare
3
$63.6M premiums
Participants
155,485
525 SOUTH TRYON STREET - CHARLOTTE, NC 28202704-382-4703duke-energy.comLinkedIn10001+ employeesutilities
Plans on this EIN
6 filings
#002ESOP-$11.27B - 35,031 part#001CashBalance-$4.68B - 26,146 part#012CashBalance-$2.35B - 14,346 part#505Mixed-$43.6M - 64,224 lives#503Mixed-$18.3M - 7,421 lives#504Mixed-$1.7M - 3,846 lives

Retirement portfolio analytics

3 plans aggregated / $18.30B assets / 75,523 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • ENERGY RETIREMENT Savings (#002)62%
  • CASH BALANCE PLAN (#001)26%
  • ENERGY LEGACY PENSION (#012)13%
Total $18.30BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ENERGY RETIREMENT Savings (#002)35,031
  • CASH BALANCE PLAN (#001)26,146
  • ENERGY LEGACY PENSION (#012)14,346
Total 75,523Click row to drill in

Benefits portfolio analytics

3 plans / $63.6M premiums / 75,491 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$33.6M
  • Other$19.9M
  • Long-term disability$15.4M
  • Health$9.8M
  • Vision$3.8M
  • Dental$858K
  • +1 more
Total $63.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • SECURIAN LIFE INSURANCE COMPANY53%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY24%
  • UNITEDHEALTHCARE INSURANCE COMPANY15%
  • VISION SERVICE PLAN6%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY1%
  • +2 more
Total $63.6M7 slices

Broker market share

Schedule A broker compensation

Split broker
61%top
  • MARSH & MCLENNAN AGENCY LLC61%
  • STRATEGIC EMPLOYEE BENEFIT SERVICES23%
  • STRATEGIC NON-MEDICAL SOLUTION16%
Total $1.1M3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

DUKE ENERGY RETIREMENT SAVINGS PLAN

ESOP

Assets$11.27B
Participants35,031
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

DUKE ENERGY RETIREMENT CASH BALANCE PLAN

CashBalance

Assets$4.68B
Participants26,146
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#012

DUKE ENERGY LEGACY PENSION PLAN

CashBalance

Assets$2.35B
Participants14,346
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

DUKE ENERGY ACTIVE HEALTH & WELFARE BENEFIT PLANS

Mixed - SECURIAN LIFE INSURANCE COMPANY

Premiums$43.6M
Covered lives64,224
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

DUKE ENERGY RETIREE HEALTH & WELFARE BENEFIT (FINANCED) PLANS

Mixed - SIERRA HEALTH AND LIFE INSURANCE COMPANY, INC

Premiums$18.3M
Covered lives7,421
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

DUKE ENERGY RETIREE HEALTH & WELFARE BENEFIT PLANS

Mixed - SECURIAN LIFE INSURANCE COMPANY

Premiums$1.7M
Covered lives3,846
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002DUKE ENERGY RETIREMENT SAVINGS PLANESOP$11.27B35,0312024
001DUKE ENERGY RETIREMENT CASH BALANCE PLANCashBalance$4.68B26,1462024
012DUKE ENERGY LEGACY PENSION PLANCashBalance$2.35B14,3462024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
505DUKE ENERGY ACTIVE HEALTH & WELFARE BENEFIT PLANSMixedSECURIAN LIFE INSURANCE COMPANY$43.6M64,2242024
503DUKE ENERGY RETIREE HEALTH & WELFARE BENEFIT (FINANCED) PLANSMixedSIERRA HEALTH AND LIFE INSURANCE COMPANY, INC$18.3M7,4212024
504DUKE ENERGY RETIREE HEALTH & WELFARE BENEFIT PLANSMixedSECURIAN LIFE INSURANCE COMPANY$1.7M3,8462024
Retirement plans
Welfare plans
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