Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DTE ENERGY CORPORATE SERVICES, LLC
EIN 20-5898509utilitiesLatest filing 2024
Plans
11
Retirement
6
$7.75B assets
Welfare
5
$89.7M premiums
Participants
75,612
Plans on this EIN
11 filings#001CashBalance-$3.69B - 13,899 part#002ESOP-$2.33B - 7,151 part#003ESOP-$963.3M - 4,119 part#005CashBalance-$425.0M - 2,275 part#004ESOP-$229.0M - 664 part#006ESOP-$104.7M - 486 part#522Fully Insured-$56.4M - 6,093 lives#523Mixed-$19.5M - 42,859 lives#526Mixed-$13.8M - 3,153 lives#527Self Funded-0 lives#528Self Funded-0 lives
Retirement portfolio analytics
6 plans aggregated / $7.75B assets / 28,594 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
53%top
- ALIGHT SOLUTIONS LLC53%
- GREAT-WEST LIFE & ANNUITY INSURANCE44%
- (Not disclosed)3%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
5 plans / $89.7M premiums / 52,105 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$69.6M
- Prescription drug$50.3M
- Vision$45.0M
- Other$17.2M
- Life$16.6M
- Long-term disability$2.9M
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
50%top
- BLUE CARE NETWORK OF MICHIGAN50%
- HEALTH ALLIANCE PLAN19%
- METROPOLITAN LIFE INSURANCE COMPANY19%
- PRIORITY HEALTH6%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY3%
- +3 more
Broker market share
Schedule A broker compensation
100%top
- WILLIS TOWERS WATSON US LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
DTE ENERGY COMPANY RETIREMENT PLAN
CashBalance
Assets$3.69B
Participants13,899
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DTE ENERGY COMPANY SAVINGS AND STOCK OWNERSHIP PLAN
ESOP
Assets$2.33B
Participants7,151
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
DTE ELECTRIC COMPANY SAVINGS AND STOCK OWNERSHIP PLAN FOR EMPLOYEES REPRESENTED BY LOCAL 223 OF THE UTILITY WORKERS UNION OF AMERICA
ESOP
Assets$963.3M
Participants4,119
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
DTE GAS COMPANY RETIREMENT PLAN FOR EMPLOYEES COVERED BY COLLECTIVE BARGAINING AGREEMENTS
CashBalance
Assets$425.0M
Participants2,275
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
DTE ELECTRIC COMPANY SAVINGS & STOCK OWNERSHIP PLAN FOR EMPLOYEES REPRESENTED BY LOCAL 17 OF IBEW
ESOP
Assets$229.0M
Participants664
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006
DTE GAS COMPANY INVESTMENT AND STOCK OWNERSHIP PLAN
ESOP
Assets$104.7M
Participants486
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#522
DTE ENERGY COMPANY COMPREHENSIVE GROUP HEALTH CARE PLAN
Fully Insured - BLUE CARE NETWORK OF MICHIGAN
Premiums$56.4M
Covered lives6,093
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#523
DTE ENERGY COMPANY COMPREHENSIVE NON-HEALTH WELFARE BENEFIT PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$19.5M
Covered lives42,859
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#526
DTE ENERGY COMPANY COMPREHENSIVE RETIREE GROUP HEALTH CARE PLAN
Mixed - BLUE CARE NETWORK OF MICHIGAN
Premiums$13.8M
Covered lives3,153
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#527
DTE SUPPLEMENTAL RETIREE BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#528
DTE ENERGY RETIREE REIMBURSEMENT ARRANGEMENT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans6
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DTE ENERGY COMPANY RETIREMENT PLAN | CashBalance | $3.69B | 13,899 | 2024 | |
| 002 | DTE ENERGY COMPANY SAVINGS AND STOCK OWNERSHIP PLAN | ESOP | $2.33B | 7,151 | 2024 | |
| 003 | DTE ELECTRIC COMPANY SAVINGS AND STOCK OWNERSHIP PLAN FOR EMPLOYEES REPRESENTED BY LOCAL 223 OF THE UTILITY WORKERS UNION OF AMERICA | ESOP | $963.3M | 4,119 | 2024 | |
| 005 | DTE GAS COMPANY RETIREMENT PLAN FOR EMPLOYEES COVERED BY COLLECTIVE BARGAINING AGREEMENTS | CashBalance | $425.0M | 2,275 | 2024 | |
| 004 | DTE ELECTRIC COMPANY SAVINGS & STOCK OWNERSHIP PLAN FOR EMPLOYEES REPRESENTED BY LOCAL 17 OF IBEW | ESOP | $229.0M | 664 | 2024 | |
| 006 | DTE GAS COMPANY INVESTMENT AND STOCK OWNERSHIP PLAN | ESOP | $104.7M | 486 | 2024 |
Welfare plans5
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 522 | DTE ENERGY COMPANY COMPREHENSIVE GROUP HEALTH CARE PLAN | Fully Insured | BLUE CARE NETWORK OF MICHIGAN | $56.4M | 6,093 | 2024 | |
| 523 | DTE ENERGY COMPANY COMPREHENSIVE NON-HEALTH WELFARE BENEFIT PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $19.5M | 42,859 | 2024 | |
| 526 | DTE ENERGY COMPANY COMPREHENSIVE RETIREE GROUP HEALTH CARE PLAN | Mixed | BLUE CARE NETWORK OF MICHIGAN | $13.8M | 3,153 | 2024 | |
| 527 | DTE SUPPLEMENTAL RETIREE BENEFIT PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 528 | DTE ENERGY RETIREE REIMBURSEMENT ARRANGEMENT PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans