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  2. DOMINION ENERGY, INC.
Sponsor portfolioTH

DOMINION ENERGY, INC.

EIN 54-1229715-utilities-Latest filing 2024
Plans
14
Retirement
3
$13.24B assets
Welfare
11
$16.3M premiums
Participants
89,461
120 TREDEGAR ST, CLEARINGHOUSE 3FL, ATTENTION BENEFITS REPORTING - RICHMOND, VA 232194306877-947-4636dominionenergy.comLinkedIn10001+ employeesutilities
Plans on this EIN
14 filings
#101CashBalance-$8.33B - 38,980 part#001ESOP-$4.43B - 18,620 part#005ESOP-$474.4M - 3,438 part#507Mixed-$7.1M - 11,522 lives#537Mixed-$5.0M - 16,886 lives#954Mixed-$1.6M - 0 lives#951Mixed-$1.3M - 0 lives#952Mixed-$1.3M - 0 lives#510Mixed-$94K - 0 lives#573Mixed-$28K - 104 lives#572Mixed-$10K - 39 lives#536Self Funded-0 lives#580Self Funded-0 lives#584Self Funded-0 lives

Retirement portfolio analytics

3 plans aggregated / $13.24B assets / 61,038 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • DOMINION ENERGY PENSION (#101)63%
  • DOMINION ENERGY 401(K) (#001)33%
  • FOR UNION-REPRESENTED EMPLOYEE... (#005)4%
Total $13.24BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
63%top
  • (Not disclosed)63%
  • VOYA RETIREMENT INSURANCE & ANNUITY37%
Total $13.24BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DOMINION ENERGY PENSION (#101)38,980
  • DOMINION ENERGY 401(K) (#001)18,620
  • FOR UNION-REPRESENTED EMPLOYEE... (#005)3,438
Total 61,038Click row to drill in

Benefits portfolio analytics

11 plans / $16.3M premiums / 28,551 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$11.5M
  • Other$3.2M
  • Health$1.9M
Total $16.3M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • METROPOLITAN LIFE INSURANCE COMPANY82%
  • BLUE CROSS OF CALIFORNIA9%
  • AETNA LIFE INSURANCE COMPANY4%
  • ANTHEM LIFE INSURANCE COMPANY2%
  • UNIMERICA INSURANCE COMPANY2%
  • +1 more
Total $16.3M6 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • MARSH & MCLENNAN AGENCY LLC96%
  • ALIGHT SOLUTIONS4%
Total $636K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#101

DOMINION ENERGY PENSION PLAN

CashBalance

Assets$8.33B
Participants38,980
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

DOMINION ENERGY 401(K) PLAN

ESOP

Assets$4.43B
Participants18,620
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

DOMINION ENERGY VIRGINIA 401(K) PLAN FOR UNION-REPRESENTED EMPLOYEES

ESOP

Assets$474.4M
Participants3,438
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

DOMINION ENERGY RETIREE HEALTH & WELFARE PLAN

Mixed - METLIFE INSURANCE COMPANY

Premiums$7.1M
Covered lives11,522
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#537

DOMINION ENERGY FLEXIBLE BENEFITS PLAN

Mixed - METLIFE INSURANCE COMPANY

Premiums$5.0M
Covered lives16,886
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#954

DOMINION ENERGY PEOPLES UNION RETIREE HEALTH AND WELFARE PLAN

Mixed - HIGHMARK INC

Premiums$1.6M
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#951

DOMINION ENERGY OHIO UNION RETIREE HEALTH & WELFARE PLAN

Mixed - METLIFE INSURANCE COMPANY

Premiums$1.3M
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#952

DOMINION ENERGY TRANSMISSION UNION RETIREE HEALTH AND WELFARE PLAN

Mixed - AETNA LIFE INSURANCE CO

Premiums$1.3M
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510

DOMINION ENERGY OHIO UNION FLEXIBLE BENEFITS PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$94K
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#573

DOMINION ENERGY MANCHESTER STREET UNION RETIREE HEALTH AND WELFARE PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$28K
Covered lives104
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#572

DOMINION ENERGY KEWAUNEE UNION RETIREE HEALTH AND WELFARE PLAN

Mixed - METLIFE INSURANCE COMPANY

Premiums$10K
Covered lives39
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#536

DOMINION ENERGY SEVERANCE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#580

DOMINION ENERGY DISABILITY AND SURVIVORS MEDICAL PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#584

DOMINION ENERGY 2019 VOLUNTARY RETIREMENT PROGRAM

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
101DOMINION ENERGY PENSION PLANCashBalance$8.33B38,9802024
001DOMINION ENERGY 401(K) PLANESOP$4.43B18,6202024
005DOMINION ENERGY VIRGINIA 401(K) PLAN FOR UNION-REPRESENTED EMPLOYEESESOP$474.4M3,4382024

Welfare plans11

Plan #NameFundingCarrierPremiumsCoveredLatest year
507DOMINION ENERGY RETIREE HEALTH & WELFARE PLANMixedMETLIFE INSURANCE COMPANY$7.1M11,5222024
537DOMINION ENERGY FLEXIBLE BENEFITS PLANMixedMETLIFE INSURANCE COMPANY$5.0M16,8862024
954DOMINION ENERGY PEOPLES UNION RETIREE HEALTH AND WELFARE PLANMixedHIGHMARK INC$1.6M02024
951DOMINION ENERGY OHIO UNION RETIREE HEALTH & WELFARE PLANMixedMETLIFE INSURANCE COMPANY$1.3M02024
952DOMINION ENERGY TRANSMISSION UNION RETIREE HEALTH AND WELFARE PLANMixedAETNA LIFE INSURANCE CO$1.3M02024
510DOMINION ENERGY OHIO UNION FLEXIBLE BENEFITS PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$94K02024
573DOMINION ENERGY MANCHESTER STREET UNION RETIREE HEALTH AND WELFARE PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$28K1042024
572DOMINION ENERGY KEWAUNEE UNION RETIREE HEALTH AND WELFARE PLANMixedMETLIFE INSURANCE COMPANY$10K392024
536DOMINION ENERGY SEVERANCE PLANSelf Funded-$002024
580DOMINION ENERGY DISABILITY AND SURVIVORS MEDICAL PLANSelf Funded-$002024
584DOMINION ENERGY 2019 VOLUNTARY RETIREMENT PROGRAMSelf Funded-$002024
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