Retirement plan

DOMINION PENSION PLAN

DOMINION ENERGY, INC.EIN 54-1229715Plan #002PY 2017
ATTENTION BENEFITS REPORTING - RICHMOND, VA 232193927877-947-4636dominionenergy.comLinkedIn10001+ employeesutilities
Prospect flagsRecently cancelled planLow returnsWind-down / frozen

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
JOSHUA BLAKENEY, CONTROLLER
Signed 10/15/2018
(877) 947-4636
Plan administrator signer
JASON HATCHER, ACCOUNTING MANAGER
Signed 10/15/2018
Plan administrator entity
DOMINION ENERGY SERVICES, INC.
EIN 541962730
701 EAST CARY ST, OJRP-17 · RICHMOND, VA 232193927

Summary metrics

Total assets (EOY)
$0
-2.6% from 2016
Total participants
0
-1.5% from 2016
Average account balance
$0
No prior year
Annual return
-95.03%
-8.70 pp from 2016

Benchmarks

Peer group
Industry55 - Management of Companies and Enterprises
Plan typeDefined benefit
Participants<25
Cohort105 peers
Snapshot2017
Participant deferral / active EE
$0
median $0
Employer contribution / active EE
$0
median $50,654
Participation rate
0.0%
median 0.0%
Avg account balance
$0
median $1,637,423
Admin fee / account holder
$0
median $0
Annual return
-95.03%
median 10.22%
Overall peer rank
0th percentileavg across 6 metrics

Analytics

2015 - 2017
Total assets (EOY)
Plan-year ending balance
$0
Average account balance
Total assets / participants with a balance (line 6g)
$155K
Not enough data
2 years with per-participant data
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
19,654
Not enough data
2 years with headcount on file
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
0.0%
Not enough data
2 years with eligibility data
Contributions (total)
Employer and participant dollars contributed each year
Not enough data
0 years with contributions on file
Contributions per participant
Average employer and participant contribution per enrolled participant
Not enough data
0 years with per-participant contribution data
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
-95.03%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$0
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
Not enough data
2 years with F_SCH_H allocation on file

Service providers

Top 10 of 50 by compensation
ProviderService typeCompensation
Service code 23 · EIN 52-1042410
Insurance services
$18,164,828
Service code 64 · EIN 36-2235791
Recordkeeping Fees
$1,517,807
Service code 52 · EIN 98-0677660
Indirect Investment Fees
$1,340,379
TEP1 year
Service code 52 · EIN 36-4807607
Indirect Investment Fees
$1,012,143
KKR EURO IV3+ years
Service code 52 · EIN 98-1209911
Indirect Investment Fees
$763,574
Service code 52 · EIN 98-1279368
Indirect Investment Fees
$482,604
PWP GROWTH3+ years
Service code 52 · EIN 37-1731370
Indirect Investment Fees
$425,860
Service code 52 · EIN 45-3645729
Indirect Investment Fees
$377,142
Service code 52 · EIN 45-2333989
Indirect Investment Fees
$353,074
Service code 52 · EIN 98-1084550
Indirect Investment Fees
$334,424

Enrolled actuary

1 attachment
SB

ROBERT D. WINN

TOWERS WATSON DELAWARE INC.
Enrollment #1706988
800 NORTH GLEBE ROAD
ARLINGTON, VA 22203
(703) 258-8000
Signed 2018-10-10

Top hat statement on fileNQDC

Filed April 5, 2021 (most recent of 5 filings on file)

Plans declared (1)

  • Dominion Energy, Inc. Deferred Compensation Plan26 emp

Plan features & details

Pension benefit codes1A1E1C3F3H
Plan features
  • 1A
    Benefits are primarily pay related
    Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
  • 1C
    Cash balance or similar plan
    A cash balance formula in a defined benefit plan that expresses the accrued benefit in terms more common to a defined contribution plan such as a hypothetical account balance or single sum amount (includes personal account plan pension equity plan life cycle plan and cash account plan).
  • 1E
    Section 401(h) arrangement
    Plan contains separate accounts under Code section 401(h) to provide employee health benefits.
  • 3F
    Leased employees
    Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
  • 3H
    Controlled group member
    Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

3 tripped
  • OpportunityLow returns

    Annual investment return is in the bottom quintile of the peer cohort.

  • InformationalWind-down / frozen

    Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.

  • InformationalRecently cancelled plan

    Plan reported a final filing / termination within the last year.

Expense breakdown

Schedule H Part II
Admin total
$20.1M
  • Other / not subdivided$20M100.0%
% of EOY assets
-
all-in expense ratio
Categories reported
0 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm
DELOITTE & TOUCHE LLP
Auditor EIN
133891517
Audit fees
(not subdivided)
Opinion code
Disclaimer