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Retirement plan

DOMINION ENERGY OHIO UNION PENSION PLAN

DOMINION ENERGY, INC.EIN 54-1229715Plan #016PY 2019
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ATTENTION BENEFITS REPORTING - RICHMOND, VA 232192801877-947-4636dominionenergy.comLinkedIn10001+ employeesutilities
Other plans on this EIN
9 filings
#101Retirement-$7.42B assets#001Retirement-$3.45B assets#015Retirement-$857.5M assets#005Retirement-$474.9M assets#028Retirement-$216.1M assets#027Retirement-$157.5M assets#021Retirement-$45.4M assets#008Retirement--#009Retirement--
Prospect flagsHigh retiree %Wind-down / frozen

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
ELIZABETH LILES CHESTER, CONTROLLER
Signed 10/15/2020
(877) 947-4636
Plan administrator signer
JASON HATCHER, DIRECTOR ACCOUNTING
Signed 10/15/2020
Plan administrator entity
DOMINION ENERGY SERVICES, INC.
EIN 541962730
707 EAST MAIN STREET · RICHMOND, VA 232192801
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Summary metrics

Total assets (EOY)
$1300.2M
-5.4% from 2016
Total participants
2,963
-0.0% from 2016
Average account balance
$0
No prior year
Annual return
21.47%
-8.82 pp from 2016

Benchmarks

See 1,029 peers
Peer group
Industryany (size+type match)
Plan typeDefined benefit
Participants1,000-4,999
Cohort1,029 peers
Snapshot2019
Participant deferral / active EE
$0
median $102
Employer contribution / active EE
$0
median $9,206
Participation rate
0.0%
median 0.0%
Avg account balance
$0
median $341,093,897
Admin fee / account holder
$0
median $1,551,325
Annual return
21.47%
median 17.22%
Overall peer rank
87th percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$0
Average account balance
Total assets / participants with a balance (line 6g)
$463K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
1,902
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
0.0%
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
-98.11%
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
  • Mutual / pooled
  • Stocks
  • Bonds
  • Cash
  • Real estate
  • Loans

Service providers

Top 10 of 41 by compensation
ProviderService typeCompensation
KKR ASIAN FUND III LP1 year
Service code 52 · EIN 98-1029188
Indirect Investment Fees
$221,592
PENSION BENEFIT GUARANTY CORP5+ years
Service code 23 · EIN 51-1042410
Insurance services
$201,760
NB PRIVATE EQUITY CREDIT OPP FUND L1 year
Service code 52
Indirect Investment Fees
$134,119
TEMPO HOLDING CO. LLC DBA ALIGHT SO2 years
Service code 64 · EIN 82-1061233
Recordkeeping Fees
$109,897
KKR 2006 FUND1 year
Service code 52 · EIN 20-5116275
Indirect Investment Fees
$107,043
A&M CAPITAL PARTNERS II LP1 year
Service code 52 · EIN 45-2333989
Indirect Investment Fees
$93,272
THOMAS H LEE EQUITY FUND VI1 year
Service code 52 · EIN 20-4636435
Indirect Investment Fees
$82,234
A&M CAPITAL OPP FUND LP1 year
Service code 52 · EIN 45-2333989
Indirect Investment Fees
$79,058
KKR AMERICAS FUND XII LP1 year
Service code 52 · EIN 98-1279368
Indirect Investment Fees
$63,162
KKR EUROPEAN FUND IV1 year
Service code 52 · EIN 98-1209911
Indirect Investment Fees
$60,502

Enrolled actuary

1 attachment
SB

ROBERT D WINN

WILLIS TOWERS WATSON US LLC
Enrollment #2006988
800 NORTH GLEBE ROAD
ARLINGTON, VA 22203
(703) 258-8000
Signed 2020-10-15

Top hat statement on fileNQDC

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

Plan administrator

Plan administrator name— Sign in and upgrade to view
120 Tredegar Street
Richmond, VA 23219
Email— Sign in and upgrade to viewPhone— Sign in and upgrade to view

Plans declared (1)

  • Dominion Energy, Inc. Deferred Compensation Plan26 emp
Open the filing PDF

Plan features & details

Pension benefit codes1A1C3H
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).
  • 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

2 tripped
  • InformationalHigh retiree %

    Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

  • 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.

Expense breakdown

Schedule H Part II
Admin total
$395K
$368 / participant
  • Other / not subdivided$395K100.0%
% of EOY assets
0.030%
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