PlanOptica
Retirement plan

DOMINION ENERGY OHIO UNION PENSION PLAN

DOMINION ENERGY, INC.EIN 54-1229715Plan #016PY 2021
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120 TREDEGAR ST, CLEARINGHOUSE 3FL, ATTN BENEFITS REPORTING - RICHMOND, VA 232194306877-947-4636dominionenergy.comLinkedIn10001+ employeesutilities
Other plans on this EIN
6 filings
#101Retirement-$9.82B assets#001Retirement-$4.93B assets#005Retirement-$517.1M assets#028Retirement-$227.3M assets#027Retirement-$90.8M assets#021Retirement-$53.5M assets
Prospect flagsHigh retiree %Wind-down / frozen

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(877) 947-4636
Plan administrator signer
GEORGE FEARNOW-SR. STRAT. ACCT. ADV
Signed 10/17/2022
Plan administrator entity
DOMINION ENERGY SERVICES, INC.
EIN 541962730
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Summary metrics

Total assets (EOY)
$1665.5M
-5.4% from 2016
Total participants
2,857
-0.0% from 2016
Average account balance
$0
No prior year
Annual return
11.98%
-8.82 pp from 2016

Benchmarks

See 43 peers
Peer group
Industry22 - Utilities
Plan typeDefined benefit
Participants1,000-4,999
Cohort43 peers
Snapshot2021
Participant deferral / active EE
$0
median $53
Employer contribution / active EE
$0
median $12,652
Participation rate
0.0%
median 0.0%
Avg account balance
$0
median $765,066
Admin fee / account holder
$0
median $724
Annual return
11.98%
median 9.53%
Overall peer rank
76th 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 3 by compensation
ProviderService typeCompensation
TEMPO HOLDING CO LLC DBA ALIGHT2 years
Service code 14 · EIN 82-1061233
Plan Administrator
$112,292
WILLIS TOWERS WATSON2 years
Service code 11 · EIN 53-0181291
Actuarial
$57,766
DELOITTE & TOUCHE LLP6 years
Service code 10 · EIN 13-3891517
Accounting
$27,800

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 2022-09-26

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
$431K
$413 / participant
  • Other / not subdivided$431K100.0%
% of EOY assets
0.026%
all-in expense ratio
Categories reported
0 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

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