Retirement plan
DOMINION ENERGY KEWAUNEE UNION PENSION PLAN
DOMINION ENERGY, INC.EIN 54-1229715Plan #021PY 2021
120 TREDEGAR ST, CLEARINGHOUSE 3FL, ATTENTION BENEFITS REPORTING - RICHMOND, VA 232192801877-947-4636dominionenergy.comLinkedIn10001+ employeesutilities
Prospect flagsHigh retiree %Wind-down / frozen
Filing contacts
From the Form 5500, federal recordPlan administrator signer
GEORGE FEARNOW-SR. STRAT. ACCT. ADV
Signed 10/17/2022
Plan administrator entity
DOMINION ENERGY SERVICES, INC.
EIN 541962730
120 TREDEGAR ST, CLEARINGHOUSE 3FL · RICHMOND, VA 232194306
Summary metrics
Total assets (EOY)
$53.5M
-3.2% from 2016
Total participants
176
0.0% from 2016
Average account balance
$0
No prior year
Annual return
9.68%
-9.04 pp from 2016
Benchmarks
Peer group
Industry22 - Utilities
Plan typeDefined benefit
Participants<25
Cohort99 peers
Snapshot2021
0
Participant deferral / active EE
$0
median $0
0
Employer contribution / active EE
$0
median $22,475
0
Participation rate
0.0%
median 0.0%
0
Avg account balance
$0
median $142,618
0
Admin fee / account holder
$0
median $352
58
Annual return
9.68%
median 8.02%
Overall peer rank
58of 100
58th 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)
$226K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
179
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
$1.32M
Contributions per participant
Average employer and participant contribution per enrolled participant
$195K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
-96.50%
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
| Provider | Service type | Compensation |
|---|---|---|
DELOITTE & TOUCHE LLP7+ years Service code 10 · EIN 13-3891517 | Accounting | $29,800 |
TEMPO HOLDING CO DBA ALIGHT2 years Service code 14 · EIN 82-1061233 | Plan Administrator | $10,019 |
WILLIS TOWERS WATSON1 year Service code 11 · EIN 53-0181291 | Actuarial | $5,055 |
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
Plans declared (1)
- Dominion Energy, Inc. Deferred Compensation Plan26 emp
Plan features & details
Pension benefit codes1A3H
Plan features
- 1ABenefits are primarily pay relatedBenefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
- 3HControlled group memberPlan 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
$198K
$39589 / participant
- Other / not subdivided$198K100.0%
% of EOY assets
0.370%
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