PlanOptica
Retirement plan

DOMINION ENERGY KEWAUNEE UNION PENSION PLAN

DOMINION ENERGY, INC.EIN 54-1229715Plan #021PY 2024
Sign in to saveView 5500 PDF
120 TREDEGAR ST, CLEARINGHOUSE 3FL, ATTENTION BENEFITS REPORTING - RICHMOND, VA 232192801877-947-4636dominionenergy.comLinkedIn10001+ employeesutilities
Other plans on this EIN
6 filings
#101Retirement-$8.33B assets#001Retirement-$4.43B assets#005Retirement-$474.4M assets#016Retirement--#027Retirement--#028Retirement--
Prospect flagsRecently cancelled planLow returnsWind-down / frozen

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(877) 947-4636
Plan administrator signer
MICHAEL GLAHN-DIRECTOR ACCOUNTING
Signed 10/15/2025
Plan administrator entity
DOMINION ENERGY SERVICES, INC.
EIN 541962730
120 TREDEGAR ST, CLEARINGHOUSE 3FL · RICHMOND, VA 232194306
How to read this page

Summary metrics

Total assets (EOY)
$0
-3.2% from 2016
Total participants
0
0.0% from 2016
Average account balance
$0
No prior year
Annual return
-96.50%
-9.04 pp from 2016

Benchmarks

See 105 peers
Peer group
Industry22 - Utilities
Plan typeDefined benefit
Participants<25
Cohort105 peers
Snapshot2024
Participant deferral / active EE
$0
median $0
Employer contribution / active EE
$0
median $14,051
Participation rate
0.0%
median 0.0%
Avg account balance
$0
median $172,186
Admin fee / account holder
$0
median $675
Annual return
-96.50%
median 4.90%
Overall peer rank
3rd 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 2 by compensation
ProviderService typeCompensation
DELOITTE & TOUCHE LLP10+ years
Service code 10 · EIN 13-3891517
Accounting
$33,510
TEMPO HOLDING CO DBA ALIGHT5 years
Service code 14 · EIN 82-1061233
Plan Administrator
$8,740

Enrolled actuary

1 attachment
SB

ROBERT WINN

WILLIS TOWERS WATSON US LLC
Enrollment #2306988
800 NORTH GLEBE ROAD
ARLINGTON, VA 22203
(703) 258-8000
Signed 2025-10-14

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 codes1A3H
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).
  • 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
$225K
  • Actuarial$2K0.9%
  • Salaries / allowances$5K2.1%
  • Contract admin$9K3.9%
  • Other / not subdivided$210K93.1%
% of EOY assets
-
all-in expense ratio
Categories reported
3 / 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
$33,510
Opinion code
Unqualified