PlanOptica
Retirement plan

DOMINION ENERGY PENSION PLAN

DOMINION ENERGY, INC.dba C/O DOMINION ENERGY SERVICES, INC.EIN 54-1229715Plan #101PY 2017
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ATTENTION BENEFITS REPORTING, 701 E CARY ST - RICHMOND, VA 232193927877-947-4636dominionenergy.comLinkedIn10001+ employeesutilities
Other plans on this EIN
10 filings
#001Retirement-$3.14B assets#016Retirement-$1.17B assets#015Retirement-$780.3M assets#005Retirement-$490.2M assets#028Retirement-$241.7M assets#027Retirement-$162.3M assets#021Retirement-$40.9M assets#008Retirement-$26.3M assets#009Retirement-$13.2M assets#002Retirement--
Prospect flagsHigh retiree %

Filing contacts

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

Summary metrics

Total assets (EOY)
$6534.2M
+12.1% from 2018
Total participants
33,878
-4.8% from 2018
Average account balance
$0
No prior year
Annual return
792.50%
+798.15 pp from 2018

Benchmarks

See 240 peers
Peer group
Industryany (size+type match)
Plan typeDefined benefit
Participants>=10,000
Cohort240 peers
Snapshot2017
Participant deferral / active EE
$0
median $34
Employer contribution / active EE
$5,703
median $8,645
Participation rate
0.0%
median 0.0%
Avg account balance
$0
median $14,491,905
Admin fee / account holder
$0
median $81,210
Annual return
792.50%
median 13.24%
Overall peer rank
66th percentileavg across 6 metrics

Analytics

2017 - 2024
Total assets (EOY)
Plan-year ending balance
$8.33B
Average account balance
Total assets / participants with a balance (line 6g)
$214K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
29,074
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
$47K
Contributions per participant
Average employer and participant contribution per enrolled participant
$4
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+15.87%
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 45 by compensation
ProviderService typeCompensation
OWS CREDIT OPP1+ years
Service code 52 · EIN 98-0677660
Indirect Investment Fees
$195,634
PENSION BENEFITS GUARANTY CORP1+ years
Service code 50 · EIN 52-1042410
Direct Payment
$173,466
TEP1+ years
Service code 52 · EIN 36-4807607
Indirect Investment Fees
$147,727
NORTHERN TRUST COMPANY1+ years
Service code 50 · EIN 36-1561860
Direct Payment
$138,202
KKR EURO IV1+ years
Service code 52 · EIN 98-1209911
Indirect Investment Fees
$111,447
TOWERS WATSON DELAWARE, INC.1+ years
Service code 11 · EIN 53-0181291
Actuarial
$88,764
KKR AMERICA XII1+ years
Service code 52 · EIN 98-1279368
Indirect Investment Fees
$70,438
PWP GROWTH1+ years
Service code 52 · EIN 37-1731370
Indirect Investment Fees
$62,156
TRILANTIC V1+ years
Service code 52 · EIN 45-3645729
Indirect Investment Fees
$55,045
A&M CAPITAL OPPORTUNITY1+ years
Service code 52 · EIN 45-2333989
Indirect Investment Fees
$51,533

Enrolled actuary

1 attachment
SB

ZACHARY J ROBINSON

TOWERS WATSON DELAWARE, INC.
Enrollment #1707000
555 17TH STREET, SUITE 2050
DENVER, CO 80202
(303) 391-1200
Signed 2018-10-08

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 codes1A1E
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).
  • 1E
    Section 401(h) arrangement
    Plan contains separate accounts under Code section 401(h) to provide employee health benefits.

Opportunity flags

1 tripped
  • InformationalHigh retiree %

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

Expense breakdown

Schedule H Part II
Admin total
$406K
$31 / participant
  • Other / not subdivided$406K100.0%
% of EOY assets
0.006%
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
GRANT THORNTON LLP
Auditor EIN
366055558
Audit fees
(not subdivided)
Opinion code
Disclaimer