401k Plan data: DUKE ENERGY LEGACY PENSION PLAN plan

DUKE ENERGY LEGACY PENSION PLAN 401k Plan overview

Plan Name	DUKE ENERGY LEGACY PENSION PLAN
Plan identification number	012

DUKE ENERGY LEGACY PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Code section 401(h) arrangement - Plan contains separate accounts under Code section 401(h) to provide employee health benefits.
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

DUKE ENERGY CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: DUKE ENERGY CORPORATION

Employer identification number (EIN): 202777218

NAIC Classification: 221100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DUKE ENERGY LEGACY PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
012 2023-01-01
012 2022-01-01
012 2021-01-01
012 2020-01-01
012 2019-01-01
012 2018-01-01

Plan Statistics for DUKE ENERGY LEGACY PENSION PLAN

401k plan membership statisitcs for DUKE ENERGY LEGACY PENSION PLAN

Measure Date Value
2023: DUKE ENERGY LEGACY PENSION PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 25,324
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 357
Number of retired or separated participants receiving benefits 2023-01-01 11,812
Number of other retired or separated participants entitled to future benefits 2023-01-01 3,453
Total of all active and inactive participants 2023-01-01 15,622
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 4,119
Total participants 2023-01-01 19,741
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: DUKE ENERGY LEGACY PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 4,978,418,928
Acturial value of plan assets 2022-12-31 4,966,872,720
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 2,720,288,597
Number of terminated vested participants 2022-12-31 6,059
Fundng target for terminated vested participants 2022-12-31 566,576,781
Active participant vested funding target 2022-12-31 21,561,332
Number of active participants 2022-12-31 346
Total funding liabilities for active participants 2022-12-31 21,568,072
Total participant count 2022-12-31 26,901
Total funding target for all participants 2022-12-31 3,308,433,450
Balance at beginning of prior year after applicable adjustments 2022-12-31 118,723,334
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 250,573,489
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 118,723,334
Amount remaining of prefunding balance 2022-12-31 250,573,489
Present value of excess contributions 2022-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 125,526,181
Balance of prefunding at beginning of current year 2022-12-31 264,931,350
Total employer contributions 2022-12-31 0
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 0
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 4,235,229
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
Total participants, beginning-of-year 2022-01-01 26,146
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 333
Number of retired or separated participants receiving benefits 2022-01-01 14,409
Number of other retired or separated participants entitled to future benefits 2022-01-01 5,458
Total of all active and inactive participants 2022-01-01 20,200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 5,124
Total participants 2022-01-01 25,324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: DUKE ENERGY LEGACY PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 5,013,653,322
Acturial value of plan assets 2021-12-31 4,846,409,913
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 2,793,721,762
Number of terminated vested participants 2021-12-31 6,821
Fundng target for terminated vested participants 2021-12-31 598,010,587
Active participant vested funding target 2021-12-31 26,748,511
Number of active participants 2021-12-31 386
Total funding liabilities for active participants 2021-12-31 26,748,511
Total participant count 2021-12-31 27,767
Total funding target for all participants 2021-12-31 3,418,480,860
Balance at beginning of prior year after applicable adjustments 2021-12-31 106,669,662
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 204,822,709
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 106,669,662
Amount remaining of prefunding balance 2021-12-31 204,822,709
Present value of excess contributions 2021-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 118,723,334
Balance of prefunding at beginning of current year 2021-12-31 227,967,675
Total employer contributions 2021-12-31 0
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 0
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 4,347,331
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
Total participants, beginning-of-year 2021-01-01 26,677
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 346
Number of retired or separated participants receiving benefits 2021-01-01 14,800
Number of other retired or separated participants entitled to future benefits 2021-01-01 5,904
Total of all active and inactive participants 2021-01-01 21,050
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 5,096
Total participants 2021-01-01 26,146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: DUKE ENERGY LEGACY PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 4,336,652,113
Acturial value of plan assets 2020-12-31 4,319,269,418
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 2,615,012,194
Number of terminated vested participants 2020-12-31 6,451
Fundng target for terminated vested participants 2020-12-31 613,666,609
Active participant vested funding target 2020-12-31 32,177,940
Number of active participants 2020-12-31 431
Total funding liabilities for active participants 2020-12-31 32,285,052
Total participant count 2020-12-31 26,375
Total funding target for all participants 2020-12-31 3,260,963,855
Balance at beginning of prior year after applicable adjustments 2020-12-31 91,061,689
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 174,852,919
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 91,061,689
Amount remaining of prefunding balance 2020-12-31 174,852,919
Present value of excess contributions 2020-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 106,669,662
Balance of prefunding at beginning of current year 2020-12-31 204,822,709
Total employer contributions 2020-12-31 0
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 0
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 4,327,776
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
Total participants, beginning-of-year 2020-01-01 25,759
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 416
Number of retired or separated participants receiving benefits 2020-01-01 15,345
Number of other retired or separated participants entitled to future benefits 2020-01-01 6,411
Total of all active and inactive participants 2020-01-01 22,172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 4,505
Total participants 2020-01-01 26,677
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: DUKE ENERGY LEGACY PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 4,005,231,083
Acturial value of plan assets 2019-12-31 4,084,369,160
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 2,661,644,470
Number of terminated vested participants 2019-12-31 7,256
Fundng target for terminated vested participants 2019-12-31 689,252,056
Active participant vested funding target 2019-12-31 39,170,359
Number of active participants 2019-12-31 489
Total funding liabilities for active participants 2019-12-31 39,394,172
Total participant count 2019-12-31 27,289
Total funding target for all participants 2019-12-31 3,390,290,698
Balance at beginning of prior year after applicable adjustments 2019-12-31 94,658,720
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 181,759,791
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 94,658,720
Amount remaining of prefunding balance 2019-12-31 181,759,791
Present value of excess contributions 2019-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 91,061,689
Balance of prefunding at beginning of current year 2019-12-31 174,852,919
Total employer contributions 2019-12-31 0
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 0
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 4,386,024
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 0
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
Total participants, beginning-of-year 2019-01-01 26,635
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 431
Number of retired or separated participants receiving benefits 2019-01-01 14,455
Number of other retired or separated participants entitled to future benefits 2019-01-01 6,318
Total of all active and inactive participants 2019-01-01 21,204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 4,555
Total participants 2019-01-01 25,759
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: DUKE ENERGY LEGACY PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 4,520,431,818
Acturial value of plan assets 2018-12-31 4,520,431,818
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 2,715,628,646
Number of terminated vested participants 2018-12-31 8,196
Fundng target for terminated vested participants 2018-12-31 763,946,283
Active participant vested funding target 2018-12-31 41,449,132
Number of active participants 2018-12-31 237
Total funding liabilities for active participants 2018-12-31 41,841,882
Total participant count 2018-12-31 28,314
Total funding target for all participants 2018-12-31 3,521,416,811
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 0
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 0
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 4,391,490
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 0
Additional cash requirement 2018-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
Total participants, beginning-of-year 2018-01-01 27,436
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 489
Number of retired or separated participants receiving benefits 2018-01-01 14,762
Number of other retired or separated participants entitled to future benefits 2018-01-01 6,858
Total of all active and inactive participants 2018-01-01 22,109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 4,526
Total participants 2018-01-01 26,635
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0

Measure	Date	Value
2023: DUKE ENERGY LEGACY PENSION PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	25,324
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	357
Number of retired or separated participants receiving benefits	2023-01-01	11,812
Number of other retired or separated participants entitled to future benefits	2023-01-01	3,453
Total of all active and inactive participants	2023-01-01	15,622
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	4,119
Total participants	2023-01-01	19,741
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: DUKE ENERGY LEGACY PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	4,978,418,928
Acturial value of plan assets	2022-12-31	4,966,872,720
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	2,720,288,597
Number of terminated vested participants	2022-12-31	6,059
Fundng target for terminated vested participants	2022-12-31	566,576,781
Active participant vested funding target	2022-12-31	21,561,332
Number of active participants	2022-12-31	346
Total funding liabilities for active participants	2022-12-31	21,568,072
Total participant count	2022-12-31	26,901
Total funding target for all participants	2022-12-31	3,308,433,450
Balance at beginning of prior year after applicable adjustments	2022-12-31	118,723,334
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	250,573,489
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	118,723,334
Amount remaining of prefunding balance	2022-12-31	250,573,489
Present value of excess contributions	2022-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	125,526,181
Balance of prefunding at beginning of current year	2022-12-31	264,931,350
Total employer contributions	2022-12-31	0
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	0
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	4,235,229
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
Total participants, beginning-of-year	2022-01-01	26,146
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	333
Number of retired or separated participants receiving benefits	2022-01-01	14,409
Number of other retired or separated participants entitled to future benefits	2022-01-01	5,458
Total of all active and inactive participants	2022-01-01	20,200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	5,124
Total participants	2022-01-01	25,324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: DUKE ENERGY LEGACY PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	5,013,653,322
Acturial value of plan assets	2021-12-31	4,846,409,913
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	2,793,721,762
Number of terminated vested participants	2021-12-31	6,821
Fundng target for terminated vested participants	2021-12-31	598,010,587
Active participant vested funding target	2021-12-31	26,748,511
Number of active participants	2021-12-31	386
Total funding liabilities for active participants	2021-12-31	26,748,511
Total participant count	2021-12-31	27,767
Total funding target for all participants	2021-12-31	3,418,480,860
Balance at beginning of prior year after applicable adjustments	2021-12-31	106,669,662
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	204,822,709
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	106,669,662
Amount remaining of prefunding balance	2021-12-31	204,822,709
Present value of excess contributions	2021-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	118,723,334
Balance of prefunding at beginning of current year	2021-12-31	227,967,675
Total employer contributions	2021-12-31	0
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	0
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	4,347,331
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
Total participants, beginning-of-year	2021-01-01	26,677
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	346
Number of retired or separated participants receiving benefits	2021-01-01	14,800
Number of other retired or separated participants entitled to future benefits	2021-01-01	5,904
Total of all active and inactive participants	2021-01-01	21,050
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	5,096
Total participants	2021-01-01	26,146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: DUKE ENERGY LEGACY PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	4,336,652,113
Acturial value of plan assets	2020-12-31	4,319,269,418
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	2,615,012,194
Number of terminated vested participants	2020-12-31	6,451
Fundng target for terminated vested participants	2020-12-31	613,666,609
Active participant vested funding target	2020-12-31	32,177,940
Number of active participants	2020-12-31	431
Total funding liabilities for active participants	2020-12-31	32,285,052
Total participant count	2020-12-31	26,375
Total funding target for all participants	2020-12-31	3,260,963,855
Balance at beginning of prior year after applicable adjustments	2020-12-31	91,061,689
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	174,852,919
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	91,061,689
Amount remaining of prefunding balance	2020-12-31	174,852,919
Present value of excess contributions	2020-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	106,669,662
Balance of prefunding at beginning of current year	2020-12-31	204,822,709
Total employer contributions	2020-12-31	0
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	0
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	4,327,776
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
Total participants, beginning-of-year	2020-01-01	25,759
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	416
Number of retired or separated participants receiving benefits	2020-01-01	15,345
Number of other retired or separated participants entitled to future benefits	2020-01-01	6,411
Total of all active and inactive participants	2020-01-01	22,172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	4,505
Total participants	2020-01-01	26,677
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: DUKE ENERGY LEGACY PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	4,005,231,083
Acturial value of plan assets	2019-12-31	4,084,369,160
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	2,661,644,470
Number of terminated vested participants	2019-12-31	7,256
Fundng target for terminated vested participants	2019-12-31	689,252,056
Active participant vested funding target	2019-12-31	39,170,359
Number of active participants	2019-12-31	489
Total funding liabilities for active participants	2019-12-31	39,394,172
Total participant count	2019-12-31	27,289
Total funding target for all participants	2019-12-31	3,390,290,698
Balance at beginning of prior year after applicable adjustments	2019-12-31	94,658,720
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	181,759,791
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	94,658,720
Amount remaining of prefunding balance	2019-12-31	181,759,791
Present value of excess contributions	2019-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	91,061,689
Balance of prefunding at beginning of current year	2019-12-31	174,852,919
Total employer contributions	2019-12-31	0
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	0
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	4,386,024
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	0
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
Total participants, beginning-of-year	2019-01-01	26,635
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	431
Number of retired or separated participants receiving benefits	2019-01-01	14,455
Number of other retired or separated participants entitled to future benefits	2019-01-01	6,318
Total of all active and inactive participants	2019-01-01	21,204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	4,555
Total participants	2019-01-01	25,759
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: DUKE ENERGY LEGACY PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	4,520,431,818
Acturial value of plan assets	2018-12-31	4,520,431,818
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	2,715,628,646
Number of terminated vested participants	2018-12-31	8,196
Fundng target for terminated vested participants	2018-12-31	763,946,283
Active participant vested funding target	2018-12-31	41,449,132
Number of active participants	2018-12-31	237
Total funding liabilities for active participants	2018-12-31	41,841,882
Total participant count	2018-12-31	28,314
Total funding target for all participants	2018-12-31	3,521,416,811
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	0
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	0
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	4,391,490
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	0
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
Total participants, beginning-of-year	2018-01-01	27,436
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	489
Number of retired or separated participants receiving benefits	2018-01-01	14,762
Number of other retired or separated participants entitled to future benefits	2018-01-01	6,858
Total of all active and inactive participants	2018-01-01	22,109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	4,526
Total participants	2018-01-01	26,635
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0

Financial Data on DUKE ENERGY LEGACY PENSION PLAN

Measure	Date	Value
2023 : DUKE ENERGY LEGACY PENSION PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total transfer of assets from this plan	2023-12-31	$692,600,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$343,400,000
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$320,100,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$314,900,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$0
Value of total assets at end of year	2023-12-31	$3,372,100,000
Value of total assets at beginning of year	2023-12-31	$4,041,400,000
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$5,200,000
Total interest from all sources	2023-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$25,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Administrative expenses (other) incurred	2023-12-31	$3,800,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$23,300,000
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$3,372,100,000
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$4,041,400,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in master investment trust accounts at end of year	2023-12-31	$3,372,100,000
Value of interest in master investment trust accounts at beginning of year	2023-12-31	$4,041,400,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$314,900,000
Did the plan have assets held for investment	2023-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	MCCONNELL & JONES, LLP
Accountancy firm EIN	2023-12-31	760488832
2022 : DUKE ENERGY LEGACY PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-775,100,000
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$316,900,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$313,000,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$0
Value of total assets at end of year	2022-12-31	$4,041,400,000
Value of total assets at beginning of year	2022-12-31	$5,133,400,000
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$3,900,000
Total interest from all sources	2022-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$25,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Administrative expenses (other) incurred	2022-12-31	$3,700,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,092,000,000
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$4,041,400,000
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$5,133,400,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$200,000
Value of interest in master investment trust accounts at end of year	2022-12-31	$4,041,400,000
Value of interest in master investment trust accounts at beginning of year	2022-12-31	$5,133,400,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$313,000,000
Did the plan have assets held for investment	2022-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MCCONNELL & JONES, LLP
Accountancy firm EIN	2022-12-31	760488832
2021 : DUKE ENERGY LEGACY PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$235,300,000
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$313,600,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$309,300,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$0
Value of total assets at end of year	2021-12-31	$5,133,400,000
Value of total assets at beginning of year	2021-12-31	$5,211,700,000
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$4,300,000
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Administrative expenses professional fees incurred	2021-12-31	$300,000
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$25,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Administrative expenses (other) incurred	2021-12-31	$2,300,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$-78,300,000
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$5,133,400,000
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$5,211,700,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$400,000
Value of interest in master investment trust accounts at end of year	2021-12-31	$5,133,400,000
Value of interest in master investment trust accounts at beginning of year	2021-12-31	$5,211,700,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$309,300,000
Contract administrator fees	2021-12-31	$1,300,000
Did the plan have assets held for investment	2021-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	MCCONNELL & JONES, LLP
Accountancy firm EIN	2021-12-31	760488832
2020 : DUKE ENERGY LEGACY PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$521,400,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$503,000,000
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$308,600,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$304,100,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$0
Value of total assets at end of year	2020-12-31	$5,211,700,000
Value of total assets at beginning of year	2020-12-31	$4,495,900,000
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$4,500,000
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$25,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Administrative expenses (other) incurred	2020-12-31	$3,800,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$194,400,000
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$5,211,700,000
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$4,495,900,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$700,000
Value of interest in master investment trust accounts at end of year	2020-12-31	$5,211,700,000
Value of interest in master investment trust accounts at beginning of year	2020-12-31	$4,495,900,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$304,100,000
Did the plan have assets held for investment	2020-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	MCCONNELL & JONES, LLP
Accountancy firm EIN	2020-12-31	760488832
2019 : DUKE ENERGY LEGACY PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$679,500,000
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$326,600,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$321,100,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$0
Value of total assets at end of year	2019-12-31	$4,495,900,000
Value of total assets at beginning of year	2019-12-31	$4,143,000,000
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$5,500,000
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Administrative expenses professional fees incurred	2019-12-31	$900,000
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$25,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Administrative expenses (other) incurred	2019-12-31	$2,100,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$352,900,000
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,495,900,000
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,143,000,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in master investment trust accounts at end of year	2019-12-31	$4,495,900,000
Value of interest in master investment trust accounts at beginning of year	2019-12-31	$4,143,000,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$321,100,000
Contract administrator fees	2019-12-31	$2,500,000
Did the plan have assets held for investment	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	MCCONNELL & JONES, LLP
Accountancy firm EIN	2019-12-31	760488832
2018 : DUKE ENERGY LEGACY PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$4,682,200,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$-189,000,000
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$350,200,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$347,700,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$0
Value of total assets at end of year	2018-12-31	$4,143,000,000
Value of total assets at beginning of year	2018-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$2,500,000
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Administrative expenses professional fees incurred	2018-12-31	$501,638
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$25,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Administrative expenses (other) incurred	2018-12-31	$1,998,362
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-539,200,000
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$4,143,000,000
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in master investment trust accounts at end of year	2018-12-31	$4,143,000,000
Value of interest in master investment trust accounts at beginning of year	2018-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$347,700,000
Did the plan have assets held for investment	2018-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	MCCONNELL & JONES, LLP
Accountancy firm EIN	2018-12-31	760488832

Form 5500 Responses for DUKE ENERGY LEGACY PENSION PLAN

2023: DUKE ENERGY LEGACY PENSION PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: DUKE ENERGY LEGACY PENSION PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: DUKE ENERGY LEGACY PENSION PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: DUKE ENERGY LEGACY PENSION PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: DUKE ENERGY LEGACY PENSION PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: DUKE ENERGY LEGACY PENSION PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	First time form 5500 has been submitted	Yes
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	DUKE ENERGY CORPORATION
Employer identification number (EIN):	202777218
NAIC Classification:	221100