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DOMINION ENERGY PENSION PLAN 401k Plan overview

Plan NameDOMINION ENERGY PENSION PLAN
Plan identification number 101

DOMINION ENERGY PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

DOMINION ENERGY, INC. has sponsored the creation of one or more 401k plans.

Company Name:DOMINION ENERGY, INC.
Employer identification number (EIN):541229715
NAIC Classification:221500

Additional information about DOMINION ENERGY, INC.

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 1983-02-18
Company Identification Number: 0238778
Legal Registered Office Address: 100 TREDEGAR STREET

RICHMOND
United States of America (USA)
23219

More information about DOMINION ENERGY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DOMINION ENERGY PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
1012022-01-01
1012021-01-01
1012020-01-01
1012019-01-01
1012019-01-01
1012018-01-01
1012017-01-01JASON HATCHER JOSHUA BLAKENEY2018-10-15

Plan Statistics for DOMINION ENERGY PENSION PLAN

401k plan membership statisitcs for DOMINION ENERGY PENSION PLAN

Measure Date Value
2022: DOMINION ENERGY PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-319,192,855,885
Acturial value of plan assets2022-12-318,656,267,811
Funding target for retired participants and beneficiaries receiving payment2022-12-314,481,945,777
Number of terminated vested participants2022-12-317,195
Fundng target for terminated vested participants2022-12-31443,994,092
Active participant vested funding target2022-12-311,554,241,382
Number of active participants2022-12-3112,863
Total funding liabilities for active participants2022-12-311,678,708,125
Total participant count2022-12-3139,738
Total funding target for all participants2022-12-316,604,647,994
Balance at beginning of prior year after applicable adjustments2022-12-311,309,348
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31600,882,658
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-311,309,348
Amount remaining of prefunding balance2022-12-31600,882,658
Present value of excess contributions2022-12-31237,489,821
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31250,836,749
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-311,453,507
Balance of prefunding at beginning of current year2022-12-31667,039,839
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31108,854,159
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-0138,693
Total number of active participants reported on line 7a of the Form 55002022-01-0112,263
Number of retired or separated participants receiving benefits2022-01-0116,855
Number of other retired or separated participants entitled to future benefits2022-01-017,188
Total of all active and inactive participants2022-01-0136,306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012,532
Total participants2022-01-0138,838
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01207
2021: DOMINION ENERGY PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-318,442,828,312
Acturial value of plan assets2021-12-317,627,634,631
Funding target for retired participants and beneficiaries receiving payment2021-12-314,391,411,837
Number of terminated vested participants2021-12-317,558
Fundng target for terminated vested participants2021-12-31450,108,576
Active participant vested funding target2021-12-311,387,459,870
Number of active participants2021-12-3113,248
Total funding liabilities for active participants2021-12-311,510,754,224
Total participant count2021-12-3140,232
Total funding target for all participants2021-12-316,352,274,637
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31640,000,000
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-31133,780,406
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-31506,219,594
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-31600,882,658
Total employer contributions2021-12-31250,000,000
Total employee contributions2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31237,489,821
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31110,959,468
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-31237,489,821
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-0136,572
Total number of active participants reported on line 7a of the Form 55002021-01-0112,832
Number of retired or separated participants receiving benefits2021-01-0116,591
Number of other retired or separated participants entitled to future benefits2021-01-016,692
Total of all active and inactive participants2021-01-0136,115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012,578
Total participants2021-01-0138,693
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01187
2020: DOMINION ENERGY PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-316,889,474,299
Acturial value of plan assets2020-12-316,556,368,787
Funding target for retired participants and beneficiaries receiving payment2020-12-314,054,275,784
Number of terminated vested participants2020-12-316,167
Fundng target for terminated vested participants2020-12-31323,568,124
Active participant vested funding target2020-12-311,468,173,218
Number of active participants2020-12-3113,085
Total funding liabilities for active participants2020-12-311,604,205,638
Total participant count2020-12-3137,144
Total funding target for all participants2020-12-315,982,049,546
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31125,802,896
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-31125,802,896
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-31615,163,653
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31670,549,189
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-31640,000,000
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-31640,000,000
Total employer contributions2020-12-31142,227
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31138,042
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31128,083,725
Net shortfall amortization installment of oustanding balance2020-12-3174,606,174
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-31133,780,406
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-31133,780,406
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-31138,042
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-0135,987
Total number of active participants reported on line 7a of the Form 55002020-01-0112,051
Number of retired or separated participants receiving benefits2020-01-0115,358
Number of other retired or separated participants entitled to future benefits2020-01-016,708
Total of all active and inactive participants2020-01-0134,117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012,455
Total participants2020-01-0136,572
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01183
2019: DOMINION ENERGY PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-315,394,105,120
Acturial value of plan assets2019-12-315,635,156,065
Funding target for retired participants and beneficiaries receiving payment2019-12-313,429,355,344
Number of terminated vested participants2019-12-316,298
Fundng target for terminated vested participants2019-12-31357,014,937
Active participant vested funding target2019-12-311,964,433,146
Number of active participants2019-12-3114,177
Total funding liabilities for active participants2019-12-312,114,073,091
Total participant count2019-12-3136,716
Total funding target for all participants2019-12-315,900,443,372
Balance at beginning of prior year after applicable adjustments2019-12-3199,266,530
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31226,079,030
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-3199,266,530
Prefunding balanced used to offset prior years funding requirement2019-12-3193,066,875
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-31133,012,155
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-31125,802,896
Total employer contributions2019-12-31518,712,596
Total employee contributions2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31492,443,650
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31159,956,781
Net shortfall amortization installment of oustanding balance2019-12-31391,090,203
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31227,949,908
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-31125,802,896
Additional cash requirement2019-12-31102,147,012
Contributions allocatedtoward minimum required contributions for current year2019-12-31492,443,650
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-0135,585
Total number of active participants reported on line 7a of the Form 55002019-01-0113,084
Number of retired or separated participants receiving benefits2019-01-0114,825
Number of other retired or separated participants entitled to future benefits2019-01-015,960
Total of all active and inactive participants2019-01-0133,869
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012,118
Total participants2019-01-0135,987
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01148
2018: DOMINION ENERGY PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-316,050,062,139
Acturial value of plan assets2018-12-315,591,917,925
Funding target for retired participants and beneficiaries receiving payment2018-12-313,047,607,978
Number of terminated vested participants2018-12-316,485
Fundng target for terminated vested participants2018-12-31348,619,000
Active participant vested funding target2018-12-311,961,280,677
Number of active participants2018-12-3114,316
Total funding liabilities for active participants2018-12-312,099,472,250
Total participant count2018-12-3136,417
Total funding target for all participants2018-12-315,495,699,228
Balance at beginning of prior year after applicable adjustments2018-12-31220,336,902
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31189,982,378
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-31136,919,650
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-3183,417,252
Amount remaining of prefunding balance2018-12-31189,982,378
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Balance of carryovers at beginning of current year2018-12-3199,266,530
Balance of prefunding at beginning of current year2018-12-31226,079,030
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31154,928,480
Net shortfall amortization installment of oustanding balance2018-12-31229,126,863
Total funding amount beforereflecting carryover/prefunding balances2018-12-31192,333,405
Carryover balance elected to use to offset funding requirement2018-12-3199,266,530
Prefunding balance elected to use to offset funding requirement2018-12-3193,066,875
Additional cash requirement2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-0133,878
Total number of active participants reported on line 7a of the Form 55002018-01-0114,199
Number of retired or separated participants receiving benefits2018-01-0113,228
Number of other retired or separated participants entitled to future benefits2018-01-016,098
Total of all active and inactive participants2018-01-0133,525
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012,060
Total participants2018-01-0135,585
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01189
2017: DOMINION ENERGY PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-31689,312,698
Acturial value of plan assets2017-12-31704,806,352
Funding target for retired participants and beneficiaries receiving payment2017-12-31262,916,255
Number of terminated vested participants2017-12-31213
Fundng target for terminated vested participants2017-12-3110,123,385
Active participant vested funding target2017-12-31223,619,763
Number of active participants2017-12-311,044
Total funding liabilities for active participants2017-12-31240,150,117
Total participant count2017-12-312,539
Total funding target for all participants2017-12-31513,189,757
Balance at beginning of prior year after applicable adjustments2017-12-3124,938,813
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31191,803,478
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-3124,938,813
Amount remaining of prefunding balance2017-12-31191,803,478
Present value of excess contributions2017-12-314,282,943
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-314,545,059
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-3126,901,498
Reductions in prefunding balances due to elections or deemed elections2017-12-3116,804,214
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-31190,094,198
Total employer contributions2017-12-3175,000,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3174,784,280
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3111,445,821
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-319,923,424
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-319,923,424
Contributions allocatedtoward minimum required contributions for current year2017-12-3174,784,280
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-012,514
Total number of active participants reported on line 7a of the Form 55002017-01-0113,150
Number of retired or separated participants receiving benefits2017-01-0112,711
Number of other retired or separated participants entitled to future benefits2017-01-016,127
Total of all active and inactive participants2017-01-0131,988
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011,890
Total participants2017-01-0133,878
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01126

Financial Data on DOMINION ENERGY PENSION PLAN

Measure Date Value
2022 : DOMINION ENERGY PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$2,204,889
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$217,799
Total income from all sources (including contributions)2022-12-31$-2,108,816,073
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$446,683,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$440,471,439
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$7,265,847,838
Value of total assets at beginning of year2022-12-31$9,819,359,967
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$6,211,707
Total interest from all sources2022-12-31$4,362
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 year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$6,211,707
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$50,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$152,830
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$217,799
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,555,499,219
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,265,847,838
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,819,142,168
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in master investment trust accounts at end of year2022-12-31$7,265,346,754
Value of interest in master investment trust accounts at beginning of year2022-12-31$9,819,144,206
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$4,362
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$348,254
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$215,761
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$440,471,439
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2022-12-31133891517
2021 : DOMINION ENERGY PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets from this plan2021-12-31$1,589,709
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$217,799
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$1,218,397,178
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$426,034,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$428,646,063
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$250,000,000
Value of total assets at end of year2021-12-31$9,819,359,967
Value of total assets at beginning of year2021-12-31$9,028,369,565
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$-2,611,197
Total interest from all sources2021-12-31$82
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$-2,611,197
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$50,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$217,799
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$792,362,312
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,819,142,168
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,028,369,565
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in master investment trust accounts at end of year2021-12-31$9,819,144,206
Value of interest in master investment trust accounts at beginning of year2021-12-31$9,028,209,327
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$82
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$215,761
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$160,238
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$250,000,000
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$428,646,063
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2021-12-31133891517
2020 : DOMINION ENERGY PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$746,467,500
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$1,302,595,332
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$437,109,460
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$411,095,098
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$142,227
Value of total assets at end of year2020-12-31$9,028,369,565
Value of total assets at beginning of year2020-12-31$7,416,416,193
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$26,014,362
Total interest from all sources2020-12-31$1,210
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 year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$26,014,362
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$50,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$865,485,872
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,028,369,565
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,416,416,193
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in master investment trust accounts at end of year2020-12-31$9,028,209,327
Value of interest in master investment trust accounts at beginning of year2020-12-31$7,166,156,638
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,210
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$160,238
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$259,555
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$142,227
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$250,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$411,095,098
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31Yes
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2020-12-31133891517
2019 : DOMINION ENERGY PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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 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$1,777,085,672
Total income from all sources (including contributions)2019-12-31$1,777,085,672
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$439,884,595
Total of all expenses incurred2019-12-31$439,884,595
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$415,735,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$415,735,746
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$518,712,596
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$518,712,596
Value of total assets at end of year2019-12-31$7,166,416,193
Value of total assets at end of year2019-12-31$7,166,416,193
Value of total assets at beginning of year2019-12-31$5,829,215,116
Value of total assets at beginning of year2019-12-31$5,829,215,116
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$24,148,849
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$24,148,849
Total interest from all sources2019-12-31$6,646
Total interest from all sources2019-12-31$6,646
Total dividends received (eg from common stock, registered investment company shares)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 year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$24,148,849
Administrative expenses professional fees incurred2019-12-31$24,148,849
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$50,000,000
Value of fidelity bond cover2019-12-31$50,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$1,836
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$1,836
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$498,712,596
Income. Non cash contributions2019-12-31$498,712,596
Value of net income/loss2019-12-31$1,337,201,077
Value of net income/loss2019-12-31$1,337,201,077
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,166,416,193
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,166,416,193
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,829,215,116
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,829,215,116
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Interest earned on other investments2019-12-31$6,646
Interest earned on other investments2019-12-31$6,646
Value of interest in master investment trust accounts at end of year2019-12-31$7,166,156,638
Value of interest in master investment trust accounts at end of year2019-12-31$7,166,156,638
Value of interest in master investment trust accounts at beginning of year2019-12-31$5,828,949,705
Value of interest in master investment trust accounts at beginning of year2019-12-31$5,828,949,705
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$259,555
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$259,555
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$265,411
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$265,411
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$20,000,000
Contributions received in cash from employer2019-12-31$20,000,000
Employer contributions (assets) at end of year2019-12-31$250,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$415,733,910
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$415,733,910
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DELOITTE & TOUCHE LLP
Accountancy firm name2019-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2019-12-31133891517
Accountancy firm EIN2019-12-31133891517
2018 : DOMINION ENERGY PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
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$0
Total income from all sources (including contributions)2018-12-31$-345,661,278
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$359,274,100
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$336,066,773
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$5,829,215,116
Value of total assets at beginning of year2018-12-31$6,534,150,494
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$23,207,327
Total interest from all sources2018-12-31$4,293
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 year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$23,207,327
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$50,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-704,935,378
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,829,215,116
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,534,150,494
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Interest earned on other investments2018-12-31$4,293
Value of interest in master investment trust accounts at end of year2018-12-31$5,828,949,705
Value of interest in master investment trust accounts at beginning of year2018-12-31$6,533,938,641
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$265,411
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$211,853
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$336,066,773
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2018-12-31133891517
2017 : DOMINION ENERGY PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$5,652,261,178
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$220,355,327
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$69,972,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$69,566,076
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$75,000,000
Value of total assets at end of year2017-12-31$6,534,150,494
Value of total assets at beginning of year2017-12-31$731,506,425
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$406,360
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$88,764
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$50,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Administrative expenses (other) incurred2017-12-31$317,596
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$150,382,891
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,534,150,494
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$731,506,425
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in master investment trust accounts at end of year2017-12-31$6,533,938,641
Value of interest in master investment trust accounts at beginning of year2017-12-31$731,506,425
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$211,853
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$75,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$69,566,076
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31GRANT THORNTON LLP
Accountancy firm EIN2017-12-31366055558

Form 5500 Responses for DOMINION ENERGY PENSION PLAN

2022: DOMINION ENERGY PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: DOMINION ENERGY PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: DOMINION ENERGY PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: DOMINION ENERGY PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: DOMINION ENERGY PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: DOMINION ENERGY PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC-6641
Policy instance 1
Insurance contract or identification numberAC-6641
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC-6641
Policy instance 1
Insurance contract or identification numberAC-6641
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC-6641
Policy instance 1
Insurance contract or identification numberAC-6641
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC-6641
Policy instance 1
Insurance contract or identification numberAC-6641
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC-6641
Policy instance 1
Insurance contract or identification numberAC-6641
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC-6641
Policy instance 1
Insurance contract or identification numberAC-6641
Number of Individuals Covered33878
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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