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Original filing (PDF)20251010142634NAL0008314865001
DUKE ENERGY CORPORATION
Form 5500
FILING_RECEIVED
DUKE ENERGY LEGACY PENSION PLAN
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
277
Accounts w/ balance
—
Plan assets (EOY)
$2.4B
Net assets (EOY)
$2.4B
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
55
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DUKE ENERGY CORPORATION.
Plan sponsor
Name
DUKE ENERGY CORPORATION
EIN
20-2777218
Address
525 SOUTH TRYON STREET · CHARLOTTE, NC · 28202
Phone
(704) 382-4703
Industry
Utilitiessee all
Plan administrator
Name
DUKE ENERGY BENEFITS COMMITTEE
EIN
20-2777218
City
CHARLOTTE, NC
Phone
(704) 382-4703
Plan characteristics
Plan number
012
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
1C · Cash balance or similar hybrid DB
1E · Section 401(h) arrangement
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MCCONNELL & JONES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHERN TRUST | 36-1561860 | — | TRUSTEE | $1.3M | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHERRY BEKAERT & HOLLAND, LLP | 56-0574444 | — | CONSULTING | $10K | — |
Investments
1 pooled fund· $2.4B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| DUKE ENERGY CORP MASTER TRUST DUKE ENERGY CORPORATION · EIN 20-2777218 / PN 005 | Master Trust | $2.4B | 100.0% |