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Original filing (PDF)20251003071936NAL0001119473001
DTE ENERGY CORPORATE SERVICES, LLC
Form 5500
FILING_RECEIVED
DTE SUPPLEMENTAL RETIREE BENEFIT PLAN
Health & welfare plan
Signals · 1
No recordkeeper disclosed
Active participants
4,593
Accounts w/ balance
—
Plan assets (EOY)
$103.8M
Net assets (EOY)
$103.8M
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)
84
/ 100
Grade B
Above-average plan
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
65
Vendor stack
80
Participation health
100
Knocking points off
- 22 bps in Schedule C fees — 122% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
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 DTE ENERGY CORPORATE SERVICES, LLC.
Plan sponsor
Name
DTE ENERGY CORPORATE SERVICES, LLC
EIN
20-5898509
Address
ONE ENERGY PLAZA · 240 GO · DETROIT, MI · 482261221
Phone
(313) 235-8257
Industry
Utilitiessee all
Plan administrator
Name
THE DTE ENERGY COMPANY BENEFIT PLAN ADMINISTRATION COMMITTEE
EIN
38-3217752
City
DETROIT, MI
Phone
(313) 235-8257
Plan characteristics
Plan number
527
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4E · Vision
4I · Severance Pay
Audit & trust (Schedule H)
Auditor
GJC CPA'S & ADVISORS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALIGHT SOLUTIONS LLC | 82-1061233 | — | NONE KNOWN | $154K | — |
| AON CONSULTING, INC. | 22-2232264 | — | NONE KNOWN | $48K | — |
| PLANTE & MORAN, PLLC | 33-1498605 | — | NONE KNOWN | $13K | — |
| GEORGE JOHNSON & COMPANY | 38-2029668 | — | NONE KNOWN | $10K | — |
| STATE STREET BANK AND TRUST COMPANY | 04-1867445 | — | NONE KNOWN | $5K | — |
Investments
1 pooled fund· $92.8M(89% 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 |
|---|---|---|---|
| DTE ENERGY CO. MASTER VEBA TRUST DTE ENERGY CORPORATE SERVICES, LLC · EIN 20-0471790 / PN 023 | Master Trust | $92.8M | 89.4% |
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