Patricia Martin signed Centerpoint Energy, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Centerpoint Energy, Inc.'s EIN is 74-0694415.
Download the official 2024 Form 5500 (PDF) for Centerpoint Energy, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Centerpoint Energy, Inc.'s plan includes a defined-benefit pension formula, a cash-balance formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALIGHT | 82-1061233 | — | NONE | $1.1M | — |
| FIDELITY INSTITUTIONAL ASSET MANAGE | 04-3532603 | — | NONE | $281K | — |
| FIDELITY INSTITUTIONAL ASSET MANAGE |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in master trust] | Other | — | — | $996.0M | 91.2% | |
| CENTERPOINT ENERGY, INC. MASTER RET CENTERPOINT ENERGY, INC. · EIN 74-0694415 / PN 101 | Master Trust | — | — | $996.0M | 91.2% |
| 20-2159373 |
| — |
| NONE |
| $89K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PACIFIC INVESTMENT MANAGEMENT | 33-0629048 | — | NONE | $560K | — |
| WELLINGTON TRUST COMPANY | 04-2755549 | — | NONE | $123K | — |
| DIMENSIONAL FUND ADVISORS, LP | 22-2370029 | — | NONE | $59K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHERN TRUST COMPANY | 36-1561860 | — | NONE | $462K | — |
| LEGAL & GENERAL INVESTMENTS | 20-8058531 | — | NONE | $352K | — |
| AON CONSULTING | 22-2232264 | — | NONE | $336K | — |
| CALLAN LLC | 94-2192581 | — | NONE | $129K | — |
| BSWIFT | 36-4391310 | — | NONE | $118K | — |
| BLUE CROSS BLUE SHIELD | 36-1236610 | — | NONE | $67K | — |
| DELTA DENTAL | 94-2761537 | — | NONE | $52K | — |
| MCCONNELL & JONES, LLP | 76-0488832 | — | NONE | $48K | — |
| CENTERPOINT ENERGY | 74-0694415 | — | PLAN SPONSOR | $37K | — |
