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Original filing (PDF)20251017125856NAL0003744163004
NV ENERGY, INC.
Form 5500
FILING_RECEIVED
NV ENERGY COMPREHENSIVE WELFARE BENEFIT AND CAFETERIA PLAN
Health & welfare plan
Signals · 4
56% in single holding~199 bps in Sched C feesNo recordkeeper disclosed7 service providers
Active participants
2,652
Accounts w/ balance
—
Plan assets (EOY)
$100.2M
Net assets (EOY)
$94.0M
How this plan invests
This plan
5 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
- Top holding "Vanguard Total Bond Index Fund Registered investment company" is 56% of plan.
- 199 bps in Schedule C fees — 1891% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NV ENERGY, INC..
Plan sponsor
Name
NV ENERGY, INC.
EIN
88-0198358
Address
6100 NEIL RD. M/S S2A20- TAX DEPT. · RENO, NV · 89511
Phone
(775) 834-4444
Industry
Utilitiessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
507
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-17
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4L · Death Benefits (other than life insurance)
4Q · Other
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY | 06-6033492 | — | NONE | $1.3M | — |
| EXPRESS SCRIPTS, INC | 43-1420563 | — | NONE | $456K | — |
| DELTA DENTAL INSURANCE COMPANY | 94-2761537 | — | NONE | $100K | — |
| PAYFLEX FSA | 91-1774434 | — | NONE | $96K | — |
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | NONE | $35K | — |
| AON BENFIELD | 36-4212192 | — | NONE | $14K | — |
| VISION SERVICE PLAN | 23-7089668 | — | NONE | $13K | — |
Investments
5 direct securities· $94.3M(94% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Bond Index Fund Registered investment company | — | — | $61.9M | $52.8M | 52.7% | |
| Vanguard Long Term Bond Index Fund Registered investment company | — | — | $28.1M | $21.6M | 21.6% | |
| Vanguard Institutional Index Fund Registered investment company | — | — | $3.9M | $13.0M | 13.0% | |
| Wells Fargo Government Registered investment company | — | — | $5.7M | $5.7M | 5.6% | |
| Dreyfus Government Cash Management Registered investment company | — | — | $1.3M | $1.3M | 1.3% |