2023 Form 5500 filing — Group Insurance Plan For Retired Employees Of American Water Works Co., Inc. & Its Designated Subsidiaries & Affiliates
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011110931NAL0012406371004) for Group Insurance Plan For Retired Employees Of American Water Works Co., Inc. & Its Designated Subsidiaries & Affiliates, reported by American Water Works Company, Inc. under EIN 51-0063696 and plan number 507. It reports 2,514 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011110931NAL0012406371004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Water Works Company, Inc.
- EIN
- 51-0063696
- Plan number
- 507
- Location
- Camden, NJ
- Participants
- 2,514
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $256,207,984
- Total liabilities (EOY)
- $1,337,737
- Net assets (EOY)
- $254,870,247
- Employer contributions
- $2,520,011
- Participant contributions
- $3,547,104
- Total income / additions
- $31,085,249
- Benefits paid
- $25,491,330
- Administrative expenses
- $1,326,695
- Total expenses
- $26,818,025
- Net increase / (decrease)
- $4,267,224
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Horizon Bcbs | 3RD PARTY | $653,760 | $0 |
| Mercer | NONE | $291,031 | not reported in the loaded dataset |
| Nisa Investment Advisors, LLC | NONE | $74,264 | not reported in the loaded dataset |
| Cvs/Caremark | NONE | $73,118 | not reported in the loaded dataset |
| Blackrock Financial Management Inc. | NONE | $66,000 | not reported in the loaded dataset |
| Kreischer Miller | 3RD PARTY | $50,628 | not reported in the loaded dataset |
| Willis Towers Watson | 3RD PARTY | $43,647 | not reported in the loaded dataset |
| Morgan Lewis & Bockius Llp | NONE | $24,257 | not reported in the loaded dataset |
| Aetna | 3RD PARTY | $19,849 | $0 |
| Northern Trust | 3RD PARTY | $18,425 | $0 |