2023 Form 5500 filing — Pension Plan For Employees Of American Water Works Company, Inc. & Its Designated Subsidiaries
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 20241015135958NAL0016558275004) for Pension Plan For Employees Of American Water Works Company, Inc. & Its Designated Subsidiaries, reported by American Water Works Co., Inc. under EIN 51-0063696 and plan number 001. It reports 2,576 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015135958NAL0016558275004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Water Works Co., Inc.
- EIN
- 51-0063696
- Plan number
- 001
- Location
- Camden, NJ
- Participants
- 2,576
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $702,869,085
- Net assets (EOY)
- $702,869,085
- Employer contributions
- $52,500,000
- Total income / additions
- $101,559,380
- Benefits paid
- $42,252,707
- Administrative expenses
- $8,583,144
- Total expenses
- $50,835,851
- Net increase / (decrease)
- $50,723,529
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson | 3RD PARTY | $1,274,286 | not reported in the loaded dataset |
| Northern Trust Company | 3RD PARTY | $1,265,780 | $0 |
| Heitman/Jmb Advisory Corporation | 3RD PARTY | $550,248 | not reported in the loaded dataset |
| Lsv Asset Management | 3RD PARTY | $263,635 | not reported in the loaded dataset |
| Income Research & Management | 3RD PARTY | $203,732 | not reported in the loaded dataset |
| Tcw Asset Management | 3RD PARTY | $178,045 | not reported in the loaded dataset |
| Fidelity Institutional Asset | 3RD PARTY | $131,659 | not reported in the loaded dataset |
| Eagle Asset Management | 3RD PARTY | $129,075 | $0 |
| Segall Bryant & Hamill Inv. Counsel | 3RD PARTY | $114,874 | not reported in the loaded dataset |
| Nisa Invesment Advisors, LLC | 3RD PARTY | $109,426 | not reported in the loaded dataset |
| Ubs Global Asset Management | 3RD PARTY | $92,656 | not reported in the loaded dataset |
| Morgan Lewis & Bockius Llp | 3RD PARTY | $81,040 | not reported in the loaded dataset |
| Loomis Sayles | 3RD PARTY | $39,787 | not reported in the loaded dataset |
| John Hancock Life Insurance Co | 3RD PARTY | $26,583 | not reported in the loaded dataset |