2023 Form 5500 filing — Aep Retirement Savings 401(K) Plan
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 20241015151658NAL0056902018001) for Aep Retirement Savings 401(K) Plan, reported by American Electric Power Service Corporation under EIN 13-4922641 and plan number 002. It reports 22,253 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015151658NAL0056902018001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Electric Power Service Corporation
- EIN
- 13-4922641
- Plan number
- 002
- Location
- Columbus, OH
- Participants
- 22,253
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,168,340,578
- Total liabilities (EOY)
- -$24,392,343
- Net assets (EOY)
- $5,192,732,921
- Employer contributions
- $86,846,315
- Participant contributions
- $198,389,898
- Total income / additions
- $1,002,111,068
- Benefits paid
- $514,584,103
- Administrative expenses
- $6,757,797
- Total expenses
- $521,613,523
- Net increase / (decrease)
- $480,497,545
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mellon Capital | NONE | $1,185,311 | $0 |
| J.P. Morgan Investment Management | NONE | $761,213 | not reported in the loaded dataset |
| Jennison Associates, LLC | NONE | $639,515 | $0 |
| Wedge Capital Management | NONE | $606,109 | $0 |
| Arrowmark Partners | NONE | $472,869 | $0 |
| Jackson Square | NONE | $471,434 | $0 |
| Galliard Capital Management, Inc. | NONE | $446,734 | $0 |
| Boston Partners | NONE | $409,466 | $0 |
| Bank Of New York Mellon | NONE | $350,000 | $0 |
| Great-West Life & Annuity Insurance | NONE | $340,306 | $0 |
| Sound Shore Management, Inc. | NONE | $321,269 | not reported in the loaded dataset |
| Aon Hewitt | NONE | $139,050 | not reported in the loaded dataset |
| Bdo Usa, P.C. | NONE | $107,909 | not reported in the loaded dataset |
| Lifeworks | NONE | $23,760 | not reported in the loaded dataset |