2023 Form 5500 filing — Pension Plan For Certain Inactive Participants Of American Water Works Company, Inc. And Its Designa
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 20241015154808NAL0028994577001) for Pension Plan For Certain Inactive Participants Of American Water Works Company, Inc. And Its Designa, reported by American Water Works Co., Inc. under EIN 51-0063696 and plan number 004. It reports 3,759 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015154808NAL0028994577001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Water Works Co., Inc.
- EIN
- 51-0063696
- Plan number
- 004
- Location
- Camden, NJ
- Participants
- 3,759
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $730,382,824
- Net assets (EOY)
- $730,382,824
- Total income / additions
- $48,301,635
- Benefits paid
- $75,270,942
- Administrative expenses
- $2,161,721
- Total expenses
- $77,432,663
- Net increase / (decrease)
- -$29,131,028
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northern Trust Company | 3RD PARTY | $834,187 | $0 |
| Heitman/Jmb Advisory Corporation | 3RD PARTY | $287,232 | not reported in the loaded dataset |
| Segall Bryant & Hamill Inv. Counsel | 3RD PARTY | $128,857 | not reported in the loaded dataset |
| Tcw Asset Management | 3RD PARTY | $114,611 | not reported in the loaded dataset |
| Morgan Lewis & Bockius Llp | 3RD PARTY | $100,609 | not reported in the loaded dataset |
| Lsv Asset Management | 3RD PARTY | $63,279 | not reported in the loaded dataset |
| Ubs Global Asset Management | 3RD PARTY | $61,793 | not reported in the loaded dataset |
| Willis Towers Watson | 3RD PARTY | $55,182 | not reported in the loaded dataset |
| Fidelity Institutional Asset | 3RD PARTY | $13,439 | not reported in the loaded dataset |