2023 Form 5500 filing — Ameren Retirement 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 20241015170532NAL0058869474001) for Ameren Retirement Plan, reported by Ameren Corporation under EIN 43-1723446 and plan number 005. It reports 24,106 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015170532NAL0058869474001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ameren Corporation
- EIN
- 43-1723446
- Plan number
- 005
- Location
- St. Louis, MO
- Participants
- 24,106
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,709,766,277
- Total liabilities (EOY)
- $244,858,967
- Net assets (EOY)
- $4,464,907,310
- Employer contributions
- $188
- Total income / additions
- $547,881,820
- Benefits paid
- $265,545,328
- Administrative expenses
- $16,500,550
- Total expenses
- $282,045,878
- Net increase / (decrease)
- $265,835,942
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson | NONE | $2,417,432 | not reported in the loaded dataset |
| Jennison Assoc Capital Corp | NONE | $1,139,040 | not reported in the loaded dataset |
| Causeway Capital Management | NONE | $1,098,224 | $0 |
| Nisa Investment Advisors | NONE | $1,020,434 | not reported in the loaded dataset |
| Jp Morgan Investment Management | NONE | $884,776 | not reported in the loaded dataset |
| Pzena Investment Management | NONE | $798,999 | $0 |
| Boston Partners | NONE | $773,022 | $0 |
| Legal And General | NONE | $684,107 | not reported in the loaded dataset |
| Harrison Street | NONE | $498,985 | $0 |
| The Bank Of New York Mellon | TRUSTEE | $490,678 | $0 |
| Prudential Insurance Company Of Ame | NONE | $432,598 | not reported in the loaded dataset |
| William Blair Investment Management | NONE | $401,681 | $0 |
| Jacobs Levy | NONE | $392,172 | not reported in the loaded dataset |
| Westfield Capital Management | NONE | $380,155 | $0 |
| Segall Bryant And Hamill | NONE | $376,131 | $0 |
| Sanderson Asset Management | NONE | $370,593 | $0 |
| Rreef America Reit Ii | NONE | $248,608 | not reported in the loaded dataset |
| Seyfarth Shaw | NONE | $37,542 | not reported in the loaded dataset |
| Crowe Llp | NONE | $37,522 | not reported in the loaded dataset |
| Blackrock Institutional Trust Co | NONE | $27,070 | $0 |
| The Northern Trust Company | NONE | $26,379 | not reported in the loaded dataset |
| Mellon Investments | AFFILIATE OF TRUSTEE | $22,884 | $0 |