American Electric Power System Retirement Plan — Form 5500 plan (American Electric Power Service Corporation)
Plain-English plan 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, American Electric Power System Retirement Plan is a benefit plan reported by American Electric Power Service Corporation under EIN 13-4922641 and plan number 001. The latest loaded filing year is 2023. The filing reports 33,132 participants and $4,475,896,468 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Electric Power Service Corporation
- EIN
- 13-4922641
- Plan number
- 001
- Plan type
- 2
- Location
- Columbus, OH
- Latest filing year
- 2023
- Participants
- 33,132
- End-of-year plan assets
- $4,475,896,468
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 33,132 | H, C | 20241014141715NAL0013435571001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,475,896,468
- Total liabilities (EOY)
- $101,158,967
- Net assets (EOY)
- $4,374,737,501
- Net assets (BOY)
- $4,385,383,096
Income & contributions
- Total contributions
- $0
- Total income / additions
- $412,352,043
Expenses & distributions
- Benefits paid
- $400,379,047
- Administrative expenses
- $22,618,591
- Total expenses
- $422,997,638
- Net increase / (decrease)
- -$10,645,595
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Telus Health | NONE | $1,352,842 | not reported in the loaded dataset | 2023 |
| Jennison Associates | NONE | $1,217,542 | not reported in the loaded dataset | 2023 |
| Polaris Capital Management | NONE | $989,698 | $0 | 2023 |
| Sands Capital Management | NONE | $974,184 | $0 | 2023 |
| Vontobel | NONE | $898,105 | $0 | 2023 |
| Townsend | NONE | $888,695 | not reported in the loaded dataset | 2023 |
| Bny Mellon | NONE | $887,554 | $0 | 2023 |
| River & Mercantile | NONE | $870,239 | not reported in the loaded dataset | 2023 |
| J.P.Morgan Investment Management | NONE | $864,463 | not reported in the loaded dataset | 2023 |
| Wellington | NONE | $857,193 | not reported in the loaded dataset | 2023 |
| Hamilton Lane | NONE | $562,500 | not reported in the loaded dataset | 2023 |
| Nisa Investment Advisors | NONE | $372,607 | not reported in the loaded dataset | 2023 |
| Ariel Investments, LLC | NONE | $331,952 | $0 | 2023 |
| Mellon Capital Management | NONE | $280,699 | not reported in the loaded dataset | 2023 |
| Franklin Templeton Institutional | NONE | $278,986 | $0 | 2023 |
| Willis Towers Watson Actuary Svc | NONE | $260,021 | not reported in the loaded dataset | 2023 |
| Aon Investments Usa Inc. | NONE | $227,017 | not reported in the loaded dataset | 2023 |
| Jp Morgan Chase Bank | NONE | $190,011 | $0 | 2023 |
| Bdo Usa, P.C. | NONE | $102,617 | not reported in the loaded dataset | 2023 |
| Business Solver | NONE | $58,692 | not reported in the loaded dataset | 2023 |
| Porter, Wright, Morris & Arthur Llp | NONE | $50,968 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for American Electric Power Service Corporation
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Columbus, OH
- Telus Health — Schedule C compensation
- Jennison Associates — Schedule C compensation
- Polaris Capital Management — Schedule C compensation
- Sands Capital Management — Schedule C compensation
- Vontobel — Schedule C compensation
- Townsend — Schedule C compensation
- Bny Mellon — Schedule C compensation
- River & Mercantile — Schedule C compensation
- J.P.Morgan Investment Management — Schedule C compensation
- Wellington — Schedule C compensation
- Hamilton Lane — Schedule C compensation
- Nisa Investment Advisors — Schedule C compensation
- Ariel Investments, LLC — Schedule C compensation
- Mellon Capital Management — Schedule C compensation
- Franklin Templeton Institutional — Schedule C compensation
- Willis Towers Watson Actuary Svc — Schedule C compensation
- Aon Investments Usa Inc. — Schedule C compensation
- Jp Morgan Chase Bank — Schedule C compensation
- Bdo Usa, P.C. — Schedule C compensation
- Business Solver — Schedule C compensation
- Porter, Wright, Morris & Arthur Llp — Schedule C compensation