Aep Retirement Savings 401(K) 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, Aep Retirement Savings 401(K) Plan is a benefit plan reported by American Electric Power Service Corporation under EIN 13-4922641 and plan number 002. The latest loaded filing year is 2023. The filing reports 22,253 participants and $5,168,340,578 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
- 002
- Plan type
- 2
- Location
- Columbus, OH
- Latest filing year
- 2023
- Participants
- 22,253
- End-of-year plan assets
- $5,168,340,578
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 22,253 | H, C | 20241015151658NAL0056902018001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,168,340,578
- Total liabilities (EOY)
- -$24,392,343
- Net assets (EOY)
- $5,192,732,921
- Net assets (BOY)
- $4,712,235,376
Income & contributions
- Employer contributions
- $86,846,315
- Participant contributions
- $198,389,898
- Total contributions
- $301,991,889
- Total income / additions
- $1,002,111,068
Expenses & distributions
- Benefits paid
- $514,584,103
- Administrative expenses
- $6,757,797
- Total expenses
- $521,613,523
- Net increase / (decrease)
- $480,497,545
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mellon Capital | NONE | $1,185,311 | $0 | 2023 |
| J.P. Morgan Investment Management | NONE | $761,213 | not reported in the loaded dataset | 2023 |
| Jennison Associates, LLC | NONE | $639,515 | $0 | 2023 |
| Wedge Capital Management | NONE | $606,109 | $0 | 2023 |
| Arrowmark Partners | NONE | $472,869 | $0 | 2023 |
| Jackson Square | NONE | $471,434 | $0 | 2023 |
| Galliard Capital Management, Inc. | NONE | $446,734 | $0 | 2023 |
| Boston Partners | NONE | $409,466 | $0 | 2023 |
| Bank Of New York Mellon | NONE | $350,000 | $0 | 2023 |
| Great-West Life & Annuity Insurance | NONE | $340,306 | $0 | 2023 |
| Sound Shore Management, Inc. | NONE | $321,269 | not reported in the loaded dataset | 2023 |
| Aon Hewitt | NONE | $139,050 | not reported in the loaded dataset | 2023 |
| Bdo Usa, P.C. | NONE | $107,909 | not reported in the loaded dataset | 2023 |
| Lifeworks | NONE | $23,760 | 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
- Mellon Capital — Schedule C compensation
- J.P. Morgan Investment Management — Schedule C compensation
- Jennison Associates, LLC — Schedule C compensation
- Wedge Capital Management — Schedule C compensation
- Arrowmark Partners — Schedule C compensation
- Jackson Square — Schedule C compensation
- Galliard Capital Management, Inc. — Schedule C compensation
- Boston Partners — Schedule C compensation
- Bank Of New York Mellon — Schedule C compensation
- Great-West Life & Annuity Insurance — Schedule C compensation
- Sound Shore Management, Inc. — Schedule C compensation
- Aon Hewitt — Schedule C compensation
- Bdo Usa, P.C. — Schedule C compensation
- Lifeworks — Schedule C compensation