Group Insurance Plan For Retired Employees Of American Water Works Co., Inc. & Its Designated Subsidiaries & Affiliates — Form 5500 plan (American Water Works Company, Inc.)
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, Group Insurance Plan For Retired Employees Of American Water Works Co., Inc. & Its Designated Subsidiaries & Affiliates is a benefit plan reported by American Water Works Company, Inc. under EIN 51-0063696 and plan number 507. The latest loaded filing year is 2023. The filing reports 2,514 participants and $256,207,984 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Water Works Company, Inc.
- EIN
- 51-0063696
- Plan number
- 507
- Plan type
- 2
- Location
- Camden, NJ
- Latest filing year
- 2023
- Participants
- 2,514
- End-of-year plan assets
- $256,207,984
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,514 | H, C | 20241011110931NAL0012406371004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $256,207,984
- Total liabilities (EOY)
- $1,337,737
- Net assets (EOY)
- $254,870,247
- Net assets (BOY)
- $445,938,486
Income & contributions
- Employer contributions
- $2,520,011
- Participant contributions
- $3,547,104
- Total contributions
- $6,067,115
- Total income / additions
- $31,085,249
Expenses & distributions
- Benefits paid
- $25,491,330
- Administrative expenses
- $1,326,695
- Total expenses
- $26,818,025
- Net increase / (decrease)
- $4,267,224
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Horizon Bcbs | 3RD PARTY | $653,760 | $0 | 2023 |
| Mercer | NONE | $291,031 | not reported in the loaded dataset | 2023 |
| Nisa Investment Advisors, LLC | NONE | $74,264 | not reported in the loaded dataset | 2023 |
| Cvs/Caremark | NONE | $73,118 | not reported in the loaded dataset | 2023 |
| Blackrock Financial Management Inc. | NONE | $66,000 | not reported in the loaded dataset | 2023 |
| Kreischer Miller | 3RD PARTY | $50,628 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson | 3RD PARTY | $43,647 | not reported in the loaded dataset | 2023 |
| Morgan Lewis & Bockius Llp | NONE | $24,257 | not reported in the loaded dataset | 2023 |
| Aetna | 3RD PARTY | $19,849 | $0 | 2023 |
| Northern Trust | 3RD PARTY | $18,425 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for American Water Works Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Camden, NJ
- Horizon Bcbs — Schedule C compensation
- Mercer — Schedule C compensation
- Nisa Investment Advisors, LLC — Schedule C compensation
- Cvs/Caremark — Schedule C compensation
- Blackrock Financial Management Inc. — Schedule C compensation
- Kreischer Miller — Schedule C compensation
- Willis Towers Watson — Schedule C compensation
- Morgan Lewis & Bockius Llp — Schedule C compensation
- Aetna — Schedule C compensation
- Northern Trust — Schedule C compensation