2023 Form 5500 filing — American Electric Power System 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 20241014141715NAL0013435571001) for American Electric Power System Retirement Plan, reported by American Electric Power Service Corporation under EIN 13-4922641 and plan number 001. It reports 33,132 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014141715NAL0013435571001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Electric Power Service Corporation
- EIN
- 13-4922641
- Plan number
- 001
- Location
- Columbus, OH
- Participants
- 33,132
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,475,896,468
- Total liabilities (EOY)
- $101,158,967
- Net assets (EOY)
- $4,374,737,501
- Total income / additions
- $412,352,043
- Benefits paid
- $400,379,047
- Administrative expenses
- $22,618,591
- Total expenses
- $422,997,638
- Net increase / (decrease)
- -$10,645,595
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Telus Health | NONE | $1,352,842 | not reported in the loaded dataset |
| Jennison Associates | NONE | $1,217,542 | not reported in the loaded dataset |
| Polaris Capital Management | NONE | $989,698 | $0 |
| Sands Capital Management | NONE | $974,184 | $0 |
| Vontobel | NONE | $898,105 | $0 |
| Townsend | NONE | $888,695 | not reported in the loaded dataset |
| Bny Mellon | NONE | $887,554 | $0 |
| River & Mercantile | NONE | $870,239 | not reported in the loaded dataset |
| J.P.Morgan Investment Management | NONE | $864,463 | not reported in the loaded dataset |
| Wellington | NONE | $857,193 | not reported in the loaded dataset |
| Hamilton Lane | NONE | $562,500 | not reported in the loaded dataset |
| Nisa Investment Advisors | NONE | $372,607 | not reported in the loaded dataset |
| Ariel Investments, LLC | NONE | $331,952 | $0 |
| Mellon Capital Management | NONE | $280,699 | not reported in the loaded dataset |
| Franklin Templeton Institutional | NONE | $278,986 | $0 |
| Willis Towers Watson Actuary Svc | NONE | $260,021 | not reported in the loaded dataset |
| Aon Investments Usa Inc. | NONE | $227,017 | not reported in the loaded dataset |
| Jp Morgan Chase Bank | NONE | $190,011 | $0 |
| Bdo Usa, P.C. | NONE | $102,617 | not reported in the loaded dataset |
| Business Solver | NONE | $58,692 | not reported in the loaded dataset |
| Porter, Wright, Morris & Arthur Llp | NONE | $50,968 | not reported in the loaded dataset |