2023 Form 5500 filing — Ameren Health And Welfare Trust
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 20241015180615NAL0029337601001) for Ameren Health And Welfare Trust, reported by Ameren Corporation under EIN 43-1723446 and plan number 012. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015180615NAL0029337601001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Ameren Corporation
- EIN
- 43-1723446
- Plan number
- 012
- Location
- St. Louis, MO
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $727,930,116
- Total liabilities (EOY)
- $1,402,624
- Net assets (EOY)
- $726,527,492
- Total income / additions
- $103,999,231
- Benefits paid
- $0
- Administrative expenses
- $2,948,010
- Total expenses
- $2,948,010
- Net increase / (decrease)
- $101,051,221
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Healthy Alliance Life Ins. Co. | NONE | $1,136,179 | not reported in the loaded dataset |
| Wellington Asset Management | NONE | $374,091 | $0 |
| Boston Partners | NONE | $314,972 | $0 |
| Businessolver | NONE | $295,347 | not reported in the loaded dataset |
| Sanderson Asset Management | NONE | $215,768 | $0 |
| William Blair Investment Management | NONE | $162,568 | $0 |
| Westfield Capital Management | NONE | $148,854 | $0 |
| Delta Dental Of Missouri | NONE | $104,082 | not reported in the loaded dataset |
| The Bank Of New York Mellon | TRUSTEE | $78,510 | $0 |
| Willis Towers Watson | NONE | $46,057 | $0 |
| Crowe Llp | NONE | $20,211 | not reported in the loaded dataset |
| Vision Service Plan | NONE | $19,515 | not reported in the loaded dataset |
| Blackrock Institutional Trust | NONE | $18,092 | not reported in the loaded dataset |
| Mellon Investments | NONE | $5,331 | $0 |