2023 Form 5500 filing — Ameren Retiree Welfare Benefit 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 20241015180725NAL0029339265001) for Ameren Retiree Welfare Benefit Plan, reported by Ameren Corporation under EIN 43-1723446 and plan number 511. It reports 9,569 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015180725NAL0029339265001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ameren Corporation
- EIN
- 43-1723446
- Plan number
- 511
- Location
- St. Louis, MO
- Participants
- 9,569
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,200,097,570
- Total liabilities (EOY)
- $3,064,874
- Net assets (EOY)
- $1,197,032,696
- Employer contributions
- $2,323,448
- Participant contributions
- $7,563,571
- Total income / additions
- $186,092,290
- Benefits paid
- $62,780,650
- Administrative expenses
- $5,105,925
- Total expenses
- $67,886,575
- Net increase / (decrease)
- $118,205,715
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Healthy Alliance Life Ins. Co. | NONE | $761,011 | not reported in the loaded dataset |
| Nisa | NONE | $464,736 | not reported in the loaded dataset |
| Nuveen Asset Management LLC | NONE | $259,717 | not reported in the loaded dataset |
| Businessolver | NONE | $192,177 | not reported in the loaded dataset |
| The Bank Of New York Mellon | TRUSTEE | $36,585 | $0 |
| Willis Towers Watson | NONE | $27,145 | $0 |
| Crowe Llp | NONE | $16,326 | not reported in the loaded dataset |