American Electric Power System Comprehensive Medical 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, American Electric Power System Comprehensive Medical Plan is a benefit plan reported by American Electric Power Service Corporation under EIN 13-4922641 and plan number 501. The latest loaded filing year is 2023. The filing reports 33,960 participants and $1,325,333,209 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
501
Plan type
2
Location
Columbus, OH
Latest filing year
2023
Participants
33,960
End-of-year plan assets
$1,325,333,209

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202333,960H, C20241015152030NAL0014949619001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,325,333,209
Total liabilities (EOY)
$0
Net assets (EOY)
$1,325,333,209
Net assets (BOY)
$1,181,183,012

Income & contributions

Employer contributions
$232,088,339
Participant contributions
$102,161,230
Total contributions
$334,249,569
Total income / additions
$502,678,630

Expenses & distributions

Benefits paid
$328,231,926
Administrative expenses
$30,296,507
Total expenses
$358,528,433
Net increase / (decrease)
$144,150,197

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Anthem Blue Cross & Blue ShieldNONE KNOWN$4,949,667$02023
QuantumNONE KNOWN$4,232,813$02023
Ameriben / Iec GroupNONE KNOWN$3,928,699not reported in the loaded dataset2023
Optumrx, Inc.NONE KNOWN$1,685,232$234,1152023
BusinesssolverNONE KNOWN$1,481,038not reported in the loaded dataset2023
Sharecare Inc /HealthwaysNONE KNOWN$586,330not reported in the loaded dataset2023
Aetna Life Insurance Co.NONE KNOWN$421,626not reported in the loaded dataset2023
Nisa Investment ServicesNONE KNOWN$398,837not reported in the loaded dataset2023
Polaris Capital ManagementNONE KNOWN$345,454$02023
Psg Consulting LLCNONE KNOWN$333,792not reported in the loaded dataset2023
River Global Investors LlpNONE KNOWN$303,128not reported in the loaded dataset2023
Sands Capital Management, LLCNONE KNOWN$277,845$02023
Wellington Management Company, LlpNONE KNOWN$273,336$02023
Vontobel Asset Management, Inc.NONE KNOWN$208,151$02023
Jp Morgan Investment ManagementNONE KNOWN$206,521not reported in the loaded dataset2023
Express Scripts, Inc.NONE KNOWN$203,454not reported in the loaded dataset2023
Aon Investments Usa Inc.NONE KNOWN$176,574not reported in the loaded dataset2023
Bdo Usa, P.C.NONE KNOWN$171,023not reported in the loaded dataset2023
Willis Towers WatsonNONE KNOWN$117,245not reported in the loaded dataset2023
Willis Towers Watson Investment SerNONE KNOWN$28,000not reported in the loaded dataset2023
Kaiser Consulting, LLCNONE KNOWN$25,371not reported in the loaded dataset2023
Bank Of New York MellonNONE KNOWN$2,310$02023

Related Form 5500 pages