Ameren Retirement Plan — Form 5500 plan (Ameren 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, Ameren Retirement Plan is a benefit plan reported by Ameren Corporation under EIN 43-1723446 and plan number 005. The latest loaded filing year is 2023. The filing reports 24,106 participants and $4,709,766,277 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ameren Corporation
EIN
43-1723446
Plan number
005
Plan type
2
Location
St. Louis, MO
Latest filing year
2023
Participants
24,106
End-of-year plan assets
$4,709,766,277

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202324,106H, C20241015170532NAL0058869474001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,709,766,277
Total liabilities (EOY)
$244,858,967
Net assets (EOY)
$4,464,907,310
Net assets (BOY)
$4,199,071,368

Income & contributions

Employer contributions
$188
Total contributions
$188
Total income / additions
$547,881,820

Expenses & distributions

Benefits paid
$265,545,328
Administrative expenses
$16,500,550
Total expenses
$282,045,878
Net increase / (decrease)
$265,835,942

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Willis Towers WatsonNONE$2,417,432not reported in the loaded dataset2023
Jennison Assoc Capital CorpNONE$1,139,040not reported in the loaded dataset2023
Causeway Capital ManagementNONE$1,098,224$02023
Nisa Investment AdvisorsNONE$1,020,434not reported in the loaded dataset2023
Jp Morgan Investment ManagementNONE$884,776not reported in the loaded dataset2023
Pzena Investment ManagementNONE$798,999$02023
Boston PartnersNONE$773,022$02023
Legal And GeneralNONE$684,107not reported in the loaded dataset2023
Harrison StreetNONE$498,985$02023
The Bank Of New York MellonTRUSTEE$490,678$02023
Prudential Insurance Company Of AmeNONE$432,598not reported in the loaded dataset2023
William Blair Investment ManagementNONE$401,681$02023
Jacobs LevyNONE$392,172not reported in the loaded dataset2023
Westfield Capital ManagementNONE$380,155$02023
Segall Bryant And HamillNONE$376,131$02023
Sanderson Asset ManagementNONE$370,593$02023
Rreef America Reit IiNONE$248,608not reported in the loaded dataset2023
Seyfarth ShawNONE$37,542not reported in the loaded dataset2023
Crowe LlpNONE$37,522not reported in the loaded dataset2023
Blackrock Institutional Trust CoNONE$27,070$02023
The Northern Trust CompanyNONE$26,379not reported in the loaded dataset2023
Mellon InvestmentsAFFILIATE OF TRUSTEE$22,884$02023

Related Form 5500 pages