Ameren Health And Welfare Trust — 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 Health And Welfare Trust is a benefit plan reported by Ameren Corporation under EIN 43-1723446 and plan number 012. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $727,930,116 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ameren Corporation
- EIN
- 43-1723446
- Plan number
- 012
- Plan type
- 4
- Location
- St. Louis, MO
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $727,930,116
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241015180615NAL0029337601001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $727,930,116
- Total liabilities (EOY)
- $1,402,624
- Net assets (EOY)
- $726,527,492
- Net assets (BOY)
- $739,791,971
Income & contributions
- Total contributions
- $0
- Total income / additions
- $103,999,231
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $2,948,010
- Total expenses
- $2,948,010
- Net increase / (decrease)
- $101,051,221
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Healthy Alliance Life Ins. Co. | NONE | $1,136,179 | not reported in the loaded dataset | 2023 |
| Wellington Asset Management | NONE | $374,091 | $0 | 2023 |
| Boston Partners | NONE | $314,972 | $0 | 2023 |
| Businessolver | NONE | $295,347 | not reported in the loaded dataset | 2023 |
| Sanderson Asset Management | NONE | $215,768 | $0 | 2023 |
| William Blair Investment Management | NONE | $162,568 | $0 | 2023 |
| Westfield Capital Management | NONE | $148,854 | $0 | 2023 |
| Delta Dental Of Missouri | NONE | $104,082 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | TRUSTEE | $78,510 | $0 | 2023 |
| Willis Towers Watson | NONE | $46,057 | $0 | 2023 |
| Crowe Llp | NONE | $20,211 | not reported in the loaded dataset | 2023 |
| Vision Service Plan | NONE | $19,515 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust | NONE | $18,092 | not reported in the loaded dataset | 2023 |
| Mellon Investments | NONE | $5,331 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ameren Corporation
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in St. Louis, MO
- Healthy Alliance Life Ins. Co. — Schedule C compensation
- Wellington Asset Management — Schedule C compensation
- Boston Partners — Schedule C compensation
- Businessolver — Schedule C compensation
- Sanderson Asset Management — Schedule C compensation
- William Blair Investment Management — Schedule C compensation
- Westfield Capital Management — Schedule C compensation
- Delta Dental Of Missouri — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Willis Towers Watson — Schedule C compensation
- Crowe Llp — Schedule C compensation
- Vision Service Plan — Schedule C compensation
- Blackrock Institutional Trust — Schedule C compensation
- Mellon Investments — Schedule C compensation