Ameren Retiree Welfare Benefit 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 Retiree Welfare Benefit Plan is a benefit plan reported by Ameren Corporation under EIN 43-1723446 and plan number 511. The latest loaded filing year is 2023. The filing reports 9,569 participants and $1,200,097,570 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ameren Corporation
- EIN
- 43-1723446
- Plan number
- 511
- Plan type
- 2
- Location
- St. Louis, MO
- Latest filing year
- 2023
- Participants
- 9,569
- End-of-year plan assets
- $1,200,097,570
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,569 | H, C | 20241015180725NAL0029339265001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,200,097,570
- Total liabilities (EOY)
- $3,064,874
- Net assets (EOY)
- $1,197,032,696
- Net assets (BOY)
- $1,078,826,981
Income & contributions
- Employer contributions
- $2,323,448
- Participant contributions
- $7,563,571
- Total contributions
- $9,887,019
- Total income / additions
- $186,092,290
Expenses & distributions
- Benefits paid
- $62,780,650
- Administrative expenses
- $5,105,925
- Total expenses
- $67,886,575
- Net increase / (decrease)
- $118,205,715
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Healthy Alliance Life Ins. Co. | NONE | $761,011 | not reported in the loaded dataset | 2023 |
| Nisa | NONE | $464,736 | not reported in the loaded dataset | 2023 |
| Nuveen Asset Management LLC | NONE | $259,717 | not reported in the loaded dataset | 2023 |
| Businessolver | NONE | $192,177 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | TRUSTEE | $36,585 | $0 | 2023 |
| Willis Towers Watson | NONE | $27,145 | $0 | 2023 |
| Crowe Llp | NONE | $16,326 | not reported in the loaded dataset | 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
- Nisa — Schedule C compensation
- Nuveen Asset Management LLC — Schedule C compensation
- Businessolver — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Willis Towers Watson — Schedule C compensation
- Crowe Llp — Schedule C compensation