Pension Plan For Certain Inactive Participants Of American Water Works Company, Inc. And Its Designa — Form 5500 plan (American Water Works Co., Inc.)
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, Pension Plan For Certain Inactive Participants Of American Water Works Company, Inc. And Its Designa is a benefit plan reported by American Water Works Co., Inc. under EIN 51-0063696 and plan number 004. The latest loaded filing year is 2023. The filing reports 3,759 participants and $730,382,824 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Water Works Co., Inc.
- EIN
- 51-0063696
- Plan number
- 004
- Plan type
- 2
- Location
- Camden, NJ
- Latest filing year
- 2023
- Participants
- 3,759
- End-of-year plan assets
- $730,382,824
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,759 | H, C | 20241015154808NAL0028994577001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $730,382,824
- Net assets (EOY)
- $730,382,824
- Net assets (BOY)
- $0
Income & contributions
- Total income / additions
- $48,301,635
Expenses & distributions
- Benefits paid
- $75,270,942
- Administrative expenses
- $2,161,721
- Total expenses
- $77,432,663
- Net increase / (decrease)
- -$29,131,028
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northern Trust Company | 3RD PARTY | $834,187 | $0 | 2023 |
| Heitman/Jmb Advisory Corporation | 3RD PARTY | $287,232 | not reported in the loaded dataset | 2023 |
| Segall Bryant & Hamill Inv. Counsel | 3RD PARTY | $128,857 | not reported in the loaded dataset | 2023 |
| Tcw Asset Management | 3RD PARTY | $114,611 | not reported in the loaded dataset | 2023 |
| Morgan Lewis & Bockius Llp | 3RD PARTY | $100,609 | not reported in the loaded dataset | 2023 |
| Lsv Asset Management | 3RD PARTY | $63,279 | not reported in the loaded dataset | 2023 |
| Ubs Global Asset Management | 3RD PARTY | $61,793 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson | 3RD PARTY | $55,182 | not reported in the loaded dataset | 2023 |
| Fidelity Institutional Asset | 3RD PARTY | $13,439 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for American Water Works Co., Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Camden, NJ
- Northern Trust Company — Schedule C compensation
- Heitman/Jmb Advisory Corporation — Schedule C compensation
- Segall Bryant & Hamill Inv. Counsel — Schedule C compensation
- Tcw Asset Management — Schedule C compensation
- Morgan Lewis & Bockius Llp — Schedule C compensation
- Lsv Asset Management — Schedule C compensation
- Ubs Global Asset Management — Schedule C compensation
- Willis Towers Watson — Schedule C compensation
- Fidelity Institutional Asset — Schedule C compensation