# American Water Works Company, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/american-water-works-company-inc-510063696-507

> American Water Works Company, INC.'s Health & Welfare plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** American Water Works Company, INC.

- **Sponsor EIN:** 510063696

- **Sponsor Address:** P.O. BOX 2738, ATTN TAX DEPT., CAMDEN, NJ, 081012738

- **Plan Type:** Health & Welfare

- **Plan Number:** 507

- **Total Participants:** 0

- **Total Assets:** $251.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|0|$251.5M|$2.5M|$3.3M|

| 2023|0|$256.2M|$2.5M|$3.5M|

| 2022|0|$447.0M|$2.5M|$3.0M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| HORIZON BCBS|Other Service Provider|$625,676|—|$625,676|

| MERCER|Investment Advisor|$327,452|—|$327,452|

| CVS/CAREMARK|Other Service Provider|$97,727|—|$97,727|

| BLACKROCK FINANCIAL MANAGEMENT INC.|Other Service Provider|$66,000|—|$66,000|

| MORGAN LEWIS & BOCKIUS LLP|ERISA Attorney|$25,415|—|$25,415|

| NORTHERN TRUST|Other Service Provider|$25,319|—|$25,319|

| KREISCHER MILLER|Auditor|$17,196|—|$17,196|

| AETNA|Other Service Provider|$15,423|—|$15,423|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MERCER](https://planprovider.pro/provider/mercer-advisors) — Investment Advisor

- [MORGAN LEWIS & BOCKIUS LLP](https://planprovider.pro/provider/meyer-unkovic-and-scott-llp) — ERISA Attorney

- [KREISCHER MILLER](https://planprovider.pro/provider/kreischer-miller) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,200,208

- **Estimated Expense Ratio:** 0.477% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$1,200,165|$66,000|$1,116,969|$17,196|—|

| 2023|$1,326,695|$183,911|$1,092,156|$50,628|—|

| 2022|$1,718,677|—|$576,324|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/american-water-works-company-inc-510063696-507)

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