2025-11-17T10:04:04+00:00 2024-12-31 350921680 CROWE LLP 701 13th St NW Suite 852 Washington DC 20005 990 2024-01-01 043294359 AMEREN HEALTH AND WELFARE TRUST AMER 3145542400 PO BOX 66149 MC1070 SAINT LOUIS MO 63166 DARRYL SAGEL VP, CORP DEVELOPMENT & ACQUISITIONS 2025-11-17 true STEVE LENIVY P01635350 2026245555 2025-11-17 2024 2025-03-06 01:10:19Z X DARRYL SAGEL PO BOX 66149 MC1070 SAINT LOUIS MO 63166 57701223 false X N/A X 2001 MA PROVIDE WELFARE BENEFITS TO ELIGIBLE MEMBERS 1 0 0 0 0 0 4270218 4137761 71107897 53563462 0 75378115 57701223 0 46908769 32191428 78510 73589 0 0 2869509 2717118 49856788 34982135 25521327 22719088 726754450 772439059 226958 293427 726527492 772145632 PROVIDE WELFARE BENEFITS TO ELIGIBLE MEMBERS false false PROVIDE WELFARE BENEFITS TO ELIGIBLE MEMBERS 0 false false false false false false false false false false false true false false false true false true false false false false false false false false false false false false false false false false false false false false false false false false false false false true false false false false true 0 0 0 false false false false false false false false X 1 0 false false false false false false false false true false false false false false false false false false false false false false X DARRYL SAGEL 3145544108 1901 Chouteau Ave SAINT LOUIS MO 63103 THE BANK OF NEW YORK MELLON TRUSTEE 0.0 0.0 X 73589 0 0 73589 0 0 0 false false false WELLINGTON TRUST COMPANY NA 280 Congress Street Boston MA 02210 INVESTMENT MGMT 456390 BOSTON PARTNERS GLOBAL One Beacon Street 30th Floor Boston MA 02108 INVESTMENT MGMT 327390 PZENA INVESTMENT MANAGEMENT 320 Park Avenue 8th Floor New York NY 10022 INVESTMENT MGMT 261600 WILLIAM BLAIR INVESTMENT 150 North Riverside Plaza Chicago IL 60606 INVESTMENT MGMT 185816 WESTFIELD CAPITAL MANAGEMENT 1 Financial Ctr 23rd Floor Boston MA 02111 INVESTMENT MGMT 171572 5 0 EMPLOYER CONTRIBUTIONS 525100 101193 101193 EMPLOYEE CONTRIBUTIONS 525100 4036568 4036568 0 0 0 0 4137761 16129187 16129187 0 0 37434275 0 37434275 0 37434275 37434275 0 0 0 0 0 57701223 4137761 0 53563462 32191428 73589 58491 1432697 1225930 0 34982135 70813 136430 55211654 66395792 228733 295432 0 0 0 0 0 0 0 0 95911188 105148248 575332062 600463157 0 0 0 726754450 772439059 226958 293427 0 0 0 0 226958 293427 X 726527492 772145632 726527492 772145632 726754450 772439059 X 22719088 22899128 -76 X false true true false Closely-held equity interests Financial derivatives COMMON COLLECTIVE TRUST 435394367 F PTRSHP/JOINT VENTURE INTERESTS 119961882 F INVESTMENT ENTITIES 45106908 F 600463157 Federal Income Taxes Other Liabilities 0 X 0 0 0 0 0 0 0 0 0 0 0 0 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote Accounting principles generally accepted in the United States of America require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. The Plan administrator has analyzed the tax positions taken by the Plan, and has concluded that as of December 31, 2024, and 2023, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The Plan administrator believes it is no longer subject to income tax examinations for years prior to 2021. Form 990, Part VI, Line 15 Determination of Compensation THE ORGANIZATION DOES NOT HAVE OFFICERS OR KEY EMPLOYEES THAT RECEIVE COMPENSATION. THEREFORE, THIS QUESTION IS NOT APPLICABLE AND HAS BEEN ANSWERED "NO" IN ACCORDANCE WITH THE FORM 990 INSTRUCTIONS. Form 990, Part VI, Line 1a Delegate broad authority to a committee As stated in the Plan Documents, the Administrative Committee is charged with overseeing the administration of the Plan. The Administrative Committee has the full power, authority and responsibility as "plan administrator "named fiduciary" under ERISA with response to the general administration of the Plan. The committee shall be led by a Chairperson who shall be the Chief Human Resources Officer, or if no such position exists, the Assistant Vice President - Corporate Human Resources. The Chairperson of the Administrative Committee shall be responsible for leadership of the Administrative Committee, and shall have the powers and duties incident to that position, including but not limited to setting agendas for meetings, presiding at such meetings, delegating authority to other members to lead meetings and appointing members to the Committee. The Chairperson of the Administrative Committee shall appoint at least four, but no more than eight persons to serve as members of the Administrative Committee. The Chairperson shall also appoint a secretary who need not be a member of the Administrative Committee to prepare and maintain minutes of meetings and other records of the Administrative Committee. Form 990, Part VI, Line 8a Documentation of meetings held by governing body BNY MELLON IS THE INSTITUTIONAL TRUSTEE OF THIS VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION UNDER IRC 501(C)(9) FORMED TO FUND CERTAIN WELFARE BENEFITS OF CURRENT AND FORMER EMPLOYEES OF AMEREN CORPORATION. THERE ARE NO MEETINGS OF THE GOVERNING BODY OR COMMITTEES TO DOCUMENT. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 IS REVIEWED INTERNALLY BY THE INVESTMENT TRUST DEPARTMENT OF AMEREN CORPORATION PRIOR TO FILING WITH THE IRS. Form 990, Part VI, Line 19 Required documents available to the public AS A 501(C)(9) ORGANIZATION, THE TRUST IS NOT REQUIRED TO MAKE THE DOCUMENTS REFERENCED IN QUESTION 19 AVAILABLE TO THE GENERAL PUBLIC. Form 990, Part VII, Section A AVERAGE HOURS PER WEEK THE BANK OF NEW YORK MELLON PROVIDES DIRECTED TRUSTEE SERVICES FOR AMEREN HEALTH AND WELFARE TRUST. THESE SERVICES REQUIRE NUMEROUS INDIVIDUAL BANK EMPLOYEES' INVOLVEMENT IN THE ACTIVITIES OF THE ORGANIZATION AND THUS CANNOT BE QUANTIFIED ON AN HOURLY BASIS. THEREFORE, THE TRUSTEE'S FEES ARE NOT BASED UPON AN HOURLY BASIS BUT ARE CALCULATED BASED UPON FACTORS SUCH AS THE MARKET VALUE OF THE ACCOUNT AND IN ACCORDANCE WITH THE BANK OF NEW YORK MELLON'S AGREEMENT WITH AMEREN CORPORATION. Form 990, Part XI, Line 9 Other changes in net assets or fund balances DISTRIBUTION TO PLAN ADMINISTRATOR - -76; Total - -76; FORM 990, PART VI, SECTIONS A & B, LINES 8, 12-15 GOVERNING BODY & MGMT/ POLICIES THESE QUESTIONS ARE NOT APPLICABLE TO THE TRUST. ADDITIONALLY, THE TRUST DOES NOT HAVE ANY EMPLOYEES. THEREFORE, NO PROCESSES RELATED TO EMPLOYEE COMPENSATION ARE IN PLACE. AMEREN CORPORATION ONE AMEREN PLAZA 1901 CHOUTEAU AVE ST LOUIS MO 63103 431723446 PUBLIC UTILITY MO NA C Corporation false false false false false false false false false false false false false false false false false false true false