2023 Form 5500 filing — Telephone And Data Systems, Inc. Group Insurance Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240812103907NAL0005112163001) for Telephone And Data Systems, Inc. Group Insurance Plan, reported by Telephone And Data Systems, Inc. under EIN 36-2669023 and plan number 501. It reports 8,576 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.6MReported net assets$5,637,002
Participants8.6K8,576
Provider compensation$4.7M3 Schedule C row(s)$4,677,657
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240812103907NAL0005112163001
Plan sponsor
Telephone And Data Systems, Inc.
EIN
36-2669023
Plan number
501
Location
Madison, WI
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$14.8M total assets
Net assets$5.6MLiabilities$9.2M
Money in vs. money out
Total income / additions$128M
Total expenses$132.2M
Benefits paid / distributions$127.4M
Contributions
Employer$92.2M
Participant$34.7M
Full reported line items
Total assets (EOY)
$14,810,238
Total liabilities (EOY)
$9,173,236
Net assets (EOY)
$5,637,002
Employer contributions
$92,189,837
Participant contributions
$34,684,872
Total income / additions
$127,962,736
Benefits paid
$127,405,162
Administrative expenses
$4,796,533
Total expenses
$132,201,695
Net increase / (decrease)
-$4,238,959

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Bluecross Blueshield Of IllinoisNONE$4,075,916not reported in the loaded dataset
Express ScriptsNONE$313,340not reported in the loaded dataset
Delta Dental Of MinnesotaNONE$288,401not reported in the loaded dataset

Related Form 5500 pages