2023 Form 5500 filing — Telephone And Data Systems, Inc. Tax-Deferred Savings 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 20240812104715NAL0016046608001) for Telephone And Data Systems, Inc. Tax-Deferred Savings Plan, reported by Telephone And Data Systems, Inc. under EIN 36-2669023 and plan number 003. It reports 15,022 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240812104715NAL0016046608001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Telephone And Data Systems, Inc.
- EIN
- 36-2669023
- Plan number
- 003
- Location
- Madison, WI
- Participants
- 15,022
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,617,451,123
- Total liabilities (EOY)
- $186,657
- Net assets (EOY)
- $1,617,264,466
- Employer contributions
- $28,578,782
- Participant contributions
- $74,401,346
- Total income / additions
- $380,023,008
- Benefits paid
- $112,198,641
- Administrative expenses
- $1,602,173
- Total expenses
- $113,799,122
- Net increase / (decrease)
- $266,223,886
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Consulting | NONE | $1,450,012 | $0 |
| Northern Trust Company | NONE | $157,426 | $0 |
| Blackrock Institutional Trust Co. | NONE | $29,998 | $0 |