2023 Form 5500 filing — At&T Umbrella Benefit Plan No. 1
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 20241009164358NAL0010850963001) for At&T Umbrella Benefit Plan No. 1, reported by At&T Inc. under EIN 43-1301883 and plan number 600. It reports 308,466 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009164358NAL0010850963001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- At&T Inc.
- EIN
- 43-1301883
- Plan number
- 600
- Location
- Dallas, TX
- Participants
- 308,466
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,394,291,000
- Total liabilities (EOY)
- $77,707,000
- Net assets (EOY)
- $1,316,584,000
- Employer contributions
- $278,745,000
- Participant contributions
- $24,692,000
- Total income / additions
- $478,441,000
- Benefits paid
- $762,905,000
- Administrative expenses
- $11,421,000
- Total expenses
- $774,326,000
- Net increase / (decrease)
- -$295,885,000
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alight Solutions LLC | NONE | $5,504,000 | not reported in the loaded dataset |
| At&T Inc. | PLAN SPONSOR | $1,740,000 | not reported in the loaded dataset |
| Bank Of New York Mellon | NONE | $870,000 | not reported in the loaded dataset |
| Metropolitan Life Insurance Company | NONE | $839,000 | not reported in the loaded dataset |
| Unitedhealthcare Services Inc. | NONE | $584,000 | not reported in the loaded dataset |
| Forvis Mazars, Llp | NONE | $358,000 | not reported in the loaded dataset |
| Allsup Inc | NONE | $301,000 | not reported in the loaded dataset |
| Fmr LLC | NONE | $295,000 | not reported in the loaded dataset |
| Cigna Health And Life Insurance Co. | NONE | $204,000 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $140,000 | not reported in the loaded dataset |
| Pricewaterhousecoopers Llp | NONE | $124,000 | not reported in the loaded dataset |
| Willis Towers Watson | NONE | $94,000 | not reported in the loaded dataset |
| Fleishman Hillard Inc. | NONE | $77,000 | not reported in the loaded dataset |
| Blackrock Financial Management Inc. | NONE | $74,000 | not reported in the loaded dataset |
| Nova Marketing Services Inc. | NONE | $59,000 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $47,000 | not reported in the loaded dataset |
| Aon Consulting Inc. | NONE | $32,000 | not reported in the loaded dataset |
| Corporation Service Company | NONE | $22,000 | not reported in the loaded dataset |
| Hamilton Lane Advisors LLC | NONE | $20,000 | not reported in the loaded dataset |
| Directpath LLC | NONE | $14,000 | not reported in the loaded dataset |
| Frost Bank | NONE | $10,000 | not reported in the loaded dataset |
| Andersen Tax Holdings LLC | NONE | $5,000 | not reported in the loaded dataset |
| Standish Mellon Asset Management | NONE | $5,000 | not reported in the loaded dataset |