2023 Form 5500 filing — Bellsouth Savings And Security 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 20241009164802NAL0010855123001) for Bellsouth Savings And Security Plan, reported by Bellsouth, LLC under EIN 58-1533433 and plan number 004. It reports 17,222 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009164802NAL0010855123001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bellsouth, LLC
- EIN
- 58-1533433
- Plan number
- 004
- Location
- Dallas, TX
- Participants
- 17,222
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,328,607,000
- Total liabilities (EOY)
- $1,611,000
- Net assets (EOY)
- $2,326,996,000
- Employer contributions
- $14,465,000
- Participant contributions
- $56,885,000
- Total income / additions
- $398,145,000
- Benefits paid
- $205,990,000
- Administrative expenses
- $1,218,000
- Total expenses
- $207,208,000
- Net increase / (decrease)
- $190,937,000
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Financial Engines, Inc. | NONE | $353,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | NONE | $263,000 | $40,776 |
| Blackrock Financial Management Inc. | NONE | $295,000 | $0 |
| At&T Inc. | PLAN SPONSOR | $123,000 | not reported in the loaded dataset |
| The Bank Of New York Mellon | TRUSTEE | $52,000 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $43,000 | not reported in the loaded dataset |
| Newport Trust Company | NONE | $24,000 | not reported in the loaded dataset |
| Pwc Us Tax Llp | NONE | $18,000 | not reported in the loaded dataset |
| Cem Benchmarking | NONE | $16,000 | not reported in the loaded dataset |
| Directpath LLC | NONE | $14,000 | not reported in the loaded dataset |
| Fleishman Hillard Inc | NONE | $11,000 | not reported in the loaded dataset |