2023 Form 5500 filing — Avaya Inc. Master Pension Trust
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 20241014123857NAL0026161985001) for Avaya Inc. Master Pension Trust, reported by Avaya Inc. under EIN 36-7324179 and plan number 101. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014123857NAL0026161985001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Avaya Inc.
- EIN
- 36-7324179
- Plan number
- 101
- Location
- Morristown, NJ
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $678,277,656
- Total liabilities (EOY)
- $281,604
- Net assets (EOY)
- $677,996,052
- Total income / additions
- $69,863,199
- Benefits paid
- $0
- Administrative expenses
- $7,619,885
- Total expenses
- $7,619,885
- Net increase / (decrease)
- $62,243,314
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Russell Investments | NONE | $2,074,612 | $0 |
| Aon | NONE | $804,662 | not reported in the loaded dataset |
| Bny Mellon | NONE | $117,302 | $0 |
| The Townsend Group | NONE | $74,163 | not reported in the loaded dataset |
| Crowe Llp | NONE | $42,505 | not reported in the loaded dataset |
| Eisner Amper Llp | NONE | $27,300 | not reported in the loaded dataset |
| Sageview Advisory Group LLC | NONE | $25,000 | not reported in the loaded dataset |