Lucent Supplemental Healthcare Benefits Plan For Formerly Represented Retirees — Form 5500 plan (Board Of Trustees Of Lucent Supplemental Benefits Trust For Formerly R)
Plain-English plan 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, Lucent Supplemental Healthcare Benefits Plan For Formerly Represented Retirees is a benefit plan reported by Board Of Trustees Of Lucent Supplemental Benefits Trust For Formerly R under EIN 20-6673883 and plan number 501. The latest loaded filing year is 2023. The filing reports 28,528 participants and $189,575,614 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Lucent Supplemental Benefits Trust For Formerly R
- EIN
- 20-6673883
- Plan number
- 501
- Plan type
- 2
- Location
- Murray Hill, NJ
- Latest filing year
- 2023
- Participants
- 28,528
- End-of-year plan assets
- $189,575,614
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 28,528 | H, C | 20240919152350NAL0002438035001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $189,575,614
- Total liabilities (EOY)
- $80,535
- Net assets (EOY)
- $189,495,079
- Net assets (BOY)
- $186,362,574
Income & contributions
- Total income / additions
- $9,588,278
Expenses & distributions
- Benefits paid
- $6,157,216
- Administrative expenses
- $298,557
- Total expenses
- $6,455,773
- Net increase / (decrease)
- $3,132,505
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Payden And Rygel | NONE | $111,768 | not reported in the loaded dataset | 2023 |
| Meketa Investment Group, Inc. | NONE | $75,000 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $43,512 | $0 | 2023 |
| Bank Of New York Mellon | NONE | $15,000 | $0 | 2023 |
| Wellington Trust Company, N.A. | NONE | $11,699 | $0 | 2023 |
| Calibre Cpa Group Pllc | NONE | $11,368 | not reported in the loaded dataset | 2023 |
| Nokia Investment Management Corp | AFFILIATE | $9,718 | not reported in the loaded dataset | 2023 |
| Income Research & Management | NONE | $9,457 | not reported in the loaded dataset | 2023 |
| Union Insurance Group | NONE | $7,863 | $1,174 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Lucent Supplemental Benefits Trust For Formerly R
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Murray Hill, NJ
- Payden And Rygel — Schedule C compensation
- Meketa Investment Group, Inc. — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Bank Of New York Mellon — Schedule C compensation
- Wellington Trust Company, N.A. — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- Nokia Investment Management Corp — Schedule C compensation
- Income Research & Management — Schedule C compensation
- Union Insurance Group — Schedule C compensation