Plan5500

Avaya Inc. Savings Plan — Form 5500 plan (Avaya Inc.)

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, Avaya Inc. Savings Plan is a benefit plan reported by Avaya Inc. under EIN 22-3713430 and plan number 004. The latest loaded filing year is 2023. The filing reports 965 participants and $160,763,565 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Avaya Inc.
EIN
22-3713430
Plan number
004
Plan type
2
Location
Morristown, NJ
Latest filing year
2023
Participants
965
End-of-year plan assets
$160,763,565

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023965H, C20241010135913NAL0021133249001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$160,763,565
Total liabilities (EOY)
$0
Net assets (EOY)
$160,763,565
Net assets (BOY)
$149,835,912

Income & contributions

Employer contributions
$678,651
Participant contributions
$1,935,635
Total contributions
$2,614,286
Total income / additions
$26,912,577

Expenses & distributions

Benefits paid
$15,609,131
Administrative expenses
$177,752
Total expenses
$15,786,883
Net increase / (decrease)
$11,125,694

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$89,593not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$35,533not reported in the loaded dataset2023
Crowe Horwath LlpACCOUNTANT/AUDITOR$29,987not reported in the loaded dataset2023
Sageview Advisory Group LLCCONSULTANT$20,794not reported in the loaded dataset2023

Related Form 5500 pages