The Avaya Inc. Health And Welfare Benefits Plan For Salaried Retirees — 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, The Avaya Inc. Health And Welfare Benefits Plan For Salaried Retirees is a benefit plan reported by Avaya Inc. under EIN 22-3713430 and plan number 552. The latest loaded filing year is 2023. The filing reports 147 participants and $9,043,917 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Avaya Inc.
EIN
22-3713430
Plan number
552
Plan type
2
Location
Morristown, NJ
Latest filing year
2023
Participants
147
End-of-year plan assets
$9,043,917

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023147H, C20241015165457NAL0029178945001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,043,917
Total liabilities (EOY)
$44,997
Net assets (EOY)
$8,998,920
Net assets (BOY)
$8,420,672

Income & contributions

Employer contributions
$257,985
Total contributions
$257,985
Total income / additions
$1,012,137

Expenses & distributions

Benefits paid
$125,057
Administrative expenses
$308,832
Total expenses
$433,889
Net increase / (decrease)
$578,248

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
ViabenefitsNONE$156,979not reported in the loaded dataset2023
AdpNONE$37,865$02023
MetlifeNONE$36,451$02023
Aon Consulting Inc.NONE$27,410not reported in the loaded dataset2023
Crowe LlpNONE$20,326not reported in the loaded dataset2023
Sageview Advisory Group LLCNONE$13,622not reported in the loaded dataset2023
Eisner LlpNONE$7,875not reported in the loaded dataset2023
The Bny MellonNONE$7,210$02023

Related Form 5500 pages