The Avaya Inc. Health And Welfare Benefits Plan For 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 Retirees is a benefit plan reported by Avaya Inc. under EIN 22-3713430 and plan number 553. The latest loaded filing year is 2023. The filing reports 3,324 participants and $7,959,239 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Avaya Inc.
- EIN
- 22-3713430
- Plan number
- 553
- Plan type
- 2
- Location
- Morristown, NJ
- Latest filing year
- 2023
- Participants
- 3,324
- End-of-year plan assets
- $7,959,239
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,324 | H, C | 20241015170541NAL0015140787001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,959,239
- Total liabilities (EOY)
- $170,019
- Net assets (EOY)
- $7,789,220
- Net assets (BOY)
- $7,531,378
Income & contributions
- Employer contributions
- $10,911,917
- Participant contributions
- -$6,894
- Total contributions
- $10,905,023
- Total income / additions
- $11,328,688
Expenses & distributions
- Benefits paid
- $10,529,521
- Administrative expenses
- $541,325
- Total expenses
- $11,070,846
- Net increase / (decrease)
- $257,842
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp | NONE | $189,770 | $0 | 2023 |
| Aetna | NONE | $141,170 | not reported in the loaded dataset | 2023 |
| Aon Consulting, Inc | NONE | $28,306 | not reported in the loaded dataset | 2023 |
| Crowe Llp | NONE | $26,592 | not reported in the loaded dataset | 2023 |
| Sageview Advisory Group LLC | NONE | $11,378 | not reported in the loaded dataset | 2023 |
| Eisner Amprer Llp | NONE | $5,775 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Avaya Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Morristown, NJ
- Adp — Schedule C compensation
- Aetna — Schedule C compensation
- Aon Consulting, Inc — Schedule C compensation
- Crowe Llp — Schedule C compensation
- Sageview Advisory Group LLC — Schedule C compensation
- Eisner Amprer Llp — Schedule C compensation