Telephone And Data Systems, Inc. Tax-Deferred Savings Plan — Form 5500 plan (Telephone And Data Systems, 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, Telephone And Data Systems, Inc. Tax-Deferred Savings Plan is a benefit plan reported by Telephone And Data Systems, Inc. under EIN 36-2669023 and plan number 003. The latest loaded filing year is 2023. The filing reports 15,022 participants and $1,617,451,123 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Telephone And Data Systems, Inc.
EIN
36-2669023
Plan number
003
Plan type
2
Location
Madison, WI
Latest filing year
2023
Participants
15,022
End-of-year plan assets
$1,617,451,123

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202315,022H, C20240812104715NAL0016046608001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,617,451,123
Total liabilities (EOY)
$186,657
Net assets (EOY)
$1,617,264,466
Net assets (BOY)
$1,351,040,580

Income & contributions

Employer contributions
$28,578,782
Participant contributions
$74,401,346
Total contributions
$108,766,082
Total income / additions
$380,023,008

Expenses & distributions

Benefits paid
$112,198,641
Administrative expenses
$1,602,173
Total expenses
$113,799,122
Net increase / (decrease)
$266,223,886

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Aon ConsultingNONE$1,450,012$02023
Northern Trust CompanyNONE$157,426$02023
Blackrock Institutional Trust Co.NONE$29,998$02023

Related Form 5500 pages