Plan5500

Telephone And Data Systems, Inc. Pension 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. Pension Plan is a benefit plan reported by Telephone And Data Systems, Inc. under EIN 36-2669023 and plan number 008. The latest loaded filing year is 2023. The filing reports 8,550 participants and $471,243,840 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
008
Plan type
2
Location
Madison, WI
Latest filing year
2023
Participants
8,550
End-of-year plan assets
$471,243,840

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20238,550H, C20240812104237NAL0009279665001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$471,243,840
Total liabilities (EOY)
$40,197
Net assets (EOY)
$471,203,643
Net assets (BOY)
$414,057,316

Income & contributions

Employer contributions
$16,459,763
Total contributions
$16,459,763
Total income / additions
$82,368,849

Expenses & distributions

Benefits paid
$24,800,204
Administrative expenses
$422,318
Total expenses
$25,222,522
Net increase / (decrease)
$57,146,327

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Aon ConsultingNONE$337,147$02023
Northern Trust CompanyTRUSTEE$63,320$02023
Blackrock Institutional TrustNONE$24,055$02023

Related Form 5500 pages