Plan5500

Telephone And Data Systems, Inc. Group Insurance 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. Group Insurance Plan is a benefit plan reported by Telephone And Data Systems, Inc. under EIN 36-2669023 and plan number 501. The latest loaded filing year is 2023. The filing reports 8,576 participants and $14,810,238 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$5.6MPlan net assets, end of year$5,637,002
Participants8.6KCovered participants reported8,576
Assets / participant$1.7KComputed: assets ÷ participants$1,727 (computed)
Provider compensation$4.7M3 Schedule C provider row(s)$4,677,657
Plan sponsor
Telephone And Data Systems, Inc.
EIN
36-2669023
Plan number
501
Plan type
2
Location
Madison, WI
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    8,576 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$14.8M total assets
Net assets$5.6MLiabilities$9.2M
Money in vs. money out
Total income / additions$128M
Total expenses$132.2M
Benefits paid / distributions$127.4M
Contributions
Employer$92.2M
Participant$34.7M
Full reported line items

Net assets

Total assets (EOY)
$14,810,238
Total liabilities (EOY)
$9,173,236
Net assets (EOY)
$5,637,002
Net assets (BOY)
$9,875,961

Income & contributions

Employer contributions
$92,189,837
Participant contributions
$34,684,872
Total contributions
$126,874,709
Total income / additions
$127,962,736

Expenses & distributions

Benefits paid
$127,405,162
Administrative expenses
$4,796,533
Total expenses
$132,201,695
Net increase / (decrease)
-$4,238,959
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 73%Participant 27%
Total expenses ÷ net assets2345%Computed ratio
Benefits paid ÷ total income100%Computed ratio
Provider comp. ÷ net assets83%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Bluecross Blueshield Of Illinois$4.1M
    NONE · Direct $4.1M
  2. 2
    Express Scripts$313.3K
    NONE · Direct $313.3K
  3. 3
    Delta Dental Of Minnesota$288.4K
    NONE · Direct $288.4K

What to inspect next

Frequently asked questions

Who sponsors the Telephone And Data Systems, Inc. Group Insurance Plan?
Telephone And Data Systems, Inc. Group Insurance Plan is reported as sponsored by Telephone And Data Systems, Inc. (EIN 36-2669023, plan number 501) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Telephone And Data Systems, Inc. Group Insurance Plan?
The latest Form 5500 filing year loaded for Telephone And Data Systems, Inc. Group Insurance Plan is 2023.
How many participants does Telephone And Data Systems, Inc. Group Insurance Plan report?
Telephone And Data Systems, Inc. Group Insurance Plan reports 8,576 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Telephone And Data Systems, Inc. Group Insurance Plan?
Telephone And Data Systems, Inc. Group Insurance Plan reports $14,810,238 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages