Avaya Inc. Master Pension Trust — 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, Avaya Inc. Master Pension Trust is a benefit plan reported by Avaya Inc. under EIN 36-7324179 and plan number 101. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $678,277,656 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Avaya Inc.
- EIN
- 36-7324179
- Plan number
- 101
- Plan type
- 4
- Location
- Morristown, NJ
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $678,277,656
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241014123857NAL0026161985001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $678,277,656
- Total liabilities (EOY)
- $281,604
- Net assets (EOY)
- $677,996,052
- Net assets (BOY)
- $690,316,634
Income & contributions
- Total contributions
- $0
- Total income / additions
- $69,863,199
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $7,619,885
- Total expenses
- $7,619,885
- Net increase / (decrease)
- $62,243,314
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Russell Investments | NONE | $2,074,612 | $0 | 2023 |
| Aon | NONE | $804,662 | not reported in the loaded dataset | 2023 |
| Bny Mellon | NONE | $117,302 | $0 | 2023 |
| The Townsend Group | NONE | $74,163 | not reported in the loaded dataset | 2023 |
| Crowe Llp | NONE | $42,505 | not reported in the loaded dataset | 2023 |
| Eisner Amper Llp | NONE | $27,300 | not reported in the loaded dataset | 2023 |
| Sageview Advisory Group LLC | NONE | $25,000 | 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
- Russell Investments — Schedule C compensation
- Aon — Schedule C compensation
- Bny Mellon — Schedule C compensation
- The Townsend Group — Schedule C compensation
- Crowe Llp — Schedule C compensation
- Eisner Amper Llp — Schedule C compensation
- Sageview Advisory Group LLC — Schedule C compensation