Plan5500

Sbc Master Pension Trust — Form 5500 plan (At&T 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, Sbc Master Pension Trust is a benefit plan reported by At&T Inc. under EIN 43-1301883 and plan number 020. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $32,877,524,000 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$30BPlan net assets, end of year$30,034,913,000
ParticipantsNot reported
Assets / participantNot reported
Provider compensation$122.1M70 Schedule C provider row(s)$122,113,000
Plan sponsor
At&T Inc.
EIN
43-1301883
Plan number
020
Plan type
4
Location
Dallas, TX
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
    Participants not reported · 4Sch 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)$32.9B total assets
Net assets$30BLiabilities$2.8B
Money in vs. money out
Total income / additions$1.7B
Total expenses$211.8M
Benefits paid / distributions$0
Full reported line items

Net assets

Total assets (EOY)
$32,877,524,000
Total liabilities (EOY)
$2,842,611,000
Net assets (EOY)
$30,034,913,000
Net assets (BOY)
$41,016,936,000

Income & contributions

Total contributions
$0
Total income / additions
$1,734,987,000

Expenses & distributions

Benefits paid
$0
Administrative expenses
$211,772,000
Total expenses
$211,772,000
Net increase / (decrease)
$1,523,215,000
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.

Total expenses ÷ net assets1%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

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

  1. 1
    Fidelity Investments Institutional$17.2M
    NONE · Direct $17.2M · Indirect $0
  2. 2
    J.P. Morgan Investment Management$14.8M
    NONE · Direct $14.8M
  3. 3
    Blackrock Financial Management, Inc$9.9M
    NONE · Direct $9.9M · Indirect $0
  4. 4
    Gwl Realty Advisors Us Inc$8M
    NONE · Direct $8M
  5. 5
    Core And Value Advisors LLC$6.9M
    NONE · Direct $6.9M · Indirect $0
  6. 6
    Aew Capital Management$6M
    NONE · Direct $6M · Indirect $0
  7. 7
    Invesco Advisors, Inc.$6M
    NONE · Direct $6M
  8. 8
    Bridgewater Associates Lp$5.5M
    NONE · Direct $5.5M · Indirect $0
  9. 9
    At&T Inc.$5.2M
    PLAN SPONSOR · Direct $5.2M
  10. 10
    Nisa Investment Advisors$3.9M
    NONE · Direct $3.9M
  11. 11
    Prudential Insurance Co. Of America$3.5M
    NONE · Direct $3.5M · Indirect $0
  12. 12
    Pimco (Allianz Global)$3.1M
    NONE · Direct $3.1M · Indirect $0
  13. 13
    Oaktree Capital Management, LLC$3M
    NONE · Direct $3M · Indirect $0
  14. 14
    Western Asset Management Company$2.6M
    NONE · Direct $2.6M · Indirect $0
  15. 15
    Chilton Investment Company, LLC$2.5M
    NONE · Direct $2.5M · Indirect $0
  16. 16
    Jennison Associates LLC$2.3M
    NONE · Direct $2.3M
  17. 17
    Aon Consulting$2.1M
    NONE · Direct $2.1M
  18. 18
    Dodge & Cox$1.5M
    NONE · Direct $1.5M · Indirect $0
  19. 19
    Pyramis Global Advisors$1.5M
    NONE · Direct $1.5M
  20. 20
    Artisan Partners Ltd Partnership$1.4M
    NONE · Direct $1.4M · Indirect $0
  21. 21
    Polunin Capital Partners Limited$917K
    NONE · Direct $917K
  22. 22
    John Hancock Life Insurance Co.$898K
    NONE · Direct $898K
  23. 23
    Silchester International Investors$869K
    NONE · Direct $869K
  24. 24
    Timberland Investment Resources LLC$845K
    NONE · Direct $845K · Indirect $0
  25. 25
    J O Hambro Capital Management Ltd$843K
    NONE · Direct $843K · Indirect $0
  26. 26
    State Street Global Advisors$843K
    NONE · Direct $843K · Indirect $0
  27. 27
    Baillie Gifford Overseas Ltd.$719K
    NONE · Direct $719K
  28. 28
    Marathon International$688K
    NONE · Direct $688K
  29. 29
    Mondrian Investment Partners Ltd.$586K
    NONE · Direct $586K
  30. 30
    Hoisington Investment Management Co$585K
    NONE · Direct $585K
  31. 31
    Morgan Stanley Investment Mgmt, Inc$556K
    NONE · Direct $556K · Indirect $0
  32. 32
    Brock Fiduciary Services LLC$549K
    NONE · Direct $549K
  33. 33
    Ariel Capital$517K
    NONE · Direct $517K
  34. 34
    Ernst Young Llp$500K
    NONE · Direct $500K
  35. 35
    Andersen Tax LLC$478K
    NONE · Direct $478K
  36. 36
    Albourne America LLC$404K
    NONE · Direct $404K
  37. 37
    The Putnam Advisory Company, LLC$383K
    NONE · Direct $383K · Indirect $0
  38. 38
    Wellington Management Company, Llp$380K
    NONE · Direct $380K · Indirect $0
  39. 39
    Russell Implementation Services Inc$304K
    NONE · Direct $304K · Indirect $0
  40. 40
    Standish Mellon Asset Management$266K
    NONE · Direct $266K
  41. 41
    Willis Towers Watson Investment$251K
    NONE · Direct $251K
  42. 42
    Directpath LLC$245K
    NONE · Direct $245K
  43. 43
    Forest Investments Associates$234K
    NONE · Direct $234K · Indirect $0
  44. 44
    Brandes Investment Partners, L.P.$215K
    NONE · Direct $215K
  45. 45
    Batterymarch Fin Management, Inc$198K
    NONE · Direct $198K
  46. 46
    Neuberger Berman$190K
    NONE · Direct $190K
  47. 47
    The Burgiss Group$181K
    NONE · Direct $181K
  48. 48
    Mercer Investment Consulting Inc$175K
    NONE · Direct $175K
  49. 49
    William Blair Investment Management$158K
    NONE · Direct $158K · Indirect $0
  50. 50
    Champlain Investment Partners$144K
    NONE · Direct $144K
  51. 51
    Pwc Us Tax Llp$125K
    NONE · Direct $125K
  52. 52
    Highclere Investors$121K
    NONE · Direct $121K · Indirect $0
  53. 53
    K&L Gates Llp$115K
    NONE · Direct $115K
  54. 54
    Lehman Asset Management$97K
    NONE · Direct $97K
  55. 55
    Hamilton Lane Advisors LLC$94K
    NONE · Direct $94K
  56. 56
    Polen Capital Management$91K
    NONE · Direct $91K
  57. 57
    Fleishman-Hillard, Inc.$83K
    NONE · Direct $83K
  58. 58
    Dimensional Fund Advisors Lp$58K
    NONE · Direct $58K · Indirect $0
  59. 59
    Nova Marketing Services, Inc.$53K
    NONE · Direct $53K
  60. 60
    Russell Investment Group$50K
    NONE · Direct $50K
  61. 61
    Pitchbook Data Inc$43K
    NONE · Direct $43K
  62. 62
    Bloomberg L.P.$34K
    NONE · Direct $34K
  63. 63
    Cem Benchmarking$31K
    NONE · Direct $31K
  64. 64
    Broad Data Systems Inc$28K
    NONE · Direct $28K
  65. 65
    Banco Popular De Puerto Rico$26K
    NONE · Direct $26K · Indirect $0
  66. 66
    Pillsbury Winthrop Shaw Pittman Llp$26K
    NONE · Direct $26K
  67. 67
    Akin Gump Strauss Hauer Feld Llp$22K
    NONE · Direct $22K
  68. 68
    Evestment Alliance, LLC$21K
    NONE · Direct $21K
  69. 69
    Aetna Gic$10K
    NONE · Direct $10K
  70. 70
    Groom Law Group Chartered$6K
    NONE · Direct $6K

What to inspect next

Frequently asked questions

Who sponsors the Sbc Master Pension Trust?
Sbc Master Pension Trust is reported as sponsored by At&T Inc. (EIN 43-1301883, plan number 020) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Sbc Master Pension Trust?
The latest Form 5500 filing year loaded for Sbc Master Pension Trust is 2023.
How many participants does Sbc Master Pension Trust report?
The participant count for Sbc Master Pension Trust is not reported in the loaded dataset.
What are the reported plan assets for Sbc Master Pension Trust?
Sbc Master Pension Trust reports $32,877,524,000 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