At&T Umbrella Benefit Plan No. 1 — 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, At&T Umbrella Benefit Plan No. 1 is a benefit plan reported by At&T Inc. under EIN 43-1301883 and plan number 600. The latest loaded filing year is 2023. The filing reports 308,466 participants and $1,394,291,000 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$1.3BPlan net assets, end of year$1,316,584,000
Participants308.5KCovered participants reported308,466
Assets / participant$4.5KComputed: assets ÷ participants$4,520 (computed)
Provider compensation$11.4M23 Schedule C provider row(s)$11,418,000
- Plan sponsor
- At&T Inc.
- EIN
- 43-1301883
- Plan number
- 600
- Plan type
- 2
- 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.
- 2023Sch HSch CView 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)$1.4B total assets
Net assets$1.3BLiabilities$77.7M
Full reported line items
Net assets
- Total assets (EOY)
- $1,394,291,000
- Total liabilities (EOY)
- $77,707,000
- Net assets (EOY)
- $1,316,584,000
- Net assets (BOY)
- $2,119,053,000
Income & contributions
- Employer contributions
- $278,745,000
- Participant contributions
- $24,692,000
- Total contributions
- $303,437,000
- Total income / additions
- $478,441,000
Expenses & distributions
- Benefits paid
- $762,905,000
- Administrative expenses
- $11,421,000
- Total expenses
- $774,326,000
- Net increase / (decrease)
- -$295,885,000
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.
92%
Employer 92%Participant 8%
Total expenses ÷ net assets59%Computed ratio
Benefits paid ÷ total income159%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C
Service provider compensation
Reported direct + indirect compensation per provider, ranked. Bars show relative scale.
- 1
- 2
- 3
- 4
- 5
- 6
- 7
- 8
- 9
- 10
- 11
- 12
- 13
- 14
- 15
- 16
- 17
- 18
- 19
- 20
- 21
- 22
- 23
Frequently asked questions
- Who sponsors the At&T Umbrella Benefit Plan No. 1?
- At&T Umbrella Benefit Plan No. 1 is reported as sponsored by At&T Inc. (EIN 43-1301883, plan number 600) in public Form 5500 filings.
- What is the most recent Form 5500 filing year for At&T Umbrella Benefit Plan No. 1?
- The latest Form 5500 filing year loaded for At&T Umbrella Benefit Plan No. 1 is 2023.
- How many participants does At&T Umbrella Benefit Plan No. 1 report?
- At&T Umbrella Benefit Plan No. 1 reports 308,466 participants in its latest loaded Form 5500 filing.
- What are the reported plan assets for At&T Umbrella Benefit Plan No. 1?
- At&T Umbrella Benefit Plan No. 1 reports $1,394,291,000 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
- All Form 5500 plans for At&T Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Dallas, TX
- Alight Solutions LLC — Schedule C compensation
- At&T Inc. — Schedule C compensation
- Bank Of New York Mellon — Schedule C compensation
- Metropolitan Life Insurance Company — Schedule C compensation
- Unitedhealthcare Services Inc. — Schedule C compensation
- Forvis Mazars, Llp — Schedule C compensation
- Allsup Inc — Schedule C compensation
- Fmr LLC — Schedule C compensation
- Cigna Health And Life Insurance Co. — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Pricewaterhousecoopers Llp — Schedule C compensation
- Willis Towers Watson — Schedule C compensation
- Fleishman Hillard Inc. — Schedule C compensation
- Blackrock Financial Management Inc. — Schedule C compensation
- Nova Marketing Services Inc. — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Aon Consulting Inc. — Schedule C compensation
- Corporation Service Company — Schedule C compensation
- Hamilton Lane Advisors LLC — Schedule C compensation
- Directpath LLC — Schedule C compensation
- Frost Bank — Schedule C compensation
- Andersen Tax Holdings LLC — Schedule C compensation
- Standish Mellon Asset Management — Schedule C compensation