At&T Umbrella Benefit Plan No. 3 — 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. 3 is a benefit plan reported by At&T Inc. under EIN 43-1301883 and plan number 603. The latest loaded filing year is 2023. The filing reports 111,133 participants and $598,665,000 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$341.7MPlan net assets, end of year$341,749,000
Participants111.1KCovered participants reported111,133
Assets / participant$5.4KComputed: assets ÷ participants$5,387 (computed)
Provider compensation$104.3M21 Schedule C provider row(s)$104,266,000
Plan sponsor
At&T Inc.
EIN
43-1301883
Plan number
603
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.

  1. 2023
    111,133 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)$598.7M total assets
Net assets$341.7MLiabilities$256.9M
Money in vs. money out
Total income / additions$2.3B
Total expenses$2.6B
Benefits paid / distributions$2.5B
Contributions
Employer$1.8B
Participant$472.9M
Full reported line items

Net assets

Total assets (EOY)
$598,665,000
Total liabilities (EOY)
$256,916,000
Net assets (EOY)
$341,749,000
Net assets (BOY)
$134,689,000

Income & contributions

Employer contributions
$1,753,079,000
Participant contributions
$472,857,000
Total contributions
$2,245,648,000
Total income / additions
$2,266,395,000

Expenses & distributions

Benefits paid
$2,461,703,000
Administrative expenses
$104,216,000
Total expenses
$2,565,919,000
Net increase / (decrease)
-$299,524,000
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.

Contribution share (employer vs. participant)
Employer 79%Participant 21%
Total expenses ÷ net assets751%Computed ratio
Benefits paid ÷ total income109%Computed ratio
Provider comp. ÷ net assets31%Computed ratio
Schedule C

Service provider compensation

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

  1. 1
    NONE · Direct $38.3M
  2. 2
    NONE · Direct $35.9M
  3. 3
    NONE · Direct $11.9M
  4. 4
    NONE · Direct $10.4M
  5. 5
  6. 6
    NONE · Direct $1.6M
  7. 7
    NONE · Direct $987K
  8. 8
    NONE · Direct $690K
  9. 9
    NONE · Direct $541K
  10. 10
    NONE · Direct $348K
  11. 11
    NONE · Direct $277K
  12. 12
    NONE · Direct $270K
  13. 13
    NONE · Direct $264K
  14. 14
    NONE · Direct $244K
  15. 15
    NONE · Direct $216K
  16. 16
    Pwc Llp$164K
    NONE · Direct $164K
  17. 17
    NONE · Direct $96K
  18. 18
    NONE · Direct $83K
  19. 19
    NONE · Direct $52K
  20. 20
    NONE · Direct $25K
  21. 21
    PLAN SPONSOR · Direct $8K

What to inspect next

Frequently asked questions

Who sponsors the At&T Umbrella Benefit Plan No. 3?
At&T Umbrella Benefit Plan No. 3 is reported as sponsored by At&T Inc. (EIN 43-1301883, plan number 603) in public Form 5500 filings.
What is the most recent Form 5500 filing year for At&T Umbrella Benefit Plan No. 3?
The latest Form 5500 filing year loaded for At&T Umbrella Benefit Plan No. 3 is 2023.
How many participants does At&T Umbrella Benefit Plan No. 3 report?
At&T Umbrella Benefit Plan No. 3 reports 111,133 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for At&T Umbrella Benefit Plan No. 3?
At&T Umbrella Benefit Plan No. 3 reports $598,665,000 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