Lumen 401(K) Savings Plan — Form 5500 plan (Lumen Technologies, 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, Lumen 401(K) Savings Plan is a benefit plan reported by Lumen Technologies, Inc. under EIN 72-0651161 and plan number 010. The latest loaded filing year is 2023. The filing reports 45,121 participants and $7,140,330,247 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lumen Technologies, Inc.
- EIN
- 72-0651161
- Plan number
- 010
- Plan type
- 2
- Location
- Monroe, LA
- Latest filing year
- 2023
- Participants
- 45,121
- End-of-year plan assets
- $7,140,330,247
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 45,121 | H, C | 20240903120244NAL0009195555001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,140,330,247
- Total liabilities (EOY)
- $240,632
- Net assets (EOY)
- $7,140,089,615
- Net assets (BOY)
- $6,604,427,397
Income & contributions
- Employer contributions
- $86,494,749
- Participant contributions
- $213,689,810
- Total contributions
- $326,523,352
- Total income / additions
- $1,277,888,627
Expenses & distributions
- Benefits paid
- $741,170,422
- Administrative expenses
- $1,133,923
- Total expenses
- $742,226,409
- Net increase / (decrease)
- $535,662,218
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Financial Group | NONE | $907,624 | not reported in the loaded dataset | 2023 |
| Smartpath, Inc | NONE | $105,045 | not reported in the loaded dataset | 2023 |
| Eisneramper | NONE | $47,250 | not reported in the loaded dataset | 2023 |
| Usi Consulting Group | NONE | $22,500 | not reported in the loaded dataset | 2023 |
| Pension Benefit Information, LLC | NONE | $8,610 | not reported in the loaded dataset | 2023 |
| Jeffrey Wilson | NONE | $7,900 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lumen Technologies, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in Monroe, LA
- Principal Financial Group — Schedule C compensation
- Smartpath, Inc — Schedule C compensation
- Eisneramper — Schedule C compensation
- Usi Consulting Group — Schedule C compensation
- Pension Benefit Information, LLC — Schedule C compensation
- Jeffrey Wilson — Schedule C compensation