Lumen Retiree And Inactive Health 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 Retiree And Inactive Health Plan is a benefit plan reported by Lumen Technologies, Inc. under EIN 72-0651161 and plan number 511. The latest loaded filing year is 2023. The filing reports 74,174 participants and $1,321,594 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$810.1KPlan net assets, end of year$810,122
Participants74.2KCovered participants reported74,174
Assets / participant$18Computed: assets ÷ participants$18 (computed)
Provider compensation$36.5K2 Schedule C provider row(s)$36,515
- Plan sponsor
- Lumen Technologies, Inc.
- EIN
- 72-0651161
- Plan number
- 511
- Plan type
- 2
- Location
- Monroe, LA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 74,174 | H, C | 20241004112003NAL0006641235001 |
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)$1.3M total assets
Net assets$810.1KLiabilities$511.5K
Full reported line items
Net assets
- Total assets (EOY)
- $1,321,594
- Total liabilities (EOY)
- $511,472
- Net assets (EOY)
- $810,122
- Net assets (BOY)
- $4,385,720
Income & contributions
- Employer contributions
- $200,273,858
- Participant contributions
- $32,719,077
- Total contributions
- $232,992,935
- Total income / additions
- $233,067,083
Expenses & distributions
- Benefits paid
- $236,605,457
- Administrative expenses
- $37,224
- Total expenses
- $236,642,681
- Net increase / (decrease)
- -$3,575,598
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.
86%14%
Employer 86%Participant 14%
Total expenses ÷ net assets29211%Computed ratio
Benefits paid ÷ total income102%Computed ratio
Provider comp. ÷ net assets5%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pricewaterhousecoopers Llp | ACCOUNTING | $24,530 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | CUSTODY & FEES | $11,985 | $0 | 2023 |