2023 Form 5500 filing — Lucent Supplemental Healthcare Benefits Plan For Formerly Represented Retirees
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240919152350NAL0002438035001) for Lucent Supplemental Healthcare Benefits Plan For Formerly Represented Retirees, reported by Board Of Trustees Of Lucent Supplemental Benefits Trust For Formerly R under EIN 20-6673883 and plan number 501. It reports 28,528 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919152350NAL0002438035001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Board Of Trustees Of Lucent Supplemental Benefits Trust For Formerly R
- EIN
- 20-6673883
- Plan number
- 501
- Location
- Murray Hill, NJ
- Participants
- 28,528
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $189,575,614
- Total liabilities (EOY)
- $80,535
- Net assets (EOY)
- $189,495,079
- Total income / additions
- $9,588,278
- Benefits paid
- $6,157,216
- Administrative expenses
- $298,557
- Total expenses
- $6,455,773
- Net increase / (decrease)
- $3,132,505
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Payden And Rygel | NONE | $111,768 | not reported in the loaded dataset |
| Meketa Investment Group, Inc. | NONE | $75,000 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $43,512 | $0 |
| Bank Of New York Mellon | NONE | $15,000 | $0 |
| Wellington Trust Company, N.A. | NONE | $11,699 | $0 |
| Calibre Cpa Group Pllc | NONE | $11,368 | not reported in the loaded dataset |
| Nokia Investment Management Corp | AFFILIATE | $9,718 | not reported in the loaded dataset |
| Income Research & Management | NONE | $9,457 | not reported in the loaded dataset |
| Union Insurance Group | NONE | $7,863 | $1,174 |