2023 Form 5500 filing — Bell Atlantic Master Trust
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 20240930101834NAL0009223792001) for Bell Atlantic Master Trust, reported by Verizon Communications Inc. under EIN 25-1448208 and plan number 020. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930101834NAL0009223792001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Verizon Communications Inc.
- EIN
- 25-1448208
- Plan number
- 020
- Location
- Basking Ridge, NJ
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,031,934,587
- Total liabilities (EOY)
- $2,584,995,435
- Net assets (EOY)
- $13,446,939,152
- Total income / additions
- $757,432,598
- Benefits paid
- $0
- Administrative expenses
- $54,826,465
- Total expenses
- $54,826,465
- Net increase / (decrease)
- $702,606,133
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Goldman Sachs Asset Management, Lp | NONE | $4,534,129 | $0 |
| Aon | NONE | $4,378,566 | not reported in the loaded dataset |
| The Rock Creek Group, Lp | NONE | $2,826,258 | not reported in the loaded dataset |
| The Bank Of New York Mellon | NONE | $2,535,588 | $0 |
| Pacific Investment Management | NONE | $2,368,531 | $0 |
| Verizon Communications Inc. | NONE | $2,340,028 | not reported in the loaded dataset |
| Fmr LLC | NONE | $2,067,216 | $0 |
| Tcw Asset Management Company | NONE | $1,629,279 | not reported in the loaded dataset |
| J.P. Morgan Investment | NONE | $1,436,475 | not reported in the loaded dataset |
| Loomis Sayles & Company, Lp | NONE | $1,166,679 | $0 |
| Wellington Management Company | NONE | $1,062,953 | $0 |
| Lee Overlay Partners | NONE | $965,251 | not reported in the loaded dataset |
| Palisade Capital Management | NONE | $957,289 | $0 |
| Parametric Portfolio Associates LLC | NONE | $932,905 | not reported in the loaded dataset |
| Western Asset Management | NONE | $829,025 | not reported in the loaded dataset |
| Kpmg Llp | NONE | $669,608 | not reported in the loaded dataset |
| Morgan Stanley Investment | NONE | $656,354 | $0 |
| Prudential Trust Company | NONE | $559,907 | $0 |
| Boston Partners Global | NONE | $473,399 | $0 |
| Metlife Investment | NONE | $433,907 | not reported in the loaded dataset |
| Marathon Asset Management | NONE | $393,998 | not reported in the loaded dataset |
| Blackrock Institutional Trust | NONE | $351,534 | not reported in the loaded dataset |
| Standish Mellon Asset | NONE | $350,897 | not reported in the loaded dataset |
| Legal & General Investment | NONE | $327,251 | not reported in the loaded dataset |
| Thompson Hine Llp | NONE | $320,927 | not reported in the loaded dataset |
| T. Rowe Price Associates, Inc. | NONE | $320,795 | $0 |
| Mcube Investment Technologies | NONE | $312,500 | not reported in the loaded dataset |
| Advent Capital Management, LLC | NONE | $261,527 | $0 |
| Proskauer Rose, Llp | NONE | $227,102 | not reported in the loaded dataset |
| Ejf Capital LLC | NONE | $189,629 | not reported in the loaded dataset |
| Payden & Rygel | NONE | $162,556 | not reported in the loaded dataset |
| Alliancebernstein L.P. | NONE | $154,837 | $0 |
| Grantham, Mayo, Van Otterloo | NONE | $139,872 | $0 |
| Dla Piper Llp Us | NONE | $135,853 | not reported in the loaded dataset |
| Hollis Park Partners Lp | NONE | $88,033 | not reported in the loaded dataset |
| Ramirez Asset Management, Inc | NONE | $75,112 | not reported in the loaded dataset |
| Abel Noser Solutions LLC | NONE | $60,316 | not reported in the loaded dataset |
| Bloomberg L.P. | NONE | $52,014 | not reported in the loaded dataset |
| Decision Economics, Inc. | NONE | $36,000 | not reported in the loaded dataset |
| Cost Effectiveness Measurement | NONE | $33,000 | not reported in the loaded dataset |
| Refinitiv Us LLC | NONE | $27,189 | not reported in the loaded dataset |
| Goulston & Storrs Pc | NONE | $26,146 | not reported in the loaded dataset |
| K & L Gates, Llp | NONE | $21,882 | not reported in the loaded dataset |
| Conduent Incorporated | NONE | $17,502 | not reported in the loaded dataset |
| Conyers Dill & Pearman | NONE | $12,641 | not reported in the loaded dataset |
| S&P Dow Jones Indices LLC | NONE | $12,615 | not reported in the loaded dataset |
| Wolfe Holdco LLC | NONE | $11,951 | not reported in the loaded dataset |
| Arh Group, Inc. | NONE | $10,000 | not reported in the loaded dataset |
| Broadridge Investor | NONE | $9,603 | not reported in the loaded dataset |
| Kelso & Company, L.P. | NONE | $0 | $8,055 |
| Newport Trust Company | NONE | $7,500 | not reported in the loaded dataset |
| Evestment Inc And Subsidiaries | NONE | $6,369 | not reported in the loaded dataset |
| Cch Incorporated | NONE | $6,334 | not reported in the loaded dataset |
| The Institute For Quantitative | NONE | $5,500 | not reported in the loaded dataset |
| Association Of Financial | NONE | $5,425 | not reported in the loaded dataset |