2023 Form 5500 filing — Windstream Pension Plan
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 20240930141349NAL0005636625001) for Windstream Pension Plan, reported by Windstream Services, LLC under EIN 85-2049794 and plan number 001. It reports 5,535 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930141349NAL0005636625001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Windstream Services, LLC
- EIN
- 85-2049794
- Plan number
- 001
- Location
- Little Rock, AR
- Participants
- 5,535
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $414,749,303
- Total liabilities (EOY)
- $7,719,385
- Net assets (EOY)
- $407,029,918
- Total income / additions
- $29,581,020
- Benefits paid
- $90,031,455
- Administrative expenses
- $7,030,583
- Total expenses
- $97,062,038
- Net increase / (decrease)
- -$67,481,018
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson | N/A | $891,362 | not reported in the loaded dataset |
| Goldman Sachs | N/A | $533,813 | not reported in the loaded dataset |
| Merrill Lynch Retirement Group | N/A | $490,867 | not reported in the loaded dataset |
| Gallagher Fiduciary Advisors | N/A | $159,241 | not reported in the loaded dataset |
| Jpmorgan Chase Bank, N.A. | N/A | $152,547 | $0 |
| Windstream Services LLC | EMPLOYEES OF PLAN SPONSO | $113,100 | not reported in the loaded dataset |
| Thompson Hine | N/A | $111,049 | not reported in the loaded dataset |
| Allspring Global Investments | N/A | $79,569 | not reported in the loaded dataset |
| Prudential Trust Co | N/A | $55,057 | not reported in the loaded dataset |
| Callan LLC | N/A | $48,480 | not reported in the loaded dataset |
| Rvk, Inc. | N/A | $45,000 | not reported in the loaded dataset |
| Cbre | N/A | $41,300 | not reported in the loaded dataset |
| Marathon Asset Management Llp | N/A | $34,450 | not reported in the loaded dataset |
| Blackrock Institutional Trust Co | N/A | $29,530 | $0 |
| Hogan Taylor Llp | N/A | $29,400 | not reported in the loaded dataset |
| Ninety One Emerging Markets | N/A | $26,581 | not reported in the loaded dataset |
| Loomis & Sayles Company | N/A | $21,067 | not reported in the loaded dataset |
| State Street Global Advisor Trust | N/A | $10,842 | not reported in the loaded dataset |
| Corporation Service Company | N/A | $6,025 | not reported in the loaded dataset |