2023 Form 5500 filing — Lumen Retiree And Inactive Health 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 20241004112003NAL0006641235001) for Lumen Retiree And Inactive Health Plan, reported by Lumen Technologies, Inc. under EIN 72-0651161 and plan number 511. It reports 74,174 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$810.1KReported net assets$810,122
Participants74.2K74,174
Provider compensation$36.5K2 Schedule C row(s)$36,515
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241004112003NAL0006641235001
- Plan sponsor
- Lumen Technologies, Inc.
- EIN
- 72-0651161
- Plan number
- 511
- Location
- Monroe, LA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$1.3M total assets
Net assets$810.1KLiabilities$511.5K
Full reported line items
- Total assets (EOY)
- $1,321,594
- Total liabilities (EOY)
- $511,472
- Net assets (EOY)
- $810,122
- Employer contributions
- $200,273,858
- Participant contributions
- $32,719,077
- Total income / additions
- $233,067,083
- Benefits paid
- $236,605,457
- Administrative expenses
- $37,224
- Total expenses
- $236,642,681
- Net increase / (decrease)
- -$3,575,598
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pricewaterhousecoopers Llp | ACCOUNTING | $24,530 | not reported in the loaded dataset |
| Northern Trust Company | CUSTODY & FEES | $11,985 | $0 |