2023 Form 5500 filing — At&T Savings Group Investment 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 20241009153401NAL0010788371001) for At&T Savings Group Investment Trust, reported by At&T Inc. under EIN 43-1301883 and plan number 021. 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
- 20241009153401NAL0010788371001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- At&T Inc.
- EIN
- 43-1301883
- Plan number
- 021
- Location
- Dallas, TX
- 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)
- $12,098,881,000
- Total liabilities (EOY)
- $538,719,000
- Net assets (EOY)
- $11,560,162,000
- Total income / additions
- $1,034,314,000
- Benefits paid
- $0
- Administrative expenses
- $8,923,000
- Total expenses
- $8,923,000
- Net increase / (decrease)
- $1,025,391,000
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pimco (Allianz Global) | NONE | $1,815,000 | $0 |
| Goldman Sachs Asset Management | NONE | $1,728,000 | not reported in the loaded dataset |
| Western Asset Management Company | NONE | $1,363,000 | not reported in the loaded dataset |
| Blackrock Financial Management Inc. | NONE | $610,000 | $0 |
| Wellington Management Company, Llp | NONE | $558,000 | $0 |
| Silchester International | NONE | $489,000 | not reported in the loaded dataset |
| Morgan Stanley Aml | NONE | $457,000 | not reported in the loaded dataset |
| Artisan Partners, Lp | NONE | $338,000 | not reported in the loaded dataset |
| Fmr LLC | NONE | $321,000 | $0 |
| Baillie Gifford Overseas Ltd. | NONE | $223,000 | not reported in the loaded dataset |
| Jp Morgan Investment Management Inc | NONE | $201,000 | not reported in the loaded dataset |
| Polen Capital Management | NONE | $199,000 | not reported in the loaded dataset |
| Marathon International | NONE | $199,000 | not reported in the loaded dataset |
| Highclere Intl Smid | NONE | $136,000 | not reported in the loaded dataset |
| Neuberger Berman Fixed Income LLC | NONE | $121,000 | not reported in the loaded dataset |
| Dodge And Cox | NONE | $106,000 | $0 |
| Dimensional Fund Advisors Lp | NONE | $59,000 | not reported in the loaded dataset |