2023 Form 5500 filing — Lumen Combined 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 20241010083941NAL0040197458001) for Lumen Combined Pension Plan, reported by Lumen Technologies, Inc. under EIN 72-0651161 and plan number 001. It reports 38,534 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010083941NAL0040197458001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lumen Technologies, Inc.
- EIN
- 72-0651161
- Plan number
- 001
- Location
- Monroe, LA
- Participants
- 38,534
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,759,995,521
- Total liabilities (EOY)
- $85,292,255
- Net assets (EOY)
- $4,674,703,266
- Employer contributions
- $170,000,000
- Total income / additions
- $492,591,893
- Benefits paid
- $494,225,081
- Administrative expenses
- $37,913,452
- Total expenses
- $532,138,533
- Net increase / (decrease)
- -$39,546,640
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson | ADMINISTRATION | $3,986,969 | not reported in the loaded dataset |
| Lumen Technologies Service Group | ADMINISTRATION | $2,447,488 | $13,433 |
| Russell Investments Us Instl. Hol | PENSION CONSULTING | $450,000 | not reported in the loaded dataset |
| State Street Bank & Trust Co. | ADMINISTRATION | $287,480 | not reported in the loaded dataset |
| Pricewaterhousecoopers Llp | ACCOUNTING | $109,545 | not reported in the loaded dataset |
| Proskauer Rose Llp | LEGAL | $26,191 | not reported in the loaded dataset |
| Forms Associates, Inc. | OTHER | $22,787 | not reported in the loaded dataset |
| Jeffrey R. Wilson Law LLC | LEGAL | $20,710 | not reported in the loaded dataset |
| Pension Benefit Information, LLC | CONSULTING | $20,206 | not reported in the loaded dataset |
| Callan LLC | CONSULTING | $20,000 | not reported in the loaded dataset |