Avaya Inc. Savings Plan For Salaried Employees — Form 5500 plan (Avaya Inc.)

Plain-English plan 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, Avaya Inc. Savings Plan For Salaried Employees is a benefit plan reported by Avaya Inc. under EIN 22-3713430 and plan number 003. The latest loaded filing year is 2023. The filing reports 5,979 participants and $1,397,038,508 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Avaya Inc.
EIN
22-3713430
Plan number
003
Plan type
2
Location
Morristown, NJ
Latest filing year
2023
Participants
5,979
End-of-year plan assets
$1,397,038,508

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,979H, C20241010140753NAL0021170017001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,397,038,508
Total liabilities (EOY)
$0
Net assets (EOY)
$1,397,038,508
Net assets (BOY)
$1,357,147,081

Income & contributions

Employer contributions
$2,087
Participant contributions
$22,065,499
Total contributions
$24,106,036
Total income / additions
$250,161,893

Expenses & distributions

Benefits paid
$209,774,314
Administrative expenses
$680,375
Total expenses
$210,468,507
Net increase / (decrease)
$39,693,386

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$364,118not reported in the loaded dataset2023
Sageview Advisory Group LLCCONSULTANT$168,360not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$77,742not reported in the loaded dataset2023
Crowe Horwath LlpACCOUNTANT/AUDITOR$49,985not reported in the loaded dataset2023
King & Spalding LlpATTORNEY/LEGAL$21,322not reported in the loaded dataset2023

Related Form 5500 pages