Verizon Master Savings Trust — Form 5500 plan (Verizon Communications 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, Verizon Master Savings Trust is a benefit plan reported by Verizon Communications Inc. under EIN 23-2259884 and plan number 020. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $36,683,817,698 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Verizon Communications Inc.
- EIN
- 23-2259884
- Plan number
- 020
- Plan type
- 4
- Location
- Basking Ridge, NJ
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $36,683,817,698
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20240930095120NAL0003144275001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,683,817,698
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,683,817,698
- Net assets (BOY)
- $33,297,054,103
Income & contributions
- Total contributions
- $0
- Total income / additions
- $4,985,061,239
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $69,669,294
- Total expenses
- $69,669,294
- Net increase / (decrease)
- $4,915,391,945
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | NONE | $10,065,291 | $0 | 2023 |
| Morgan Stanley Investment Mgmt | NONE | $6,215,751 | $0 | 2023 |
| Boston Partners Global Investors | NONE | $5,048,052 | $0 | 2023 |
| Alliancebernstein L.P. | NONE | $4,571,626 | $0 | 2023 |
| Jp Morgan | NONE | $3,404,959 | not reported in the loaded dataset | 2023 |
| Pacific Investment Management | NONE | $2,888,639 | $0 | 2023 |
| Aristotle Capital Management, LLC | NONE | $2,571,506 | $0 | 2023 |
| Newton Investment | NONE | $2,382,291 | $0 | 2023 |
| Gqg Partners LLC | NONE | $2,368,618 | $0 | 2023 |
| Sands Capital Management, LLC | NONE | $2,272,841 | $0 | 2023 |
| Loomis, Sayles & Company, L.P. | NONE | $2,147,547 | $0 | 2023 |
| Harris Associates L.P. | NONE | $1,837,318 | $0 | 2023 |
| Wellington Management Company Llp | NONE | $1,750,195 | $0 | 2023 |
| Barrow, Hanley, Mew & Stra Inv Mgt | NONE | $1,737,478 | $0 | 2023 |
| Marathon Asset Management Llp | NONE | $1,370,739 | not reported in the loaded dataset | 2023 |
| Goldman Sachs Asset Management, Lp | NONE | $1,144,521 | $0 | 2023 |
| The Bank Of New York Mellon | NONE | $1,117,000 | $0 | 2023 |
| Coronation Global | NONE | $922,155 | $107,980 | 2023 |
| Neuberger Berman | NONE | $978,947 | $0 | 2023 |
| Invesco Advisers, Inc. | NONE | $756,868 | $0 | 2023 |
| Jennison Associates LLC | NONE | $696,620 | $0 | 2023 |
| Mellon Investments Corporation | NONE | $671,906 | $0 | 2023 |
| Hotchkis And Wiley Capital Mgmt LLC | NONE | $624,364 | $0 | 2023 |
| Lee Overlay Partners | NONE | $565,373 | not reported in the loaded dataset | 2023 |
| Brookfield Public Securities Group | NONE | $553,540 | $0 | 2023 |
| Principal Global Investors, LLC | NONE | $494,291 | $0 | 2023 |
| Mondrian Investment Partners Ltd | NONE | $450,869 | not reported in the loaded dataset | 2023 |
| Galliard Capital Management | NONE | $319,429 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust Co. | NONE | $29,385 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Verizon Communications Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Basking Ridge, NJ
- Fidelity Investments Institutional — Schedule C compensation
- Morgan Stanley Investment Mgmt — Schedule C compensation
- Boston Partners Global Investors — Schedule C compensation
- Alliancebernstein L.P. — Schedule C compensation
- Jp Morgan — Schedule C compensation
- Pacific Investment Management — Schedule C compensation
- Aristotle Capital Management, LLC — Schedule C compensation
- Newton Investment — Schedule C compensation
- Gqg Partners LLC — Schedule C compensation
- Sands Capital Management, LLC — Schedule C compensation
- Loomis, Sayles & Company, L.P. — Schedule C compensation
- Harris Associates L.P. — Schedule C compensation
- Wellington Management Company Llp — Schedule C compensation
- Barrow, Hanley, Mew & Stra Inv Mgt — Schedule C compensation
- Marathon Asset Management Llp — Schedule C compensation
- Goldman Sachs Asset Management, Lp — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Coronation Global — Schedule C compensation
- Neuberger Berman — Schedule C compensation
- Invesco Advisers, Inc. — Schedule C compensation
- Jennison Associates LLC — Schedule C compensation
- Mellon Investments Corporation — Schedule C compensation
- Hotchkis And Wiley Capital Mgmt LLC — Schedule C compensation
- Lee Overlay Partners — Schedule C compensation
- Brookfield Public Securities Group — Schedule C compensation
- Principal Global Investors, LLC — Schedule C compensation
- Mondrian Investment Partners Ltd — Schedule C compensation
- Galliard Capital Management — Schedule C compensation
- Blackrock Institutional Trust Co. — Schedule C compensation