Bell Atlantic Master 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, Bell Atlantic Master Trust is a benefit plan reported by Verizon Communications Inc. under EIN 25-1448208 and plan number 020. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $16,031,934,587 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Verizon Communications Inc.
- EIN
- 25-1448208
- 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
- $16,031,934,587
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20240930101834NAL0009223792001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,031,934,587
- Total liabilities (EOY)
- $2,584,995,435
- Net assets (EOY)
- $13,446,939,152
- Net assets (BOY)
- $13,688,768,400
Income & contributions
- Total contributions
- $0
- Total income / additions
- $757,432,598
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $54,826,465
- Total expenses
- $54,826,465
- Net increase / (decrease)
- $702,606,133
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Goldman Sachs Asset Management, Lp | NONE | $4,534,129 | $0 | 2023 |
| Aon | NONE | $4,378,566 | not reported in the loaded dataset | 2023 |
| The Rock Creek Group, Lp | NONE | $2,826,258 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | NONE | $2,535,588 | $0 | 2023 |
| Pacific Investment Management | NONE | $2,368,531 | $0 | 2023 |
| Verizon Communications Inc. | NONE | $2,340,028 | not reported in the loaded dataset | 2023 |
| Fmr LLC | NONE | $2,067,216 | $0 | 2023 |
| Tcw Asset Management Company | NONE | $1,629,279 | not reported in the loaded dataset | 2023 |
| J.P. Morgan Investment | NONE | $1,436,475 | not reported in the loaded dataset | 2023 |
| Loomis Sayles & Company, Lp | NONE | $1,166,679 | $0 | 2023 |
| Wellington Management Company | NONE | $1,062,953 | $0 | 2023 |
| Lee Overlay Partners | NONE | $965,251 | not reported in the loaded dataset | 2023 |
| Palisade Capital Management | NONE | $957,289 | $0 | 2023 |
| Parametric Portfolio Associates LLC | NONE | $932,905 | not reported in the loaded dataset | 2023 |
| Western Asset Management | NONE | $829,025 | not reported in the loaded dataset | 2023 |
| Kpmg Llp | NONE | $669,608 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Investment | NONE | $656,354 | $0 | 2023 |
| Prudential Trust Company | NONE | $559,907 | $0 | 2023 |
| Boston Partners Global | NONE | $473,399 | $0 | 2023 |
| Metlife Investment | NONE | $433,907 | not reported in the loaded dataset | 2023 |
| Marathon Asset Management | NONE | $393,998 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust | NONE | $351,534 | not reported in the loaded dataset | 2023 |
| Standish Mellon Asset | NONE | $350,897 | not reported in the loaded dataset | 2023 |
| Legal & General Investment | NONE | $327,251 | not reported in the loaded dataset | 2023 |
| Thompson Hine Llp | NONE | $320,927 | not reported in the loaded dataset | 2023 |
| T. Rowe Price Associates, Inc. | NONE | $320,795 | $0 | 2023 |
| Mcube Investment Technologies | NONE | $312,500 | not reported in the loaded dataset | 2023 |
| Advent Capital Management, LLC | NONE | $261,527 | $0 | 2023 |
| Proskauer Rose, Llp | NONE | $227,102 | not reported in the loaded dataset | 2023 |
| Ejf Capital LLC | NONE | $189,629 | not reported in the loaded dataset | 2023 |
| Payden & Rygel | NONE | $162,556 | not reported in the loaded dataset | 2023 |
| Alliancebernstein L.P. | NONE | $154,837 | $0 | 2023 |
| Grantham, Mayo, Van Otterloo | NONE | $139,872 | $0 | 2023 |
| Dla Piper Llp Us | NONE | $135,853 | not reported in the loaded dataset | 2023 |
| Hollis Park Partners Lp | NONE | $88,033 | not reported in the loaded dataset | 2023 |
| Ramirez Asset Management, Inc | NONE | $75,112 | not reported in the loaded dataset | 2023 |
| Abel Noser Solutions LLC | NONE | $60,316 | not reported in the loaded dataset | 2023 |
| Bloomberg L.P. | NONE | $52,014 | not reported in the loaded dataset | 2023 |
| Decision Economics, Inc. | NONE | $36,000 | not reported in the loaded dataset | 2023 |
| Cost Effectiveness Measurement | NONE | $33,000 | not reported in the loaded dataset | 2023 |
| Refinitiv Us LLC | NONE | $27,189 | not reported in the loaded dataset | 2023 |
| Goulston & Storrs Pc | NONE | $26,146 | not reported in the loaded dataset | 2023 |
| K & L Gates, Llp | NONE | $21,882 | not reported in the loaded dataset | 2023 |
| Conduent Incorporated | NONE | $17,502 | not reported in the loaded dataset | 2023 |
| Conyers Dill & Pearman | NONE | $12,641 | not reported in the loaded dataset | 2023 |
| S&P Dow Jones Indices LLC | NONE | $12,615 | not reported in the loaded dataset | 2023 |
| Wolfe Holdco LLC | NONE | $11,951 | not reported in the loaded dataset | 2023 |
| Arh Group, Inc. | NONE | $10,000 | not reported in the loaded dataset | 2023 |
| Broadridge Investor | NONE | $9,603 | not reported in the loaded dataset | 2023 |
| Kelso & Company, L.P. | NONE | $0 | $8,055 | 2023 |
| Newport Trust Company | NONE | $7,500 | not reported in the loaded dataset | 2023 |
| Evestment Inc And Subsidiaries | NONE | $6,369 | not reported in the loaded dataset | 2023 |
| Cch Incorporated | NONE | $6,334 | not reported in the loaded dataset | 2023 |
| The Institute For Quantitative | NONE | $5,500 | not reported in the loaded dataset | 2023 |
| Association Of Financial | NONE | $5,425 | not reported in the loaded dataset | 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
- Goldman Sachs Asset Management, Lp — Schedule C compensation
- Aon — Schedule C compensation
- The Rock Creek Group, Lp — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Pacific Investment Management — Schedule C compensation
- Verizon Communications Inc. — Schedule C compensation
- Fmr LLC — Schedule C compensation
- Tcw Asset Management Company — Schedule C compensation
- J.P. Morgan Investment — Schedule C compensation
- Loomis Sayles & Company, Lp — Schedule C compensation
- Wellington Management Company — Schedule C compensation
- Lee Overlay Partners — Schedule C compensation
- Palisade Capital Management — Schedule C compensation
- Parametric Portfolio Associates LLC — Schedule C compensation
- Western Asset Management — Schedule C compensation
- Kpmg Llp — Schedule C compensation
- Morgan Stanley Investment — Schedule C compensation
- Prudential Trust Company — Schedule C compensation
- Boston Partners Global — Schedule C compensation
- Metlife Investment — Schedule C compensation
- Marathon Asset Management — Schedule C compensation
- Blackrock Institutional Trust — Schedule C compensation
- Standish Mellon Asset — Schedule C compensation
- Legal & General Investment — Schedule C compensation
- Thompson Hine Llp — Schedule C compensation
- T. Rowe Price Associates, Inc. — Schedule C compensation
- Mcube Investment Technologies — Schedule C compensation
- Advent Capital Management, LLC — Schedule C compensation
- Proskauer Rose, Llp — Schedule C compensation
- Ejf Capital LLC — Schedule C compensation
- Payden & Rygel — Schedule C compensation
- Alliancebernstein L.P. — Schedule C compensation
- Grantham, Mayo, Van Otterloo — Schedule C compensation
- Dla Piper Llp Us — Schedule C compensation
- Hollis Park Partners Lp — Schedule C compensation
- Ramirez Asset Management, Inc — Schedule C compensation
- Abel Noser Solutions LLC — Schedule C compensation
- Bloomberg L.P. — Schedule C compensation
- Decision Economics, Inc. — Schedule C compensation
- Cost Effectiveness Measurement — Schedule C compensation
- Refinitiv Us LLC — Schedule C compensation
- Goulston & Storrs Pc — Schedule C compensation
- K & L Gates, Llp — Schedule C compensation
- Conduent Incorporated — Schedule C compensation
- Conyers Dill & Pearman — Schedule C compensation
- S&P Dow Jones Indices LLC — Schedule C compensation
- Wolfe Holdco LLC — Schedule C compensation
- Arh Group, Inc. — Schedule C compensation
- Broadridge Investor — Schedule C compensation
- Kelso & Company, L.P. — Schedule C compensation
- Newport Trust Company — Schedule C compensation
- Evestment Inc And Subsidiaries — Schedule C compensation
- Cch Incorporated — Schedule C compensation
- The Institute For Quantitative — Schedule C compensation
- Association Of Financial — Schedule C compensation