Telephone And Data Systems, Inc. Group Insurance Plan — Form 5500 plan (Telephone And Data Systems, 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, Telephone And Data Systems, Inc. Group Insurance Plan is a benefit plan reported by Telephone And Data Systems, Inc. under EIN 36-2669023 and plan number 501. The latest loaded filing year is 2023. The filing reports 8,576 participants and $14,810,238 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$5.6MPlan net assets, end of year$5,637,002
Participants8.6KCovered participants reported8,576
Assets / participant$1.7KComputed: assets ÷ participants$1,727 (computed)
Provider compensation$4.7M3 Schedule C provider row(s)$4,677,657
- Plan sponsor
- Telephone And Data Systems, Inc.
- EIN
- 36-2669023
- Plan number
- 501
- Plan type
- 2
- Location
- Madison, WI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,576 | H, C | 20240812103907NAL0005112163001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$14.8M total assets
Net assets$5.6MLiabilities$9.2M
Full reported line items
Net assets
- Total assets (EOY)
- $14,810,238
- Total liabilities (EOY)
- $9,173,236
- Net assets (EOY)
- $5,637,002
- Net assets (BOY)
- $9,875,961
Income & contributions
- Employer contributions
- $92,189,837
- Participant contributions
- $34,684,872
- Total contributions
- $126,874,709
- Total income / additions
- $127,962,736
Expenses & distributions
- Benefits paid
- $127,405,162
- Administrative expenses
- $4,796,533
- Total expenses
- $132,201,695
- Net increase / (decrease)
- -$4,238,959
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
73%27%
Employer 73%Participant 27%
Total expenses ÷ net assets2345%Computed ratio
Benefits paid ÷ total income100%Computed ratio
Provider comp. ÷ net assets83%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bluecross Blueshield Of Illinois | NONE | $4,075,916 | not reported in the loaded dataset | 2023 |
| Express Scripts | NONE | $313,340 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Minnesota | NONE | $288,401 | not reported in the loaded dataset | 2023 |