At&T Puerto Rico Retirement Savings Plan — Form 5500 plan (At&T 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, At&T Puerto Rico Retirement Savings Plan is a benefit plan reported by At&T Inc. under EIN 43-1301883 and plan number 011. The latest loaded filing year is 2023. The filing reports 1,171 participants and $96,812,000 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
At&T Inc.
EIN
43-1301883
Plan number
011
Plan type
2
Location
Dallas, TX
Latest filing year
2023
Participants
1,171
End-of-year plan assets
$96,812,000

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,171H, C20241009164620NAL0018769297001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$96,812,000
Total liabilities (EOY)
$0
Net assets (EOY)
$96,812,000
Net assets (BOY)
$92,316,000

Income & contributions

Employer contributions
$362,000
Participant contributions
$547,000
Total contributions
$909,000
Total income / additions
$15,263,000

Expenses & distributions

Benefits paid
$10,666,000
Administrative expenses
$101,000
Total expenses
$10,767,000
Net increase / (decrease)
$4,496,000

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Financial Engines, Inc.NONE$61,000not reported in the loaded dataset2023
Fidelity Investments InstitutionalNONE$40,000$6,3222023

Related Form 5500 pages