At&T Savings Group Investment Trust — 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 Savings Group Investment Trust is a benefit plan reported by At&T Inc. under EIN 43-1301883 and plan number 021. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $12,098,881,000 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
- 021
- Plan type
- 4
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $12,098,881,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241009153401NAL0010788371001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,098,881,000
- Total liabilities (EOY)
- $538,719,000
- Net assets (EOY)
- $11,560,162,000
- Net assets (BOY)
- $12,089,296,000
Income & contributions
- Total contributions
- $0
- Total income / additions
- $1,034,314,000
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $8,923,000
- Total expenses
- $8,923,000
- Net increase / (decrease)
- $1,025,391,000
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pimco (Allianz Global) | NONE | $1,815,000 | $0 | 2023 |
| Goldman Sachs Asset Management | NONE | $1,728,000 | not reported in the loaded dataset | 2023 |
| Western Asset Management Company | NONE | $1,363,000 | not reported in the loaded dataset | 2023 |
| Blackrock Financial Management Inc. | NONE | $610,000 | $0 | 2023 |
| Wellington Management Company, Llp | NONE | $558,000 | $0 | 2023 |
| Silchester International | NONE | $489,000 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Aml | NONE | $457,000 | not reported in the loaded dataset | 2023 |
| Artisan Partners, Lp | NONE | $338,000 | not reported in the loaded dataset | 2023 |
| Fmr LLC | NONE | $321,000 | $0 | 2023 |
| Baillie Gifford Overseas Ltd. | NONE | $223,000 | not reported in the loaded dataset | 2023 |
| Jp Morgan Investment Management Inc | NONE | $201,000 | not reported in the loaded dataset | 2023 |
| Polen Capital Management | NONE | $199,000 | not reported in the loaded dataset | 2023 |
| Marathon International | NONE | $199,000 | not reported in the loaded dataset | 2023 |
| Highclere Intl Smid | NONE | $136,000 | not reported in the loaded dataset | 2023 |
| Neuberger Berman Fixed Income LLC | NONE | $121,000 | not reported in the loaded dataset | 2023 |
| Dodge And Cox | NONE | $106,000 | $0 | 2023 |
| Dimensional Fund Advisors Lp | NONE | $59,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for At&T Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Dallas, TX
- Pimco (Allianz Global) — Schedule C compensation
- Goldman Sachs Asset Management — Schedule C compensation
- Western Asset Management Company — Schedule C compensation
- Blackrock Financial Management Inc. — Schedule C compensation
- Wellington Management Company, Llp — Schedule C compensation
- Silchester International — Schedule C compensation
- Morgan Stanley Aml — Schedule C compensation
- Artisan Partners, Lp — Schedule C compensation
- Fmr LLC — Schedule C compensation
- Baillie Gifford Overseas Ltd. — Schedule C compensation
- Jp Morgan Investment Management Inc — Schedule C compensation
- Polen Capital Management — Schedule C compensation
- Marathon International — Schedule C compensation
- Highclere Intl Smid — Schedule C compensation
- Neuberger Berman Fixed Income LLC — Schedule C compensation
- Dodge And Cox — Schedule C compensation
- Dimensional Fund Advisors Lp — Schedule C compensation