At&T Umbrella Benefit Plan No. 1 — 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 Umbrella Benefit Plan No. 1 is a benefit plan reported by At&T Inc. under EIN 43-1301883 and plan number 600. The latest loaded filing year is 2023. The filing reports 308,466 participants and $1,394,291,000 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
- 600
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- 308,466
- End-of-year plan assets
- $1,394,291,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 308,466 | H, C | 20241009164358NAL0010850963001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,394,291,000
- Total liabilities (EOY)
- $77,707,000
- Net assets (EOY)
- $1,316,584,000
- Net assets (BOY)
- $2,119,053,000
Income & contributions
- Employer contributions
- $278,745,000
- Participant contributions
- $24,692,000
- Total contributions
- $303,437,000
- Total income / additions
- $478,441,000
Expenses & distributions
- Benefits paid
- $762,905,000
- Administrative expenses
- $11,421,000
- Total expenses
- $774,326,000
- Net increase / (decrease)
- -$295,885,000
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alight Solutions LLC | NONE | $5,504,000 | not reported in the loaded dataset | 2023 |
| At&T Inc. | PLAN SPONSOR | $1,740,000 | not reported in the loaded dataset | 2023 |
| Bank Of New York Mellon | NONE | $870,000 | not reported in the loaded dataset | 2023 |
| Metropolitan Life Insurance Company | NONE | $839,000 | not reported in the loaded dataset | 2023 |
| Unitedhealthcare Services Inc. | NONE | $584,000 | not reported in the loaded dataset | 2023 |
| Forvis Mazars, Llp | NONE | $358,000 | not reported in the loaded dataset | 2023 |
| Allsup Inc | NONE | $301,000 | not reported in the loaded dataset | 2023 |
| Fmr LLC | NONE | $295,000 | not reported in the loaded dataset | 2023 |
| Cigna Health And Life Insurance Co. | NONE | $204,000 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $140,000 | not reported in the loaded dataset | 2023 |
| Pricewaterhousecoopers Llp | NONE | $124,000 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson | NONE | $94,000 | not reported in the loaded dataset | 2023 |
| Fleishman Hillard Inc. | NONE | $77,000 | not reported in the loaded dataset | 2023 |
| Blackrock Financial Management Inc. | NONE | $74,000 | not reported in the loaded dataset | 2023 |
| Nova Marketing Services Inc. | NONE | $59,000 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $47,000 | not reported in the loaded dataset | 2023 |
| Aon Consulting Inc. | NONE | $32,000 | not reported in the loaded dataset | 2023 |
| Corporation Service Company | NONE | $22,000 | not reported in the loaded dataset | 2023 |
| Hamilton Lane Advisors LLC | NONE | $20,000 | not reported in the loaded dataset | 2023 |
| Directpath LLC | NONE | $14,000 | not reported in the loaded dataset | 2023 |
| Frost Bank | NONE | $10,000 | not reported in the loaded dataset | 2023 |
| Andersen Tax Holdings LLC | NONE | $5,000 | not reported in the loaded dataset | 2023 |
| Standish Mellon Asset Management | NONE | $5,000 | 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
- Alight Solutions LLC — Schedule C compensation
- At&T Inc. — Schedule C compensation
- Bank Of New York Mellon — Schedule C compensation
- Metropolitan Life Insurance Company — Schedule C compensation
- Unitedhealthcare Services Inc. — Schedule C compensation
- Forvis Mazars, Llp — Schedule C compensation
- Allsup Inc — Schedule C compensation
- Fmr LLC — Schedule C compensation
- Cigna Health And Life Insurance Co. — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Pricewaterhousecoopers Llp — Schedule C compensation
- Willis Towers Watson — Schedule C compensation
- Fleishman Hillard Inc. — Schedule C compensation
- Blackrock Financial Management Inc. — Schedule C compensation
- Nova Marketing Services Inc. — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Aon Consulting Inc. — Schedule C compensation
- Corporation Service Company — Schedule C compensation
- Hamilton Lane Advisors LLC — Schedule C compensation
- Directpath LLC — Schedule C compensation
- Frost Bank — Schedule C compensation
- Andersen Tax Holdings LLC — Schedule C compensation
- Standish Mellon Asset Management — Schedule C compensation