Lumen Combined Pension Plan — Form 5500 plan (Lumen Technologies, 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, Lumen Combined Pension Plan is a benefit plan reported by Lumen Technologies, Inc. under EIN 72-0651161 and plan number 001. The latest loaded filing year is 2023. The filing reports 38,534 participants and $4,759,995,521 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lumen Technologies, Inc.
- EIN
- 72-0651161
- Plan number
- 001
- Plan type
- 2
- Location
- Monroe, LA
- Latest filing year
- 2023
- Participants
- 38,534
- End-of-year plan assets
- $4,759,995,521
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 38,534 | H, C | 20241010083941NAL0040197458001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,759,995,521
- Total liabilities (EOY)
- $85,292,255
- Net assets (EOY)
- $4,674,703,266
- Net assets (BOY)
- $4,714,249,906
Income & contributions
- Employer contributions
- $170,000,000
- Total contributions
- $170,000,000
- Total income / additions
- $492,591,893
Expenses & distributions
- Benefits paid
- $494,225,081
- Administrative expenses
- $37,913,452
- Total expenses
- $532,138,533
- Net increase / (decrease)
- -$39,546,640
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson | ADMINISTRATION | $3,986,969 | not reported in the loaded dataset | 2023 |
| Lumen Technologies Service Group | ADMINISTRATION | $2,447,488 | $13,433 | 2023 |
| Russell Investments Us Instl. Hol | PENSION CONSULTING | $450,000 | not reported in the loaded dataset | 2023 |
| State Street Bank & Trust Co. | ADMINISTRATION | $287,480 | not reported in the loaded dataset | 2023 |
| Pricewaterhousecoopers Llp | ACCOUNTING | $109,545 | not reported in the loaded dataset | 2023 |
| Proskauer Rose Llp | LEGAL | $26,191 | not reported in the loaded dataset | 2023 |
| Forms Associates, Inc. | OTHER | $22,787 | not reported in the loaded dataset | 2023 |
| Jeffrey R. Wilson Law LLC | LEGAL | $20,710 | not reported in the loaded dataset | 2023 |
| Pension Benefit Information, LLC | CONSULTING | $20,206 | not reported in the loaded dataset | 2023 |
| Callan LLC | CONSULTING | $20,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lumen Technologies, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in Monroe, LA
- Willis Towers Watson — Schedule C compensation
- Lumen Technologies Service Group — Schedule C compensation
- Russell Investments Us Instl. Hol — Schedule C compensation
- State Street Bank & Trust Co. — Schedule C compensation
- Pricewaterhousecoopers Llp — Schedule C compensation
- Proskauer Rose Llp — Schedule C compensation
- Forms Associates, Inc. — Schedule C compensation
- Jeffrey R. Wilson Law LLC — Schedule C compensation
- Pension Benefit Information, LLC — Schedule C compensation
- Callan LLC — Schedule C compensation