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 Retiree And Inactive Health Plan is a benefit plan reported by Lumen Technologies, Inc. under EIN 72-0651161 and plan number 511. The latest loaded filing year is 2023. The filing reports 74,174 participants and $1,321,594 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,321,594
- Total liabilities (EOY)
- $511,472
- Net assets (EOY)
- $810,122
- Net assets (BOY)
- $4,385,720
Income & contributions
- Employer contributions
- $200,273,858
- Participant contributions
- $32,719,077
- Total contributions
- $232,992,935
- Total income / additions
- $233,067,083
Expenses & distributions
- Benefits paid
- $236,605,457
- Administrative expenses
- $37,224
- Total expenses
- $236,642,681
- Net increase / (decrease)
- -$3,575,598