Centurylink, Inc. Defined Benefit Master Trust — 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, Centurylink, Inc. Defined Benefit Master Trust is a benefit plan reported by Lumen Technologies, Inc. under EIN 84-0928963 and plan number 014. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $5,012,210,734 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lumen Technologies, Inc.
EIN
84-0928963
Plan number
014
Plan type
4
Location
Monroe, LA
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$5,012,210,734

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH, C20241010085628NAL0009836339001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,012,210,734
Total liabilities (EOY)
$507,507,467
Net assets (EOY)
$4,504,703,267
Net assets (BOY)
$4,714,249,906

Income & contributions

Total contributions
$0
Total income / additions
$338,281,052

Expenses & distributions

Benefits paid
$0
Administrative expenses
$10,010,520
Total expenses
$10,010,520
Net increase / (decrease)
$328,270,532

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Jp Morgan Investment Management IncINVESTMENT MANAGEMENT$2,454,502not reported in the loaded dataset2023
Pacific Investment Management Co.INVESTMENT MANAGEMENT$1,337,958$02023
Legg Mason, Inc. And SubsidiariesINVESTMENT MANAGEMENT$1,215,534not reported in the loaded dataset2023
Pgim, Inc.INVESTMENT MANAGEMENT$1,013,195not reported in the loaded dataset2023
Prudential Insurance Co. Of AmericaINVESTMENT MANAGEMENT$772,435$02023
Northern Trust CompanyCUSTODY AND FEES$700,076not reported in the loaded dataset2023
Macquarie Investment Management AdvINVESTMENT MANAGEMENT$492,889$02023
Capital International, Inc.INVESTMENT MANAGEMENT$452,739not reported in the loaded dataset2023
Doubleline Capital LpINVESTMENT MANAGEMENT$447,578not reported in the loaded dataset2023
Nisa Investment Advisors L.L.C.INVESTMENT MANAGEMENT$421,319not reported in the loaded dataset2023
Russell Investments Trust CompanyINVESTMENT MANAGEMENT$278,657not reported in the loaded dataset2023
Ivy Investment Mgmt Co.INVESTMENT MANAGEMENT$156,599not reported in the loaded dataset2023
Moody'S AnalyticsOTHER$116,250not reported in the loaded dataset2023
Bloomberg Finance L.P.OTHER$55,716not reported in the loaded dataset2023
Two Sigma Investor Solutions, LpOTHER$41,565not reported in the loaded dataset2023
Arbor Research & Trading, LLCOTHER$13,500not reported in the loaded dataset2023
Evestment Alliance, LLCOTHER$10,954not reported in the loaded dataset2023
Committee On Investment Of EmployeeOTHER$8,239not reported in the loaded dataset2023
State Street Global Advisors TrustINVESTMENT MANAGEMENT$7,465$02023
American Benefits Council, Inc.OTHER$6,280not reported in the loaded dataset2023

Related Form 5500 pages