Charter Communications, Inc. Defined Contribution Plans Master Trust — Form 5500 plan (Charter Communications, 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, Charter Communications, Inc. Defined Contribution Plans Master Trust is a benefit plan reported by Charter Communications, Inc. under EIN 84-1496755 and plan number 101. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $8,943,771,947 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Charter Communications, Inc.
- EIN
- 84-1496755
- Plan number
- 101
- Plan type
- 4
- Location
- Charlotte, NC
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $8,943,771,947
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20240807121614NAL0003642689001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,943,771,947
- Total liabilities (EOY)
- $17,362,364
- Net assets (EOY)
- $8,926,409,583
- Net assets (BOY)
- $7,280,569,541
Income & contributions
- Total contributions
- $0
- Total income / additions
- $1,319,658,925
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $9,016,439
- Total expenses
- $9,016,439
- Net increase / (decrease)
- $1,310,642,486
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fid Inv Inst Ops Co | RECORDKEEPER | $5,255,038 | $0 | 2023 |
| Strategic Advisors, Inc. | INV. ADVISORY | $3,569,859 | not reported in the loaded dataset | 2023 |
| Towers Watson | CONSULTANT | $185,964 | not reported in the loaded dataset | 2023 |
| Armanino Llp | AUDITOR | $72,713 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Charter Communications, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Charlotte, NC
- Fid Inv Inst Ops Co — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Towers Watson — Schedule C compensation
- Armanino Llp — Schedule C compensation