Windstream Pension Plan — Form 5500 plan (Windstream Services, LLC)
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, Windstream Pension Plan is a benefit plan reported by Windstream Services, LLC under EIN 85-2049794 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,535 participants and $414,749,303 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Windstream Services, LLC
- EIN
- 85-2049794
- Plan number
- 001
- Plan type
- 2
- Location
- Little Rock, AR
- Latest filing year
- 2023
- Participants
- 5,535
- End-of-year plan assets
- $414,749,303
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,535 | H, C | 20240930141349NAL0005636625001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $414,749,303
- Total liabilities (EOY)
- $7,719,385
- Net assets (EOY)
- $407,029,918
- Net assets (BOY)
- $474,510,936
Income & contributions
- Total contributions
- $0
- Total income / additions
- $29,581,020
Expenses & distributions
- Benefits paid
- $90,031,455
- Administrative expenses
- $7,030,583
- Total expenses
- $97,062,038
- Net increase / (decrease)
- -$67,481,018
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson | N/A | $891,362 | not reported in the loaded dataset | 2023 |
| Goldman Sachs | N/A | $533,813 | not reported in the loaded dataset | 2023 |
| Merrill Lynch Retirement Group | N/A | $490,867 | not reported in the loaded dataset | 2023 |
| Gallagher Fiduciary Advisors | N/A | $159,241 | not reported in the loaded dataset | 2023 |
| Jpmorgan Chase Bank, N.A. | N/A | $152,547 | $0 | 2023 |
| Windstream Services LLC | EMPLOYEES OF PLAN SPONSO | $113,100 | not reported in the loaded dataset | 2023 |
| Thompson Hine | N/A | $111,049 | not reported in the loaded dataset | 2023 |
| Allspring Global Investments | N/A | $79,569 | not reported in the loaded dataset | 2023 |
| Prudential Trust Co | N/A | $55,057 | not reported in the loaded dataset | 2023 |
| Callan LLC | N/A | $48,480 | not reported in the loaded dataset | 2023 |
| Rvk, Inc. | N/A | $45,000 | not reported in the loaded dataset | 2023 |
| Cbre | N/A | $41,300 | not reported in the loaded dataset | 2023 |
| Marathon Asset Management Llp | N/A | $34,450 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust Co | N/A | $29,530 | $0 | 2023 |
| Hogan Taylor Llp | N/A | $29,400 | not reported in the loaded dataset | 2023 |
| Ninety One Emerging Markets | N/A | $26,581 | not reported in the loaded dataset | 2023 |
| Loomis & Sayles Company | N/A | $21,067 | not reported in the loaded dataset | 2023 |
| State Street Global Advisor Trust | N/A | $10,842 | not reported in the loaded dataset | 2023 |
| Corporation Service Company | N/A | $6,025 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Windstream Services, LLC
- 2023 Form 5500 filing
- Form 5500 filings in AR
- 401(k) and benefit plan filings in Little Rock, AR
- Willis Towers Watson — Schedule C compensation
- Goldman Sachs — Schedule C compensation
- Merrill Lynch Retirement Group — Schedule C compensation
- Gallagher Fiduciary Advisors — Schedule C compensation
- Jpmorgan Chase Bank, N.A. — Schedule C compensation
- Windstream Services LLC — Schedule C compensation
- Thompson Hine — Schedule C compensation
- Allspring Global Investments — Schedule C compensation
- Prudential Trust Co — Schedule C compensation
- Callan LLC — Schedule C compensation
- Rvk, Inc. — Schedule C compensation
- Cbre — Schedule C compensation
- Marathon Asset Management Llp — Schedule C compensation
- Blackrock Institutional Trust Co — Schedule C compensation
- Hogan Taylor Llp — Schedule C compensation
- Ninety One Emerging Markets — Schedule C compensation
- Loomis & Sayles Company — Schedule C compensation
- State Street Global Advisor Trust — Schedule C compensation
- Corporation Service Company — Schedule C compensation