Plan5500

Windstream 401(K) 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 401(K) Plan is a benefit plan reported by Windstream Services LLC under EIN 85-2049794 and plan number 009. The latest loaded filing year is 2023. The filing reports 14,585 participants and $1,230,072,939 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
009
Plan type
2
Location
Little Rock, AR
Latest filing year
2023
Participants
14,585
End-of-year plan assets
$1,230,072,939

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202314,585H, C20240930093711NAL0010866146001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,230,072,939
Total liabilities (EOY)
$638,366
Net assets (EOY)
$1,229,434,573
Net assets (BOY)
$1,098,909,188

Income & contributions

Employer contributions
$26,521,768
Participant contributions
$54,664,806
Total contributions
$86,121,608
Total income / additions
$271,232,042

Expenses & distributions

Benefits paid
$137,438,226
Administrative expenses
$643,777
Total expenses
$140,706,657
Net increase / (decrease)
$130,525,385

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$558,612$02023
R.V. Kuhns & AssociatesCONSULTANT$35,000not reported in the loaded dataset2023
Hogantaylor LlpACCOUNTANT$28,300not reported in the loaded dataset2023
Thompson Hine LlpOTHER$21,865not reported in the loaded dataset2023

Related Form 5500 pages