Lumos Networks Savings And Security Plan — Form 5500 plan (Lumos Networks Operating Company)

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, Lumos Networks Savings And Security Plan is a benefit plan reported by Lumos Networks Operating Company under EIN 90-0673286 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,266 participants and $98,208,208 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lumos Networks Operating Company
EIN
90-0673286
Plan number
002
Plan type
2
Location
Waynesboro, VA
Latest filing year
2023
Participants
1,266
End-of-year plan assets
$98,208,208

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,266H, C20240905075821NAL0010244899001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$98,208,208
Total liabilities (EOY)
$0
Net assets (EOY)
$98,208,208
Net assets (BOY)
$86,268,718

Income & contributions

Employer contributions
$2,585,041
Participant contributions
$6,006,979
Total contributions
$9,405,430
Total income / additions
$23,944,569

Expenses & distributions

Benefits paid
$11,801,446
Administrative expenses
$203,633
Total expenses
$12,005,079
Net increase / (decrease)
$11,939,490

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John HancockRETAINED BY EMPLOYER$164,133$02023
Capfinancial Partners,LLCRETAINED BY EMPLOYER$41,407not reported in the loaded dataset2023

Related Form 5500 pages