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TELEPHONE AND DATA SYSTEMS, INC. PENSION PLAN 401k Plan overview

Plan NameTELEPHONE AND DATA SYSTEMS, INC. PENSION PLAN
Plan identification number 008

TELEPHONE AND DATA SYSTEMS, INC. PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Target benefit plan
  • Money purchase (other than target benefit)
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

TELEPHONE AND DATA SYSTEMS, INC. has sponsored the creation of one or more 401k plans.

Company Name:TELEPHONE AND DATA SYSTEMS, INC.
Employer identification number (EIN):362669023
NAIC Classification:517000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TELEPHONE AND DATA SYSTEMS, INC. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0082022-01-01STEPHEN CARROLL2023-09-19
0082021-01-01DANIEL DEWITT2022-09-21
0082020-01-01DANIEL DEWITT2021-10-03
0082019-01-01DANIEL DEWITT2020-10-06
0082018-01-01DANIEL DEWITT2019-09-10
0082017-01-01
0082016-01-01
0082015-01-01
0082014-01-01SIGNED WITH AUTHORIZED SIGNATURE
0082013-01-01SIGNED WITH AUTHORIZED SIGNATURE
0082012-01-01SIGNED WITH AUTHORIZED SIGNATURE
0082011-01-01CHARLES T. HERBERT
0082010-01-01C. T. HERBERT
0082009-01-01CHARLES HERBERT CHARLES HERBERT2010-10-05

Plan Statistics for TELEPHONE AND DATA SYSTEMS, INC. PENSION PLAN

401k plan membership statisitcs for TELEPHONE AND DATA SYSTEMS, INC. PENSION PLAN

Measure Date Value
2022: TELEPHONE AND DATA SYSTEMS, INC. PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-018,560
Total number of active participants reported on line 7a of the Form 55002022-01-015,421
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-013,113
Total of all active and inactive participants2022-01-018,534
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0116
Total participants2022-01-018,550
Number of participants with account balances2022-01-018,099
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01392
2021: TELEPHONE AND DATA SYSTEMS, INC. PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-019,103
Total number of active participants reported on line 7a of the Form 55002021-01-015,694
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-012,953
Total of all active and inactive participants2021-01-018,647
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0113
Total participants2021-01-018,660
Number of participants with account balances2021-01-018,566
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01584
2020: TELEPHONE AND DATA SYSTEMS, INC. PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-019,451
Total number of active participants reported on line 7a of the Form 55002020-01-016,245
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-012,850
Total of all active and inactive participants2020-01-019,095
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-018
Total participants2020-01-019,103
Number of participants with account balances2020-01-018,698
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01435
2019: TELEPHONE AND DATA SYSTEMS, INC. PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-019,515
Total number of active participants reported on line 7a of the Form 55002019-01-019,516
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-012,947
Total of all active and inactive participants2019-01-0112,463
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0162
Total participants2019-01-0112,525
Number of participants with account balances2019-01-018,580
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011,855
2018: TELEPHONE AND DATA SYSTEMS, INC. PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-019,041
Total number of active participants reported on line 7a of the Form 55002018-01-016,456
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-012,895
Total of all active and inactive participants2018-01-019,351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0159
Total participants2018-01-019,410
Number of participants with account balances2018-01-018,668
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011,929
2017: TELEPHONE AND DATA SYSTEMS, INC. PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-019,825
Total number of active participants reported on line 7a of the Form 55002017-01-016,121
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-012,862
Total of all active and inactive participants2017-01-018,983
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0158
Total participants2017-01-019,041
Number of participants with account balances2017-01-018,801
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01399
2016: TELEPHONE AND DATA SYSTEMS, INC. PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-019,773
Total number of active participants reported on line 7a of the Form 55002016-01-017,004
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-012,770
Total of all active and inactive participants2016-01-019,774
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-019,775
Number of participants with account balances2016-01-018,868
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01366
2015: TELEPHONE AND DATA SYSTEMS, INC. PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-019,916
Total number of active participants reported on line 7a of the Form 55002015-01-017,068
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012,657
Total of all active and inactive participants2015-01-019,725
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0148
Total participants2015-01-019,773
Number of participants with account balances2015-01-018,647
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01355
2014: TELEPHONE AND DATA SYSTEMS, INC. PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-018,573
Total number of active participants reported on line 7a of the Form 55002014-01-017,122
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012,788
Total of all active and inactive participants2014-01-019,910
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-016
Total participants2014-01-019,916
Number of participants with account balances2014-01-019,006
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01598
2013: TELEPHONE AND DATA SYSTEMS, INC. PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-019,647
Total number of active participants reported on line 7a of the Form 55002013-01-018,011
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01556
Total of all active and inactive participants2013-01-018,567
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-016
Total participants2013-01-018,573
Number of participants with account balances2013-01-019,554
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01474
2012: TELEPHONE AND DATA SYSTEMS, INC. PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0111,821
Total number of active participants reported on line 7a of the Form 55002012-01-017,493
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012,111
Total of all active and inactive participants2012-01-019,604
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0143
Total participants2012-01-019,647
Number of participants with account balances2012-01-0110,283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011,863
2011: TELEPHONE AND DATA SYSTEMS, INC. PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0113,084
Total number of active participants reported on line 7a of the Form 55002011-01-019,823
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011,953
Total of all active and inactive participants2011-01-0111,776
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0145
Total participants2011-01-0111,821
Number of participants with account balances2011-01-0110,222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012,115
2010: TELEPHONE AND DATA SYSTEMS, INC. PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0112,711
Total number of active participants reported on line 7a of the Form 55002010-01-0111,319
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011,765
Total of all active and inactive participants2010-01-0113,084
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0144
Total participants2010-01-0113,128
Number of participants with account balances2010-01-0110,134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012,152
2009: TELEPHONE AND DATA SYSTEMS, INC. PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0111,571
Total number of active participants reported on line 7a of the Form 55002009-01-0111,132
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011,551
Total of all active and inactive participants2009-01-0112,683
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0128
Total participants2009-01-0112,711
Number of participants with account balances2009-01-019,676
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011,968

Financial Data on TELEPHONE AND DATA SYSTEMS, INC. PENSION PLAN

Measure Date Value
2022 : TELEPHONE AND DATA SYSTEMS, INC. PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$20,746
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$72,642
Total income from all sources (including contributions)2022-12-31$-55,627,015
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$21,059,118
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$20,690,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$16,682,066
Value of total assets at end of year2022-12-31$414,078,062
Value of total assets at beginning of year2022-12-31$490,816,091
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$369,032
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$6,151,642
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$6,151,642
Administrative expenses professional fees incurred2022-12-31$320,631
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$22,452
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$8,797
Other income not declared elsewhere2022-12-31$-11,996,921
Liabilities. Value of operating payables at end of year2022-12-31$4,952
Liabilities. Value of operating payables at beginning of year2022-12-31$71,215
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-76,686,133
Value of net assets at end of year (total assets less liabilities)2022-12-31$414,057,316
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$490,743,449
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$48,401
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$283,048,734
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$339,730,102
Value of interest in common/collective trusts at end of year2022-12-31$113,718,360
Value of interest in common/collective trusts at beginning of year2022-12-31$133,969,999
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-55,796,195
Net investment gain or loss from common/collective trusts2022-12-31$-10,667,607
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$16,682,066
Employer contributions (assets) at end of year2022-12-31$17,288,516
Employer contributions (assets) at beginning of year2022-12-31$17,107,193
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$20,690,086
Liabilities. Value of benefit claims payable at end of year2022-12-31$15,794
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$1,427
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BDO USA, P.A.
Accountancy firm EIN2022-12-31135381590
2021 : TELEPHONE AND DATA SYSTEMS, INC. PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$72,642
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$28,977
Total income from all sources (including contributions)2021-12-31$75,411,639
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$27,895,733
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$27,429,802
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$16,621,974
Value of total assets at end of year2021-12-31$490,816,091
Value of total assets at beginning of year2021-12-31$443,256,520
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$465,931
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$6,556,573
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$6,556,573
Administrative expenses professional fees incurred2021-12-31$455,312
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$8,797
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$11,341
Other income not declared elsewhere2021-12-31$7,167,619
Liabilities. Value of operating payables at end of year2021-12-31$71,215
Liabilities. Value of operating payables at beginning of year2021-12-31$14,334
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$47,515,906
Value of net assets at end of year (total assets less liabilities)2021-12-31$490,743,449
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$443,227,543
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$10,619
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$339,730,102
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$312,406,075
Value of interest in common/collective trusts at end of year2021-12-31$133,969,999
Value of interest in common/collective trusts at beginning of year2021-12-31$113,888,190
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$46,597,130
Net investment gain or loss from common/collective trusts2021-12-31$-1,531,657
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$16,621,974
Employer contributions (assets) at end of year2021-12-31$17,107,193
Employer contributions (assets) at beginning of year2021-12-31$16,950,914
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$27,429,802
Liabilities. Value of benefit claims payable at end of year2021-12-31$1,427
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$14,643
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BDO USA, LLP
Accountancy firm EIN2021-12-31135381590
2020 : TELEPHONE AND DATA SYSTEMS, INC. PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$28,977
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$13,883
Total income from all sources (including contributions)2020-12-31$69,164,753
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$19,535,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$19,071,185
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$16,594,141
Value of total assets at end of year2020-12-31$443,256,520
Value of total assets at beginning of year2020-12-31$393,611,713
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$463,855
Total interest from all sources2020-12-31$163,472
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$5,303,822
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$5,303,822
Administrative expenses professional fees incurred2020-12-31$432,706
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$11,341
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$14,665
Other income not declared elsewhere2020-12-31$6,301,918
Liabilities. Value of operating payables at end of year2020-12-31$14,334
Liabilities. Value of operating payables at beginning of year2020-12-31$13,197
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$49,629,713
Value of net assets at end of year (total assets less liabilities)2020-12-31$443,227,543
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$393,597,830
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$31,149
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$312,406,075
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$275,706,953
Interest earned on other investments2020-12-31$163,472
Value of interest in common/collective trusts at end of year2020-12-31$113,888,190
Value of interest in common/collective trusts at beginning of year2020-12-31$101,104,162
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$34,479,921
Net investment gain or loss from common/collective trusts2020-12-31$6,321,479
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$16,594,141
Employer contributions (assets) at end of year2020-12-31$16,950,914
Employer contributions (assets) at beginning of year2020-12-31$16,785,933
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$19,071,185
Liabilities. Value of benefit claims payable at end of year2020-12-31$14,643
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$686
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31RSM US LLP
Accountancy firm EIN2020-12-31420714325
2019 : TELEPHONE AND DATA SYSTEMS, INC. PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$13,883
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$13,883
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$25,884
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$25,884
Total income from all sources (including contributions)2019-12-31$79,233,653
Total income from all sources (including contributions)2019-12-31$79,233,653
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$18,588,070
Total of all expenses incurred2019-12-31$18,588,070
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$18,089,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$18,089,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$16,293,689
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$16,293,689
Value of total assets at end of year2019-12-31$393,611,713
Value of total assets at end of year2019-12-31$393,611,713
Value of total assets at beginning of year2019-12-31$332,978,131
Value of total assets at beginning of year2019-12-31$332,978,131
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$499,070
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$499,070
Total interest from all sources2019-12-31$120,116
Total interest from all sources2019-12-31$120,116
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$6,249,876
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$6,249,876
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$6,249,876
Administrative expenses professional fees incurred2019-12-31$449,290
Administrative expenses professional fees incurred2019-12-31$449,290
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$14,665
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$14,665
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$11,834
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$11,834
Other income not declared elsewhere2019-12-31$8,292,434
Other income not declared elsewhere2019-12-31$8,292,434
Liabilities. Value of operating payables at end of year2019-12-31$13,197
Liabilities. Value of operating payables at end of year2019-12-31$13,197
Liabilities. Value of operating payables at beginning of year2019-12-31$24,959
Liabilities. Value of operating payables at beginning of year2019-12-31$24,959
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$60,645,583
Value of net income/loss2019-12-31$60,645,583
Value of net assets at end of year (total assets less liabilities)2019-12-31$393,597,830
Value of net assets at end of year (total assets less liabilities)2019-12-31$393,597,830
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$332,952,247
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$332,952,247
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$49,780
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$275,706,953
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$275,706,953
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$210,992,046
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$210,992,046
Interest earned on other investments2019-12-31$120,116
Interest earned on other investments2019-12-31$120,116
Value of interest in common/collective trusts at end of year2019-12-31$101,104,162
Value of interest in common/collective trusts at end of year2019-12-31$101,104,162
Value of interest in common/collective trusts at beginning of year2019-12-31$105,139,460
Value of interest in common/collective trusts at beginning of year2019-12-31$105,139,460
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$41,888,925
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$41,888,925
Net investment gain or loss from common/collective trusts2019-12-31$6,388,613
Net investment gain or loss from common/collective trusts2019-12-31$6,388,613
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$16,293,689
Contributions received in cash from employer2019-12-31$16,293,689
Employer contributions (assets) at end of year2019-12-31$16,785,933
Employer contributions (assets) at end of year2019-12-31$16,785,933
Employer contributions (assets) at beginning of year2019-12-31$16,834,791
Employer contributions (assets) at beginning of year2019-12-31$16,834,791
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$18,089,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$18,089,000
Liabilities. Value of benefit claims payable at end of year2019-12-31$686
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$925
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$925
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325
Accountancy firm EIN2019-12-31420714325
2018 : TELEPHONE AND DATA SYSTEMS, INC. PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$25,884
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$13,388
Total income from all sources (including contributions)2018-12-31$-5,112,195
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$27,752,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$27,242,564
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$16,384,834
Value of total assets at end of year2018-12-31$332,978,131
Value of total assets at beginning of year2018-12-31$365,829,978
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$509,584
Total interest from all sources2018-12-31$108,362
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$5,312,053
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$5,312,053
Administrative expenses professional fees incurred2018-12-31$471,031
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$11,834
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$12,622
Other income not declared elsewhere2018-12-31$-4,751,568
Liabilities. Value of operating payables at end of year2018-12-31$24,959
Liabilities. Value of operating payables at beginning of year2018-12-31$12,125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-32,864,343
Value of net assets at end of year (total assets less liabilities)2018-12-31$332,952,247
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$365,816,590
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$28,411
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$210,992,046
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$251,565,261
Interest earned on other investments2018-12-31$108,362
Value of interest in common/collective trusts at end of year2018-12-31$105,139,460
Value of interest in common/collective trusts at beginning of year2018-12-31$97,444,475
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-23,267,199
Net investment gain or loss from common/collective trusts2018-12-31$1,101,323
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$16,384,834
Employer contributions (assets) at end of year2018-12-31$16,834,791
Employer contributions (assets) at beginning of year2018-12-31$16,807,620
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$27,242,564
Contract administrator fees2018-12-31$10,142
Liabilities. Value of benefit claims payable at end of year2018-12-31$925
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$1,263
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31RSM US LLP
Accountancy firm EIN2018-12-31420714325
2017 : TELEPHONE AND DATA SYSTEMS, INC. PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$13,388
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$135,049
Total income from all sources (including contributions)2017-12-31$63,260,139
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$21,398,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$20,862,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$16,247,714
Value of total assets at end of year2017-12-31$365,829,978
Value of total assets at beginning of year2017-12-31$324,090,121
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$535,990
Total interest from all sources2017-12-31$140,019
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$5,354,425
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$5,354,425
Administrative expenses professional fees incurred2017-12-31$33,908
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$12,622
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$14,063
Other income not declared elsewhere2017-12-31$5,841,221
Liabilities. Value of operating payables at end of year2017-12-31$12,125
Liabilities. Value of operating payables at beginning of year2017-12-31$26,640
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$41,861,518
Value of net assets at end of year (total assets less liabilities)2017-12-31$365,816,590
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$323,955,072
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$58,573
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$251,565,261
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$218,794,899
Interest earned on other investments2017-12-31$140,019
Value of interest in common/collective trusts at end of year2017-12-31$97,444,475
Value of interest in common/collective trusts at beginning of year2017-12-31$88,393,957
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$33,676,331
Net investment gain or loss from common/collective trusts2017-12-31$2,000,429
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$16,247,714
Employer contributions (assets) at end of year2017-12-31$16,807,620
Employer contributions (assets) at beginning of year2017-12-31$16,887,202
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$20,862,631
Contract administrator fees2017-12-31$443,509
Liabilities. Value of benefit claims payable at end of year2017-12-31$1,263
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$108,409
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31RSM US LLP
Accountancy firm EIN2017-12-31420714325
2016 : TELEPHONE AND DATA SYSTEMS, INC. PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$135,049
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$35,256
Total income from all sources (including contributions)2016-12-31$39,793,036
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$14,623,323
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$14,071,188
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$16,499,713
Value of total assets at end of year2016-12-31$324,090,121
Value of total assets at beginning of year2016-12-31$298,820,615
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$552,135
Total interest from all sources2016-12-31$152,526
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$4,911,230
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$4,911,230
Administrative expenses professional fees incurred2016-12-31$77,156
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$14,063
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$13,945
Other income not declared elsewhere2016-12-31$1,991,655
Administrative expenses (other) incurred2016-12-31$26,640
Liabilities. Value of operating payables at end of year2016-12-31$26,640
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$25,169,713
Value of net assets at end of year (total assets less liabilities)2016-12-31$323,955,072
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$298,785,359
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$32,627
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$218,794,899
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$195,680,686
Interest earned on other investments2016-12-31$152,526
Value of interest in common/collective trusts at end of year2016-12-31$88,393,957
Value of interest in common/collective trusts at beginning of year2016-12-31$86,335,950
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$14,394,743
Net investment gain or loss from common/collective trusts2016-12-31$1,843,169
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$16,499,713
Employer contributions (assets) at end of year2016-12-31$16,887,202
Employer contributions (assets) at beginning of year2016-12-31$16,790,034
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$14,071,188
Contract administrator fees2016-12-31$415,712
Liabilities. Value of benefit claims payable at end of year2016-12-31$108,409
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$35,256
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31RSM US LLP
Accountancy firm EIN2016-12-31420714325
2015 : TELEPHONE AND DATA SYSTEMS, INC. PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$35,256
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$14,526
Total income from all sources (including contributions)2015-12-31$12,490,877
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$18,545,897
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$18,075,235
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$16,315,089
Value of total assets at end of year2015-12-31$298,820,615
Value of total assets at beginning of year2015-12-31$304,854,905
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$470,662
Total interest from all sources2015-12-31$140,628
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$4,897,288
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$4,897,288
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$13,945
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$10,886
Other income not declared elsewhere2015-12-31$-1,986,137
Administrative expenses (other) incurred2015-12-31$6,487
Liabilities. Value of operating payables at end of year2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$14,526
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-6,055,020
Value of net assets at end of year (total assets less liabilities)2015-12-31$298,785,359
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$304,840,379
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$47,258
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$195,680,686
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$201,670,157
Interest earned on other investments2015-12-31$140,628
Value of interest in common/collective trusts at end of year2015-12-31$86,335,950
Value of interest in common/collective trusts at beginning of year2015-12-31$87,073,186
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-7,839,040
Net investment gain or loss from common/collective trusts2015-12-31$963,049
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$16,315,089
Employer contributions (assets) at end of year2015-12-31$16,790,034
Employer contributions (assets) at beginning of year2015-12-31$16,100,676
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$18,075,235
Contract administrator fees2015-12-31$416,917
Liabilities. Value of benefit claims payable at end of year2015-12-31$35,256
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31RSM US LLP
Accountancy firm EIN2015-12-31420714325
2014 : TELEPHONE AND DATA SYSTEMS, INC. PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$14,526
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$85,929
Total income from all sources (including contributions)2014-12-31$31,355,779
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$23,037,973
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$22,717,554
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$15,619,394
Value of total assets at end of year2014-12-31$304,854,905
Value of total assets at beginning of year2014-12-31$296,608,502
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$320,419
Total interest from all sources2014-12-31$129,061
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$5,792,294
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$5,792,294
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$10,886
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$152,694
Other income not declared elsewhere2014-12-31$1,019,754
Administrative expenses (other) incurred2014-12-31$320,419
Liabilities. Value of operating payables at end of year2014-12-31$14,526
Liabilities. Value of operating payables at beginning of year2014-12-31$14,140
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$8,317,806
Value of net assets at end of year (total assets less liabilities)2014-12-31$304,840,379
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$296,522,573
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$201,670,157
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$272,539,871
Interest earned on other investments2014-12-31$129,061
Value of interest in common/collective trusts at end of year2014-12-31$87,073,186
Value of interest in common/collective trusts at beginning of year2014-12-31$6,850,703
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$8,450,565
Net investment gain or loss from common/collective trusts2014-12-31$344,711
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$15,619,394
Employer contributions (assets) at end of year2014-12-31$16,100,676
Employer contributions (assets) at beginning of year2014-12-31$17,065,234
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$22,717,554
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$71,789
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31MCGLADREY LLP.
Accountancy firm EIN2014-12-31420714325
2013 : TELEPHONE AND DATA SYSTEMS, INC. PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$85,929
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$13,098
Total income from all sources (including contributions)2013-12-31$58,252,145
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$26,486,581
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$26,425,401
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$16,577,305
Value of total assets at end of year2013-12-31$296,608,502
Value of total assets at beginning of year2013-12-31$264,770,107
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$61,180
Total interest from all sources2013-12-31$198
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$6,166,889
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$6,166,889
Administrative expenses professional fees incurred2013-12-31$25,904
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$17,051,824
Amount contributed by the employer to the plan for this plan year2013-12-31$17,051,824
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$152,694
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$146,973
Administrative expenses (other) incurred2013-12-31$35,276
Liabilities. Value of operating payables at end of year2013-12-31$14,140
Liabilities. Value of operating payables at beginning of year2013-12-31$13,098
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$31,765,564
Value of net assets at end of year (total assets less liabilities)2013-12-31$296,522,573
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$264,757,009
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$24,883
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$272,539,871
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$237,495,034
Interest earned on other investments2013-12-31$198
Value of interest in common/collective trusts at end of year2013-12-31$6,850,703
Value of interest in common/collective trusts at beginning of year2013-12-31$8,094,853
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$35,729,529
Net investment gain or loss from common/collective trusts2013-12-31$-221,776
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$16,577,305
Employer contributions (assets) at end of year2013-12-31$17,065,234
Employer contributions (assets) at beginning of year2013-12-31$19,008,364
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$26,425,401
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Liabilities. Value of benefit claims payable at end of year2013-12-31$71,789
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MCGLADREY LLP.
Accountancy firm EIN2013-12-31420714325
2012 : TELEPHONE AND DATA SYSTEMS, INC. PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-15,168
Total unrealized appreciation/depreciation of assets2012-12-31$-15,168
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$13,098
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$7,014
Total income from all sources (including contributions)2012-12-31$48,265,288
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$16,272,717
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$16,214,245
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$18,483,910
Value of total assets at end of year2012-12-31$264,770,107
Value of total assets at beginning of year2012-12-31$232,771,452
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$58,472
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$8,666,567
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$8,666,567
Administrative expenses professional fees incurred2012-12-31$51,939
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$19,017,659
Amount contributed by the employer to the plan for this plan year2012-12-31$19,017,659
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$146,973
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$161,437
Administrative expenses (other) incurred2012-12-31$6,533
Liabilities. Value of operating payables at end of year2012-12-31$13,098
Liabilities. Value of operating payables at beginning of year2012-12-31$6,330
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$31,992,571
Value of net assets at end of year (total assets less liabilities)2012-12-31$264,757,009
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$232,764,438
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at end of year2012-12-31$24,883
Assets. partnership/joint venture interests at beginning of year2012-12-31$37,411
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$237,495,034
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$206,809,441
Value of interest in common/collective trusts at end of year2012-12-31$8,094,853
Value of interest in common/collective trusts at beginning of year2012-12-31$7,403,503
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$21,065,293
Net investment gain or loss from common/collective trusts2012-12-31$64,686
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$18,483,910
Employer contributions (assets) at end of year2012-12-31$19,008,364
Employer contributions (assets) at beginning of year2012-12-31$18,359,660
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$16,214,245
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Liabilities. Value of benefit claims payable at end of year2012-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$684
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MCGLADREY LLP
Accountancy firm EIN2012-12-31420714325
2011 : TELEPHONE AND DATA SYSTEMS, INC. PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-26,433
Total unrealized appreciation/depreciation of assets2011-12-31$-26,433
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$7,014
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$41,712
Total income from all sources (including contributions)2011-12-31$15,820,917
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$16,990,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$16,965,412
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$17,723,704
Value of total assets at end of year2011-12-31$232,771,452
Value of total assets at beginning of year2011-12-31$233,975,939
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$25,294
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$6,663,708
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$6,663,708
Administrative expenses professional fees incurred2011-12-31$25,294
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$18,351,887
Amount contributed by the employer to the plan for this plan year2011-12-31$18,351,887
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$161,437
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$187,922
Liabilities. Value of operating payables at end of year2011-12-31$6,330
Liabilities. Value of operating payables at beginning of year2011-12-31$41,712
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,169,789
Value of net assets at end of year (total assets less liabilities)2011-12-31$232,764,438
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$233,934,227
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at end of year2011-12-31$37,411
Assets. partnership/joint venture interests at beginning of year2011-12-31$59,962
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$206,809,441
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$207,853,991
Value of interest in common/collective trusts at end of year2011-12-31$7,403,503
Value of interest in common/collective trusts at beginning of year2011-12-31$7,454,037
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-8,791,608
Net investment gain or loss from common/collective trusts2011-12-31$251,546
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$17,723,704
Employer contributions (assets) at end of year2011-12-31$18,359,660
Employer contributions (assets) at beginning of year2011-12-31$18,420,027
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$16,965,412
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Liabilities. Value of benefit claims payable at end of year2011-12-31$684
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MCGLADREY LLP.
Accountancy firm EIN2011-12-31420714325
2010 : TELEPHONE AND DATA SYSTEMS, INC. PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$-19,707
Total unrealized appreciation/depreciation of assets2010-12-31$-19,707
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$41,712
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$81,959
Total income from all sources (including contributions)2010-12-31$43,576,635
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$16,606,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$16,546,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$17,653,613
Value of total assets at end of year2010-12-31$233,975,939
Value of total assets at beginning of year2010-12-31$207,045,803
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$59,536
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$7,080,031
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$7,080,031
Administrative expenses professional fees incurred2010-12-31$59,536
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$18,424,980
Amount contributed by the employer to the plan for this plan year2010-12-31$18,424,980
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$187,922
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$166,701
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$1,030
Liabilities. Value of operating payables at end of year2010-12-31$41,712
Liabilities. Value of operating payables at beginning of year2010-12-31$80,929
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$26,970,383
Value of net assets at end of year (total assets less liabilities)2010-12-31$233,934,227
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$206,963,844
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$59,962
Assets. partnership/joint venture interests at beginning of year2010-12-31$75,918
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$207,853,991
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$181,200,367
Value of interest in common/collective trusts at end of year2010-12-31$7,454,037
Value of interest in common/collective trusts at beginning of year2010-12-31$7,200,250
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$18,503,677
Net investment gain or loss from common/collective trusts2010-12-31$359,021
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$17,653,613
Employer contributions (assets) at end of year2010-12-31$18,420,027
Employer contributions (assets) at beginning of year2010-12-31$18,402,567
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$16,546,716
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MCGLADREY & PULLEN LLP
Accountancy firm EIN2010-12-31420714325
2009 : TELEPHONE AND DATA SYSTEMS, INC. PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$18,449,981
Amount contributed by the employer to the plan for this plan year2009-12-31$18,449,981

Form 5500 Responses for TELEPHONE AND DATA SYSTEMS, INC. PENSION PLAN

2022: TELEPHONE AND DATA SYSTEMS, INC. PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TELEPHONE AND DATA SYSTEMS, INC. PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TELEPHONE AND DATA SYSTEMS, INC. PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TELEPHONE AND DATA SYSTEMS, INC. PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TELEPHONE AND DATA SYSTEMS, INC. PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TELEPHONE AND DATA SYSTEMS, INC. PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TELEPHONE AND DATA SYSTEMS, INC. PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TELEPHONE AND DATA SYSTEMS, INC. PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TELEPHONE AND DATA SYSTEMS, INC. PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: TELEPHONE AND DATA SYSTEMS, INC. PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TELEPHONE AND DATA SYSTEMS, INC. PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TELEPHONE AND DATA SYSTEMS, INC. PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: TELEPHONE AND DATA SYSTEMS, INC. PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: TELEPHONE AND DATA SYSTEMS, INC. PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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