401k Plan data: AT&T PENSION BENEFIT PLAN plan

AT&T PENSION BENEFIT PLAN 401k Plan overview

Plan Name	AT&T PENSION BENEFIT PLAN
Plan identification number	017

AT&T PENSION BENEFIT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Benefits are primarily flat dollar (includes dollars per year of service)
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
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)).
Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

AT&T INC. has sponsored the creation of one or more 401k plans.

Company Name: AT&T INC.

Employer identification number (EIN): 431301883

NAIC Classification: 515210
NAIC Description: Cable and Other Subscription Programming

Additional information about AT&T INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date: 1983-10-05

Company Identification Number: 2018584

Legal Registered Office Address: Corporation Trust Center
1209 Orange St
Wilmington
United States of America (USA)
19801

More information about AT&T INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AT&T PENSION BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
017 2022-01-01
017 2021-01-01

Plan Statistics for AT&T PENSION BENEFIT PLAN

401k plan membership statisitcs for AT&T PENSION BENEFIT PLAN

Measure Date Value
2022: AT&T PENSION BENEFIT PLAN 2022 401k membership
Market value of plan assets 2022-12-31 54,788,775,000
Acturial value of plan assets 2022-12-31 51,882,729,000
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 22,785,956,000
Number of terminated vested participants 2022-12-31 99,563
Fundng target for terminated vested participants 2022-12-31 6,240,376,000
Active participant vested funding target 2022-12-31 13,045,396,000
Number of active participants 2022-12-31 126,803
Total funding liabilities for active participants 2022-12-31 14,351,513,000
Total participant count 2022-12-31 423,827
Total funding target for all participants 2022-12-31 43,377,845,000
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 8,504,369,000
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 1,011,249,000
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 7,493,120,000
Present value of excess contributions 2022-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 8,318,862,000
Total employer contributions 2022-12-31 0
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 0
Liquidity shortfalls end of Q1 2022-12-31 0
Liquidity shortfalls end of Q2 2022-12-31 0
Liquidity shortfalls end of Q3 2022-12-31 0
Liquidity shortfalls end of Q4 2022-12-31 0
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 606,094,000
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 422,085,000
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 422,085,000
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
Total participants, beginning-of-year 2022-01-01 384,526
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 107,859
Number of retired or separated participants receiving benefits 2022-01-01 164,576
Number of other retired or separated participants entitled to future benefits 2022-01-01 95,448
Total of all active and inactive participants 2022-01-01 367,883
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 25,564
Total participants 2022-01-01 393,447
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 2,801
2021: AT&T PENSION BENEFIT PLAN 2021 401k membership
Market value of plan assets 2021-12-31 55,123,062,000
Acturial value of plan assets 2021-12-31 50,883,498,000
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 23,345,265,000
Number of terminated vested participants 2021-12-31 97,068
Fundng target for terminated vested participants 2021-12-31 5,441,527,000
Active participant vested funding target 2021-12-31 14,132,948,000
Number of active participants 2021-12-31 144,228
Total funding liabilities for active participants 2021-12-31 15,419,938,000
Total participant count 2021-12-31 443,551
Total funding target for all participants 2021-12-31 44,206,730,000
Balance at beginning of prior year after applicable adjustments 2021-12-31 695,792,000
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 7,891,467,000
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 695,792,000
Prefunding balanced used to offset prior years funding requirement 2021-12-31 380,100,000
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 7,511,367,000
Present value of excess contributions 2021-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 8,504,369,000
Total employer contributions 2021-12-31 0
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 0
Liquidity shortfalls end of Q1 2021-12-31 0
Liquidity shortfalls end of Q2 2021-12-31 0
Liquidity shortfalls end of Q3 2021-12-31 0
Liquidity shortfalls end of Q4 2021-12-31 0
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 814,021,000
Net shortfall amortization installment of oustanding balance 2021-12-31 1,828,971,000
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 1,011,249,000
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 1,011,249,000
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
Total participants, beginning-of-year 2021-01-01 408,914
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 119,463
Number of retired or separated participants receiving benefits 2021-01-01 168,873
Number of other retired or separated participants entitled to future benefits 2021-01-01 96,190
Total of all active and inactive participants 2021-01-01 384,526
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 26,639
Total participants 2021-01-01 411,165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 3,462

Measure	Date	Value
2022: AT&T PENSION BENEFIT PLAN 2022 401k membership
Market value of plan assets	2022-12-31	54,788,775,000
Acturial value of plan assets	2022-12-31	51,882,729,000
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	22,785,956,000
Number of terminated vested participants	2022-12-31	99,563
Fundng target for terminated vested participants	2022-12-31	6,240,376,000
Active participant vested funding target	2022-12-31	13,045,396,000
Number of active participants	2022-12-31	126,803
Total funding liabilities for active participants	2022-12-31	14,351,513,000
Total participant count	2022-12-31	423,827
Total funding target for all participants	2022-12-31	43,377,845,000
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	8,504,369,000
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	1,011,249,000
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	7,493,120,000
Present value of excess contributions	2022-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	8,318,862,000
Total employer contributions	2022-12-31	0
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	0
Liquidity shortfalls end of Q1	2022-12-31	0
Liquidity shortfalls end of Q2	2022-12-31	0
Liquidity shortfalls end of Q3	2022-12-31	0
Liquidity shortfalls end of Q4	2022-12-31	0
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	606,094,000
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	422,085,000
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	422,085,000
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
Total participants, beginning-of-year	2022-01-01	384,526
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	107,859
Number of retired or separated participants receiving benefits	2022-01-01	164,576
Number of other retired or separated participants entitled to future benefits	2022-01-01	95,448
Total of all active and inactive participants	2022-01-01	367,883
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	25,564
Total participants	2022-01-01	393,447
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	2,801
2021: AT&T PENSION BENEFIT PLAN 2021 401k membership
Market value of plan assets	2021-12-31	55,123,062,000
Acturial value of plan assets	2021-12-31	50,883,498,000
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	23,345,265,000
Number of terminated vested participants	2021-12-31	97,068
Fundng target for terminated vested participants	2021-12-31	5,441,527,000
Active participant vested funding target	2021-12-31	14,132,948,000
Number of active participants	2021-12-31	144,228
Total funding liabilities for active participants	2021-12-31	15,419,938,000
Total participant count	2021-12-31	443,551
Total funding target for all participants	2021-12-31	44,206,730,000
Balance at beginning of prior year after applicable adjustments	2021-12-31	695,792,000
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	7,891,467,000
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	695,792,000
Prefunding balanced used to offset prior years funding requirement	2021-12-31	380,100,000
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	7,511,367,000
Present value of excess contributions	2021-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	8,504,369,000
Total employer contributions	2021-12-31	0
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	0
Liquidity shortfalls end of Q1	2021-12-31	0
Liquidity shortfalls end of Q2	2021-12-31	0
Liquidity shortfalls end of Q3	2021-12-31	0
Liquidity shortfalls end of Q4	2021-12-31	0
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	814,021,000
Net shortfall amortization installment of oustanding balance	2021-12-31	1,828,971,000
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	1,011,249,000
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	1,011,249,000
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
Total participants, beginning-of-year	2021-01-01	408,914
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	119,463
Number of retired or separated participants receiving benefits	2021-01-01	168,873
Number of other retired or separated participants entitled to future benefits	2021-01-01	96,190
Total of all active and inactive participants	2021-01-01	384,526
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	26,639
Total participants	2021-01-01	411,165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	3,462

Financial Data on AT&T PENSION BENEFIT PLAN

Measure	Date	Value
2022 : AT&T PENSION BENEFIT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$-111,000
Total unrealized appreciation/depreciation of assets	2022-12-31	$-111,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-7,941,367,000
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$5,849,264,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$5,849,264,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$0
Value of total assets at end of year	2022-12-31	$40,998,144,000
Value of total assets at beginning of year	2022-12-31	$54,788,775,000
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$0
Total interest from all sources	2022-12-31	$6,000
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$10,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$10,000
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-13,790,631,000
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$40,998,144,000
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$54,788,775,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$1,382,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$1,945,000
Interest earned on other investments	2022-12-31	$4,000
Value of interest in master investment trust accounts at end of year	2022-12-31	$40,996,561,000
Value of interest in master investment trust accounts at beginning of year	2022-12-31	$54,786,256,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$84,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$350,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$350,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$2,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$117,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$224,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-402,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$5,849,264,000
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	ERNST & YOUNG LLP
Accountancy firm EIN	2022-12-31	346565596
2021 : AT&T PENSION BENEFIT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$36,000
Total unrealized appreciation/depreciation of assets	2021-12-31	$36,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$5,597,997,000
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$5,932,284,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$5,932,284,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$0
Value of total assets at end of year	2021-12-31	$54,788,775,000
Value of total assets at beginning of year	2021-12-31	$55,123,062,000
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$0
Total interest from all sources	2021-12-31	$5,000
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$16,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$16,000
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$-334,287,000
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$54,788,775,000
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$55,123,062,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$1,945,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$1,558,000
Interest earned on other investments	2021-12-31	$5,000
Value of interest in master investment trust accounts at end of year	2021-12-31	$54,786,256,000
Value of interest in master investment trust accounts at beginning of year	2021-12-31	$55,120,977,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$350,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$344,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$344,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$224,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$183,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$377,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$5,932,284,000
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	ERNST & YOUNG LLP
Accountancy firm EIN	2021-12-31	346565596

Form 5500 Responses for AT&T PENSION BENEFIT PLAN

2022: AT&T PENSION BENEFIT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Mulitple employer plan
2022-01-01	Submission has been amended	Yes
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: AT&T PENSION BENEFIT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Mulitple employer plan
2021-01-01	Submission has been amended	Yes
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

02323-061

Policy instance

Insurance contract or identification number	02323-061
Number of Individuals Covered	0
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

02323-061

Policy instance

Insurance contract or identification number	02323-061
Number of Individuals Covered	0
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

AT&T PENSION PLAN - DISABILITY PENSION AND CERTAIN DEATH BENEFITS [EIN = 134924710]

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Company Name:	AT&T INC.
Employer identification number (EIN):	431301883
NAIC Classification:	515210
NAIC Description:	Cable and Other Subscription Programming

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:	1983-10-05
Company Identification Number:	2018584
Legal Registered Office Address:	Corporation Trust Center 1209 Orange St Wilmington United States of America (USA) 19801