LUMEN TECHNOLOGIES, INC. has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2022: LUMEN COMBINED PENSION PLAN 2022 401k membership |
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Market value of plan assets | 2022-12-31 | 6,319,358,225 |
Acturial value of plan assets | 2022-12-31 | 6,169,280,951 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 4,294,863,492 |
Number of terminated vested participants | 2022-12-31 | 7,244 |
Fundng target for terminated vested participants | 2022-12-31 | 317,089,845 |
Active participant vested funding target | 2022-12-31 | 989,559,769 |
Number of active participants | 2022-12-31 | 11,938 |
Total funding liabilities for active participants | 2022-12-31 | 1,064,563,421 |
Total participant count | 2022-12-31 | 40,497 |
Total funding target for all participants | 2022-12-31 | 5,676,516,758 |
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 | 465,542,993 |
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 | 81,883,595 |
Amount remaining of carryover balance | 2022-12-31 | 0 |
Amount remaining of prefunding balance | 2022-12-31 | 383,659,398 |
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 | 105,204,472 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 296,448,552 |
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 | 63,653,155 |
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 | 0 |
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 | 0 |
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 | 61,218 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 10,804 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 18,979 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 6,351 |
Total of all active and inactive participants | 2022-01-01 | 36,134 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 2,400 |
Total participants | 2022-01-01 | 38,534 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 40 |
2021: LUMEN COMBINED PENSION PLAN 2021 401k membership |
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Market value of plan assets | 2021-12-31 | 10,584,462,672 |
Acturial value of plan assets | 2021-12-31 | 9,769,577,997 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 7,476,812,940 |
Number of terminated vested participants | 2021-12-31 | 9,751 |
Fundng target for terminated vested participants | 2021-12-31 | 454,453,921 |
Active participant vested funding target | 2021-12-31 | 1,283,583,783 |
Number of active participants | 2021-12-31 | 16,485 |
Total funding liabilities for active participants | 2021-12-31 | 1,392,911,255 |
Total participant count | 2021-12-31 | 88,019 |
Total funding target for all participants | 2021-12-31 | 9,324,178,116 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 624,882,838 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 213,152,942 |
Amount remaining of prefunding balance | 2021-12-31 | 411,729,896 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 465,542,993 |
Total employer contributions | 2021-12-31 | 280,000,000 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 255,640,024 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 80,005,420 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 20,143,112 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 81,883,595 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 81,883,595 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 255,640,024 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 88,019 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 14,232 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 33,301 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 9,299 |
Total of all active and inactive participants | 2021-01-01 | 56,832 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 4,386 |
Total participants | 2021-01-01 | 61,218 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 97 |
2020: LUMEN COMBINED PENSION PLAN 2020 401k membership |
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Market value of plan assets | 2020-12-31 | 10,499,464,899 |
Acturial value of plan assets | 2020-12-31 | 10,128,685,316 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 7,928,554,428 |
Number of terminated vested participants | 2020-12-31 | 10,076 |
Fundng target for terminated vested participants | 2020-12-31 | 464,335,650 |
Active participant vested funding target | 2020-12-31 | 1,564,963,348 |
Number of active participants | 2020-12-31 | 19,215 |
Total funding liabilities for active participants | 2020-12-31 | 1,687,737,108 |
Total participant count | 2020-12-31 | 92,999 |
Total funding target for all participants | 2020-12-31 | 10,080,627,186 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 786,525,991 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 252,438,095 |
Amount remaining of prefunding balance | 2020-12-31 | 534,087,896 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 624,882,838 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 94,649,572 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 576,824,708 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 213,152,942 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 213,152,942 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 92,999 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 16,485 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 53,785 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 9,353 |
Total of all active and inactive participants | 2020-01-01 | 79,623 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 8,396 |
Total participants | 2020-01-01 | 88,019 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 108 |
2019: LUMEN COMBINED PENSION PLAN 2019 401k membership |
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Market value of plan assets | 2019-12-31 | 10,075,320,381 |
Acturial value of plan assets | 2019-12-31 | 10,475,273,605 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 8,122,834,392 |
Number of terminated vested participants | 2019-12-31 | 12,446 |
Fundng target for terminated vested participants | 2019-12-31 | 551,445,029 |
Active participant vested funding target | 2019-12-31 | 1,665,197,522 |
Number of active participants | 2019-12-31 | 21,587 |
Total funding liabilities for active participants | 2019-12-31 | 1,799,735,220 |
Total participant count | 2019-12-31 | 99,234 |
Total funding target for all participants | 2019-12-31 | 10,474,014,641 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 12,999,187 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 984,003,154 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 12,999,187 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 156,804,560 |
Amount remaining of prefunding balance | 2019-12-31 | 827,198,594 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 19,000,000 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 786,525,991 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 116,481,405 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 785,267,027 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 252,438,095 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 252,438,095 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 99,234 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 19,215 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 55,675 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 9,637 |
Total of all active and inactive participants | 2019-01-01 | 84,527 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 8,472 |
Total participants | 2019-01-01 | 92,999 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 158 |
2018: LUMEN COMBINED PENSION PLAN 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 11,570,240,471 |
Acturial value of plan assets | 2018-12-31 | 11,058,752,425 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 7,946,600,859 |
Number of terminated vested participants | 2018-12-31 | 12,722 |
Fundng target for terminated vested participants | 2018-12-31 | 487,764,230 |
Active participant vested funding target | 2018-12-31 | 1,935,424,717 |
Number of active participants | 2018-12-31 | 24,758 |
Total funding liabilities for active participants | 2018-12-31 | 2,058,266,572 |
Total participant count | 2018-12-31 | 103,411 |
Total funding target for all participants | 2018-12-31 | 10,492,631,661 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 11,469,196 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 546,924,426 |
Amount remaining of carryover balance | 2018-12-31 | 11,469,196 |
Amount remaining of prefunding balance | 2018-12-31 | 546,924,426 |
Present value of excess contributions | 2018-12-31 | 344,190,387 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 364,119,010 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 364,119,010 |
Balance of carryovers at beginning of current year | 2018-12-31 | 12,999,187 |
Balance of prefunding at beginning of current year | 2018-12-31 | 984,003,154 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 99,462,395 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 430,881,577 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 169,803,747 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 12,999,187 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 156,804,560 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 103,411 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 21,587 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 57,383 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 12,057 |
Total of all active and inactive participants | 2018-01-01 | 91,027 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 8,207 |
Total participants | 2018-01-01 | 99,234 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 357 |
2017: LUMEN COMBINED PENSION PLAN 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 11,012,568,127 |
Acturial value of plan assets | 2017-12-31 | 11,222,755,879 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 8,193,821,232 |
Number of terminated vested participants | 2017-12-31 | 14,619 |
Fundng target for terminated vested participants | 2017-12-31 | 626,985,425 |
Active participant vested funding target | 2017-12-31 | 1,894,312,033 |
Number of active participants | 2017-12-31 | 25,582 |
Total funding liabilities for active participants | 2017-12-31 | 2,018,548,944 |
Total participant count | 2017-12-31 | 107,428 |
Total funding target for all participants | 2017-12-31 | 10,839,355,601 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 10,639,328 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 418,288,353 |
Amount remaining of carryover balance | 2017-12-31 | 10,639,328 |
Amount remaining of prefunding balance | 2017-12-31 | 418,288,353 |
Present value of excess contributions | 2017-12-31 | 90,583,622 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 96,009,581 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 96,009,581 |
Balance of carryovers at beginning of current year | 2017-12-31 | 11,469,196 |
Balance of prefunding at beginning of current year | 2017-12-31 | 546,924,426 |
Total employer contributions | 2017-12-31 | 500,000,000 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 457,884,283 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 113,693,896 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 113,693,896 |
Additional cash requirement | 2017-12-31 | 113,693,896 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 457,884,283 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 107,428 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 24,758 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 58,239 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 12,133 |
Total of all active and inactive participants | 2017-01-01 | 95,130 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 8,281 |
Total participants | 2017-01-01 | 103,411 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 320 |
2016: LUMEN COMBINED PENSION PLAN 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 11,183,714,613 |
Acturial value of plan assets | 2016-12-31 | 11,590,499,038 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 7,964,177,281 |
Number of terminated vested participants | 2016-12-31 | 14,021 |
Fundng target for terminated vested participants | 2016-12-31 | 502,755,548 |
Active participant vested funding target | 2016-12-31 | 2,277,622,534 |
Number of active participants | 2016-12-31 | 28,756 |
Total funding liabilities for active participants | 2016-12-31 | 2,401,346,531 |
Total participant count | 2016-12-31 | 110,219 |
Total funding target for all participants | 2016-12-31 | 10,868,279,360 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 10,701,396 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 324,292,603 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 10,701,396 |
Amount remaining of prefunding balance | 2016-12-31 | 324,292,603 |
Present value of excess contributions | 2016-12-31 | 90,279,329 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 95,876,647 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 95,876,647 |
Balance of carryovers at beginning of current year | 2016-12-31 | 10,639,328 |
Balance of prefunding at beginning of current year | 2016-12-31 | 418,288,353 |
Total employer contributions | 2016-12-31 | 100,000,000 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 90,583,622 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 113,361,719 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 90,583,622 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 110,219 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 25,582 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 59,531 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 14,009 |
Total of all active and inactive participants | 2016-01-01 | 99,122 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 8,306 |
Total participants | 2016-01-01 | 107,428 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 236 |
2015: LUMEN COMBINED PENSION PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 122,457 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 28,756 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 59,998 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 14,021 |
Total of all active and inactive participants | 2015-01-01 | 102,775 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 7,444 |
Total participants | 2015-01-01 | 110,219 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 171 |
2014: LUMEN COMBINED PENSION PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 8,598 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 31,915 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 2,237 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 2,056 |
Total of all active and inactive participants | 2014-01-01 | 36,208 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 176 |
Total participants | 2014-01-01 | 36,384 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 23 |
2013: LUMEN COMBINED PENSION PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 8,788 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 4,496 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 2,098 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1,867 |
Total of all active and inactive participants | 2013-01-01 | 8,461 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 137 |
Total participants | 2013-01-01 | 8,598 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 56 |
2012: LUMEN COMBINED PENSION PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 9,047 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 4,767 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 1,990 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1,903 |
Total of all active and inactive participants | 2012-01-01 | 8,660 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 128 |
Total participants | 2012-01-01 | 8,788 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 136 |
2011: LUMEN COMBINED PENSION PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 9,037 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 5,261 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 1,907 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1,775 |
Total of all active and inactive participants | 2011-01-01 | 8,943 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 104 |
Total participants | 2011-01-01 | 9,047 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 184 |
2009: LUMEN COMBINED PENSION PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 9,139 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 5,528 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 1,718 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1,762 |
Total of all active and inactive participants | 2009-01-01 | 9,008 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 173 |
Total participants | 2009-01-01 | 9,181 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 134 |
Measure | Date | Value |
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2022 : LUMEN COMBINED PENSION PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets from this plan | 2022-12-31 | $2,241,512,824 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $83,280,279 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $240,648,973 |
Total income from all sources (including contributions) | 2022-12-31 | $-984,072,864 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $622,879,650 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $590,914,922 |
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 | $4,797,530,185 |
Value of total assets at beginning of year | 2022-12-31 | $8,803,364,217 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $31,964,728 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Administrative expenses professional fees incurred | 2022-12-31 | $790,670 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $50,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $149,737 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $13,856,320 |
Other income not declared elsewhere | 2022-12-31 | $343,651 |
Administrative expenses (other) incurred | 2022-12-31 | $24,230,617 |
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 | $-1,606,952,514 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $4,714,249,906 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $8,562,715,244 |
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 master investment trust accounts at end of year | 2022-12-31 | $4,797,380,448 |
Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $8,789,507,897 |
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 | $590,914,922 |
Contract administrator fees | 2022-12-31 | $6,943,441 |
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 |
Liabilities. Value of acquisition indebtedness at end of year | 2022-12-31 | $83,280,279 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2022-12-31 | $240,648,973 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | EISNERAMPER LLP |
Accountancy firm EIN | 2022-12-31 | 871363769 |
2021 : LUMEN COMBINED PENSION PLAN 2021 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $254,667,284 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $254,667,284 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $240,648,973 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $439,383,545 |
Total income from all sources (including contributions) | 2021-12-31 | $451,405,877 |
Total of all expenses incurred | 2021-12-31 | $2,473,153,304 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,425,049,037 |
Value of total assets at end of year | 2021-12-31 | $8,803,364,217 |
Value of total assets at beginning of year | 2021-12-31 | $11,023,846,216 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $48,104,267 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $50,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-12-31 | $1,352,123,680 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $13,856,320 |
Other income not declared elsewhere | 2021-12-31 | $315,097 |
Administrative expenses (other) incurred | 2021-12-31 | $46,269,029 |
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 | $-2,021,747,427 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $8,562,715,244 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $10,584,462,671 |
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 |
Investment advisory and management fees | 2021-12-31 | $1,835,238 |
Value of interest in master investment trust accounts at end of year | 2021-12-31 | $8,789,507,897 |
Value of interest in master investment trust accounts at beginning of year | 2021-12-31 | $11,023,846,216 |
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 | $1,072,925,357 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | No |
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 |
Liabilities. Value of acquisition indebtedness at end of year | 2021-12-31 | $240,648,973 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2021-12-31 | $439,383,545 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | POSTLETHWAITE & NETTERVILLE |
Accountancy firm EIN | 2021-12-31 | 721202445 |
2020 : LUMEN COMBINED PENSION PLAN 2020 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $1,020,068,906 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $1,020,068,906 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $439,383,545 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $127,704,929 |
Total income from all sources (including contributions) | 2020-12-31 | $1,296,454,187 |
Total of all expenses incurred | 2020-12-31 | $1,211,456,415 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,157,421,827 |
Value of total assets at end of year | 2020-12-31 | $11,023,846,216 |
Value of total assets at beginning of year | 2020-12-31 | $10,627,169,828 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $54,034,588 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $50,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Other income not declared elsewhere | 2020-12-31 | $417,999 |
Administrative expenses (other) incurred | 2020-12-31 | $52,107,762 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $84,997,772 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $10,584,462,671 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $10,499,464,899 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $1,926,826 |
Value of interest in master investment trust accounts at end of year | 2020-12-31 | $11,023,846,216 |
Value of interest in master investment trust accounts at beginning of year | 2020-12-31 | $10,627,169,828 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,157,421,827 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | No |
Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Liabilities. Value of acquisition indebtedness at end of year | 2020-12-31 | $439,383,545 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2020-12-31 | $127,704,929 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | POSTLETHWAITE & NETTERVILLE |
Accountancy firm EIN | 2020-12-31 | 721202445 |
2019 : LUMEN COMBINED PENSION PLAN 2019 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $1,369,628,302 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $1,369,628,302 |
Total transfer of assets from this plan | 2019-12-31 | $23,060 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $127,704,929 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $97,216,370 |
Total income from all sources (including contributions) | 2019-12-31 | $1,647,753,896 |
Total of all expenses incurred | 2019-12-31 | $1,223,609,378 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,115,563,530 |
Value of total assets at end of year | 2019-12-31 | $10,627,169,828 |
Value of total assets at beginning of year | 2019-12-31 | $10,172,536,751 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $108,045,848 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Other income not declared elsewhere | 2019-12-31 | $-23,060 |
Administrative expenses (other) incurred | 2019-12-31 | $105,940,341 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $424,144,518 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $10,499,464,899 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $10,075,320,381 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $2,105,507 |
Value of interest in master investment trust accounts at end of year | 2019-12-31 | $10,627,169,828 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $10,172,536,751 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,115,563,530 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Liabilities. Value of acquisition indebtedness at end of year | 2019-12-31 | $127,704,929 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2019-12-31 | $97,216,370 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | POSTLETHWAITE & NETTERVILLE |
Accountancy firm EIN | 2019-12-31 | 721202445 |
2018 : LUMEN COMBINED PENSION PLAN 2018 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-490,116,533 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-490,116,533 |
Total transfer of assets from this plan | 2018-12-31 | $184,706 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $97,216,370 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $118,301,598 |
Total income from all sources (including contributions) | 2018-12-31 | $226,188,222 |
Total of all expenses incurred | 2018-12-31 | $1,238,864,405 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,178,561,564 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $500,000,000 |
Value of total assets at end of year | 2018-12-31 | $10,172,536,751 |
Value of total assets at beginning of year | 2018-12-31 | $11,206,482,868 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $60,302,841 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Administrative expenses (other) incurred | 2018-12-31 | $59,612,665 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-1,012,676,183 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $10,075,320,381 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $11,088,181,270 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $690,176 |
Value of interest in master investment trust accounts at end of year | 2018-12-31 | $10,172,536,751 |
Value of interest in master investment trust accounts at beginning of year | 2018-12-31 | $11,206,482,868 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $500,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,178,561,564 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Liabilities. Value of acquisition indebtedness at end of year | 2018-12-31 | $97,216,370 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2018-12-31 | $118,301,598 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | POSTLETHWAITE & NETTERVILLE |
Accountancy firm EIN | 2018-12-31 | 721202445 |
2017 : LUMEN COMBINED PENSION PLAN 2017 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $1,156,352,811 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $1,156,352,811 |
Total transfer of assets from this plan | 2017-12-31 | $256,652 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $118,301,598 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $136,471,260 |
Total income from all sources (including contributions) | 2017-12-31 | $1,481,513,042 |
Total of all expenses incurred | 2017-12-31 | $1,322,726,130 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,237,428,463 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $100,000,000 |
Value of total assets at end of year | 2017-12-31 | $11,206,482,868 |
Value of total assets at beginning of year | 2017-12-31 | $11,066,122,270 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $85,297,667 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Administrative expenses (other) incurred | 2017-12-31 | $85,220,897 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $158,786,912 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $11,088,181,270 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $10,929,651,010 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $76,770 |
Value of interest in master investment trust accounts at end of year | 2017-12-31 | $11,206,482,868 |
Value of interest in master investment trust accounts at beginning of year | 2017-12-31 | $11,066,122,270 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $100,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,237,428,463 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Liabilities. Value of acquisition indebtedness at end of year | 2017-12-31 | $118,301,598 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2017-12-31 | $136,471,260 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | POSTLETHWAITE & NETTERVILLE |
Accountancy firm EIN | 2017-12-31 | 721202445 |
2016 : LUMEN COMBINED PENSION PLAN 2016 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $589,971,286 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $589,971,286 |
Total transfer of assets to this plan | 2016-12-31 | $117,538 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $136,471,260 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $479,788,181 |
Total income from all sources (including contributions) | 2016-12-31 | $930,797,851 |
Total of all expenses incurred | 2016-12-31 | $1,101,246,047 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,034,016,162 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $100,000,000 |
Value of total assets at end of year | 2016-12-31 | $11,066,122,270 |
Value of total assets at beginning of year | 2016-12-31 | $11,579,769,849 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $67,229,885 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Administrative expenses (other) incurred | 2016-12-31 | $67,121,271 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $-170,448,196 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $10,929,651,010 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $11,099,981,668 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $108,614 |
Value of interest in master investment trust accounts at end of year | 2016-12-31 | $11,066,122,270 |
Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $11,579,769,849 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $100,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,034,016,162 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Liabilities. Value of acquisition indebtedness at end of year | 2016-12-31 | $136,471,260 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2016-12-31 | $479,788,181 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | POSTLETHWAITE & NETTERVILLE |
Accountancy firm EIN | 2016-12-31 | 721202445 |
2015 : LUMEN COMBINED PENSION PLAN 2015 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-301,416,224 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-301,416,224 |
Total transfer of assets to this plan | 2015-12-31 | $1,139,765 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $479,788,181 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $679,088,238 |
Total income from all sources (including contributions) | 2015-12-31 | $43,163,374 |
Total of all expenses incurred | 2015-12-31 | $1,499,669,436 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,437,637,692 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $100,000,000 |
Value of total assets at end of year | 2015-12-31 | $11,579,769,849 |
Value of total assets at beginning of year | 2015-12-31 | $13,234,436,203 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $62,031,744 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $50,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $20,900,000 |
Administrative expenses (other) incurred | 2015-12-31 | $61,912,792 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-1,456,506,062 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $11,099,981,668 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $12,555,347,965 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $118,952 |
Value of interest in master investment trust accounts at end of year | 2015-12-31 | $11,579,769,849 |
Value of interest in master investment trust accounts at beginning of year | 2015-12-31 | $13,213,536,203 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $100,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,437,637,692 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Liabilities. Value of acquisition indebtedness at end of year | 2015-12-31 | $479,788,181 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2015-12-31 | $679,088,238 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | POSTLETHWAITE & NETTERVILLE |
Accountancy firm EIN | 2015-12-31 | 721202445 |
2014 : LUMEN COMBINED PENSION PLAN 2014 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $700,000 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $700,000 |
Total transfer of assets to this plan | 2014-12-31 | $12,135,211,506 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $679,088,238 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $23,414,100 |
Total income from all sources (including contributions) | 2014-12-31 | $56,224,572 |
Total of all expenses incurred | 2014-12-31 | $45,255,615 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $43,144,996 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $12,000,000 |
Value of total assets at end of year | 2014-12-31 | $13,234,436,203 |
Value of total assets at beginning of year | 2014-12-31 | $432,581,602 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $2,110,619 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Administrative expenses professional fees incurred | 2014-12-31 | $697,444 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $50,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $20,900,000 |
Other income not declared elsewhere | 2014-12-31 | $957 |
Administrative expenses (other) incurred | 2014-12-31 | $1,358,322 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $10,968,957 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $12,555,347,965 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $409,167,502 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $54,853 |
Value of interest in master investment trust accounts at end of year | 2014-12-31 | $13,213,536,203 |
Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $432,581,602 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $12,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $43,144,996 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Liabilities. Value of acquisition indebtedness at end of year | 2014-12-31 | $679,088,238 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2014-12-31 | $23,414,100 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | POSTLETHWAITE & NETTERVILLE |
Accountancy firm EIN | 2014-12-31 | 721202445 |
2013 : LUMEN COMBINED PENSION PLAN 2013 401k financial data |
---|
Total transfer of assets to this plan | 2013-12-31 | $354,070 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $23,414,100 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $21,273,210 |
Total income from all sources (including contributions) | 2013-12-31 | $27,210,691 |
Total of all expenses incurred | 2013-12-31 | $49,810,712 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $48,233,027 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,000,000 |
Value of total assets at end of year | 2013-12-31 | $432,581,602 |
Value of total assets at beginning of year | 2013-12-31 | $452,686,663 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $1,577,685 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Administrative expenses professional fees incurred | 2013-12-31 | $437,142 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $50,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $4 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $3,963 |
Administrative expenses (other) incurred | 2013-12-31 | $778,470 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $475,785 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $-22,600,021 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $409,167,502 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $431,413,453 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $362,073 |
Value of interest in master investment trust accounts at end of year | 2013-12-31 | $432,581,602 |
Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $439,455,340 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $13,227,356 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $1,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $48,233,027 |
Contract administrator fees | 2013-12-31 | $0 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Liabilities. Value of acquisition indebtedness at end of year | 2013-12-31 | $23,414,100 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2013-12-31 | $20,797,425 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | POSTLETHWAITE & NETTERVILLE |
Accountancy firm EIN | 2013-12-31 | 721202445 |
2012 : LUMEN COMBINED PENSION PLAN 2012 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $20,762,205 |
Total income from all sources (including contributions) | 2012-12-31 | $41,994,583 |
Total of all expenses incurred | 2012-12-31 | $33,795,642 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $31,173,879 |
Value of total assets at end of year | 2012-12-31 | $441,901,121 |
Value of total assets at beginning of year | 2012-12-31 | $412,939,975 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $2,621,763 |
Total interest from all sources | 2012-12-31 | $762,507 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Administrative expenses professional fees incurred | 2012-12-31 | $736,613 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $50,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $1,947,932 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $3,963 |
Administrative expenses (other) incurred | 2012-12-31 | $1,095,146 |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $475,785 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $8,198,941 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $421,138,916 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $412,939,975 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $790,004 |
Interest earned on other investments | 2012-12-31 | $762,507 |
Value of interest in master investment trust accounts at end of year | 2012-12-31 | $428,669,799 |
Value of interest in master investment trust accounts at beginning of year | 2012-12-31 | $397,994,348 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $532,845 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $13,227,359 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $12,464,850 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $31,173,879 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $0 |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Liabilities. Value of acquisition indebtedness at end of year | 2012-12-31 | $20,286,420 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | POSTLETHWAITE & NETTERVILLE |
Accountancy firm EIN | 2012-12-31 | 721202445 |
2011 : LUMEN COMBINED PENSION PLAN 2011 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $246,311 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $246,311 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $14,569,163 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $30,384,839 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $28,882,035 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $13,575,250 |
Value of total assets at end of year | 2011-12-31 | $412,939,975 |
Value of total assets at beginning of year | 2011-12-31 | $428,755,651 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $1,502,804 |
Total interest from all sources | 2011-12-31 | $551,411 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $123,447 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $123,447 |
Administrative expenses professional fees incurred | 2011-12-31 | $1,158,023 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $50,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | Yes |
Amount of non-exempt transactions with any party-in-interest | 2011-12-31 | $2,322,929 |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $1,947,932 |
Other income not declared elsewhere | 2011-12-31 | $18,099 |
Administrative expenses (other) incurred | 2011-12-31 | $73,151 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-15,815,676 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $412,939,975 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $428,755,651 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $271,630 |
Interest earned on other investments | 2011-12-31 | $551,411 |
Value of interest in master investment trust accounts at end of year | 2011-12-31 | $397,994,348 |
Value of interest in master investment trust accounts at beginning of year | 2011-12-31 | $415,254,072 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $532,845 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $1,856,077 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $12,464,850 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $11,645,502 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $411 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $13,575,250 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $28,882,035 |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | MAYER HOFFMAN MCCANN P.C. |
Accountancy firm EIN | 2011-12-31 | 431947695 |
2010 : LUMEN COMBINED PENSION PLAN 2010 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $512,485 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $512,485 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $50,579,261 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $29,775,524 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $29,244,131 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $0 |
Value of total assets at end of year | 2010-12-31 | $428,755,651 |
Value of total assets at beginning of year | 2010-12-31 | $407,951,914 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $531,393 |
Total interest from all sources | 2010-12-31 | $566,813 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | 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 | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $20,803,737 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $428,755,651 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $407,951,914 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Interest earned on other investments | 2010-12-31 | $566,813 |
Value of interest in master investment trust accounts at end of year | 2010-12-31 | $415,254,072 |
Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $397,385,599 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $1,856,077 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $11,645,502 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $10,566,315 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $267 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $29,244,131 |
Contract administrator fees | 2010-12-31 | $531,393 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | DELOITTE & TOUCHE LLP |
Accountancy firm EIN | 2010-12-31 | 133891517 |
2009 : LUMEN COMBINED PENSION PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |