PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. TELEPHONE AND DATA SYSTEMS, INC.
Sponsor portfolioTH

TELEPHONE AND DATA SYSTEMS, INC.

EIN 36-2669023-telecommunications-Latest filing 2024
Plans
3
Retirement
2
$2.29B assets
Welfare
1
$20.9M premiums
Participants
31,730
525 JUNCTION ROAD - MADISON, WI 53717608-664-8300LinkedIn201-500 employeestelecommunications
Plans on this EIN
3 filings
#003401k-$1.78B - 14,525 part#008MoneyPurchase-$509.5M - 8,192 part#501Mixed-$20.9M - 11,995 lives

Retirement portfolio analytics

2 plans aggregated / $2.29B assets / 22,717 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • INC. TAX-DEFERRED Savings (#003)78%
  • SYSTEMS, INC. PENSION (#008)22%
Total $2.29BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • AON CONSULTING100%
Total $2.29BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. TAX-DEFERRED Savings (#003)14,525
  • SYSTEMS, INC. PENSION (#008)8,192
Total 22,717Click row to drill in

Benefits portfolio analytics

1 plan / $20.9M premiums / 11,995 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$13.7M
  • Life$6.0M
  • Short-term disability$6.0M
  • Long-term disability$6.0M
  • Other$6.0M
  • Vision$1.2M
Total $20.9M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
66%top
  • GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN66%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA29%
  • VISION SERVICE PLAN6%
Total $20.9M3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

TELEPHONE AND DATA SYSTEMS, INC. TAX-DEFERRED SAVINGS PLAN

401k

Assets$1.78B
Participants14,525
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#008

TELEPHONE AND DATA SYSTEMS, INC. PENSION PLAN

MoneyPurchase

Assets$509.5M
Participants8,192
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TELEPHONE AND DATA SYSTEMS, INC. GROUP INSURANCE PLAN

Mixed - GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN

Premiums$20.9M
Covered lives11,995
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003TELEPHONE AND DATA SYSTEMS, INC. TAX-DEFERRED SAVINGS PLAN401k$1.78B14,5252024
008TELEPHONE AND DATA SYSTEMS, INC. PENSION PLANMoneyPurchase$509.5M8,1922024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TELEPHONE AND DATA SYSTEMS, INC. GROUP INSURANCE PLANMixedGROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN$20.9M11,9952024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica