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Sponsor portfolioTH

TELEPHONE AND DATA SYSTEMS, INC.

EIN 36-2669023-telecommunications-Latest filing 2025
Plans
3
Retirement
2
$2.05B assets
Welfare
1
$18.5M premiums
Participants
23,900
525 JUNCTION ROAD - MADISON, WI 53717608-664-8300LinkedIn201-500 employeestelecommunications
Plans on this EIN
3 filings
#003401k-$1.59B - 12,108 part#008MoneyPurchase-$459.6M - 6,330 part#501Mixed-$18.5M - 6,122 lives

Retirement portfolio analytics

2 plans aggregated / $2.05B assets / 18,438 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • INC. TAX-DEFERRED Savings (#003)78%
  • SYSTEMS, INC. PENSION (#008)22%
Total $2.05BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • AON CONSULTING100%
Total $2.05BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. TAX-DEFERRED Savings (#003)12,108
  • SYSTEMS, INC. PENSION (#008)6,330
Total 18,438Click row to drill in

Benefits portfolio analytics

1 plan / $18.5M premiums / 6,122 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$13.0M
  • Life$4.6M
  • Short-term disability$4.6M
  • Long-term disability$4.6M
  • Other$4.6M
  • Vision$929K
Total $18.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
70%top
  • GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN70%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA25%
  • VISION SERVICE PLAN5%
Total $18.5M3 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$1.59B
Participants12,108
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$459.6M
Participants6,330
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$18.5M
Covered lives6,122
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$1.59B12,1082025
008TELEPHONE AND DATA SYSTEMS, INC. PENSION PLANMoneyPurchase$459.6M6,3302025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TELEPHONE AND DATA SYSTEMS, INC. GROUP INSURANCE PLANMixedGROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN$18.5M6,1222025
Retirement plans
Welfare plans
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