Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
AT&T INC.
EIN 43-1301883telecommunicationsLatest filing 2024
Plans
12
Retirement
5
$73.77B assets
Welfare
7
$850.1M premiums
Participants
1,883,847
Plans on this EIN
12 filings#009ESOP-$43.12B - 192,505 part#017CashBalance-$28.27B - 274,710 part#004ESOP-$2.27B - 27,558 part#011ProfitSharing-$99.9M - 915 part#007CashBalance-$20.7M - 553 part#603Mixed-$421.2M - 270,571 lives#600Fully Insured-$316.0M - 259,315 lives#601Mixed-$112.8M - 283,569 lives#017Unknown-0 lives#525Self Funded-0 lives#533Self Funded-0 lives#559Self Funded-0 lives
Retirement portfolio analytics
5 plans aggregated / $73.77B assets / 496,241 participantsParticipants by plan
Active + retired + deferred vested
- PENSION BENEFIT PLAN (#017)274,710
- AND SECURITY PLAN (#004)27,558
Benefits portfolio analytics
7 plans / $850.1M premiums / 813,455 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$543.4M
- Life$310.4M
- Other$198.3M
- Prescription drug$25.0M
- Dental$13.0M
- Vision$8.6M
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
37%top
- METROPOLITAN LIFE INSURANCE COMPANY37%
- KAISER FOUNDATION HEALTH PLAN INC24%
- UNITEDHEALTHCARE INSURANCE COMPANY24%
- JOHN HANCOCK LIFE INSURANCE COMPANY4%
- AVMED2%
- +3 more
Broker market share
Schedule A broker compensation
66%top
- ALIGHT SOLUTIONS66%
- STRATEGIC EMPLOYEE BENEFIT SERVICES33%
- AON CONSULTING INC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#009
AT&T RETIREMENT SAVINGS PLAN
ESOP
Assets$43.12B
Participants192,505
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#017
AT&T PENSION BENEFIT PLAN
CashBalance
Assets$28.27B
Participants274,710
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
AT&T SAVINGS AND SECURITY PLAN
ESOP
Assets$2.27B
Participants27,558
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#011
AT&T PUERTO RICO RETIREMENT SAVINGS PLAN
ProfitSharing
Assets$99.9M
Participants915
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007
AT&T PUERTO RICO PENSION BENEFIT PLAN
CashBalance
Assets$20.7M
Participants553
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#603
AT&T UMBRELLA BENEFIT PLAN NO. 3
Mixed - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$421.2M
Covered lives270,571
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#600
AT&T UMBRELLA BENEFIT PLAN NO. 1
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$316.0M
Covered lives259,315
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#601
AT&T UMBRELLA BENEFIT PLAN NO. 2
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$112.8M
Covered lives283,569
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#017
AT&T PENSION BENEFIT PLAN
Unknown
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#525
AT&T PENSION BENEFIT PLAN - UNFUNDED
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#533
AT&T FLEXIBLE SPENDING ACCOUNT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#559
AT&T INC. SEVERANCE PAY PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans5
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 009 | AT&T RETIREMENT SAVINGS PLAN | ESOP | $43.12B | 192,505 | 2024 | |
| 017 | AT&T PENSION BENEFIT PLAN | CashBalance | $28.27B | 274,710 | 2024 | |
| 004 | AT&T SAVINGS AND SECURITY PLAN | ESOP | $2.27B | 27,558 | 2024 | |
| 011 | AT&T PUERTO RICO RETIREMENT SAVINGS PLAN | ProfitSharing | $99.9M | 915 | 2024 | |
| 007 | AT&T PUERTO RICO PENSION BENEFIT PLAN | CashBalance | $20.7M | 553 | 2024 |
Welfare plans7
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 603 | AT&T UMBRELLA BENEFIT PLAN NO. 3 | Mixed | KAISER FOUNDATION HEALTH PLAN, INC. | $421.2M | 270,571 | 2024 | |
| 600 | AT&T UMBRELLA BENEFIT PLAN NO. 1 | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $316.0M | 259,315 | 2024 | |
| 601 | AT&T UMBRELLA BENEFIT PLAN NO. 2 | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $112.8M | 283,569 | 2024 | |
| 017 | AT&T PENSION BENEFIT PLAN | Unknown | - | $0 | 0 | 2024 | |
| 525 | AT&T PENSION BENEFIT PLAN - UNFUNDED | Self Funded | - | $0 | 0 | 2024 | |
| 533 | AT&T FLEXIBLE SPENDING ACCOUNT PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 559 | AT&T INC. SEVERANCE PAY PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans