Retirement plan
AT&T PENSION BENEFIT PLAN
AT&T INC.EIN 43-1301883Plan #006PY 2016
Other plans on this EIN
4 filingsProspect flagsHigh retiree %Low employer contribution
Filing contacts
From the Form 5500, federal recordPlan administrator signer
LARRY RUZICKA
Signed 10/10/2017
Plan administrator entity
AT&T SERVICES, INC.
EIN 742782655
Summary metrics
Total assets (EOY)
$51244.6M
-1.0% from 2016
Total participants
516,691
+0.3% from 2016
Average account balance
$0
No prior year
Annual return
7.74%
-6.39 pp from 2016
Benchmarks
Peer group
Industryany (size+type match)
Plan typeDefined benefit
Participants>=10,000
Cohort244 peers
Snapshot2016
0
Participant deferral / active EE
$0
median $34
6
Employer contribution / active EE
$857
median $6,216
0
Participation rate
0.0%
median 0.0%
0
Avg account balance
$0
median $40,289
0
Admin fee / account holder
$0
median $312
68
Annual return
7.74%
median 6.89%
Overall peer rank
37of 100
37th percentileavg across 6 metrics
Analytics
2015 - 2019
Total assets (EOY)
Plan-year ending balance
$0
Average account balance
Total assets / participants with a balance (line 6g)
$103K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
307,614
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
0.0%
Contributions (total)
Employer and participant dollars contributed each year
$80.00M
Contributions per participant
Average employer and participant contribution per enrolled participant
$470
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
-87.83%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$0
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
- Mutual / pooled
- Stocks
- Bonds
- Cash
- Real estate
- Loans
Service providers
Providers data not reported
Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.
Enrolled actuary
1 attachment
SB
BRIAN J. WALKER, ASA, EA
AON CONSULTING, INC.
Enrollment #1706719
2711 NORTH HASKELL AVENUE 8TH FLOOR
DALLAS, TX 75204
(214) 989-2679
Signed 2017-10-03
Top hat statement on fileNQDC
Filed July 29, 2006 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Plan features & details
Pension benefit codes1A1B1C3F3H
Plan features
- 1ABenefits are primarily pay relatedBenefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
- 1BBenefits are primarily flat dollarBenefits are primarily a flat dollar amount (including a dollar amount per year of service).
- 1CCash balance or similar planA cash balance formula in a defined benefit plan that expresses the accrued benefit in terms more common to a defined contribution plan such as a hypothetical account balance or single sum amount (includes personal account plan pension equity plan life cycle plan and cash account plan).
- 3FLeased employeesPlan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
- 3HControlled group memberPlan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
Opportunity flags
2 tripped
- OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
- InformationalHigh retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Audit opinion
Schedule H Part III
Unqualified opinion
Auditor signed off without reservation - the cleanest possible opinion.
- Auditor firm
- ERNST & YOUNG LLP
- Auditor EIN
- 346565596
- Audit fees
- (not subdivided)
- Opinion code
- Unqualified