Retirement plan
AT&T PUERTO RICO PENSION BENEFIT PLAN
AT&T INC.EIN 43-1301883Plan #007PY 2022
Other plans on this EIN
4 filingsProspect flagsWind-down / frozen
Filing contacts
From the Form 5500, federal recordPlan administrator signer
INGRID BERNER
Signed 11/29/2023
Plan administrator entity
AT&T SERVICES, INC.
EIN 742782655
Summary metrics
Total assets (EOY)
$20.4M
-2.9% from 2016
Total participants
691
+3.9% from 2016
Average account balance
$0
No prior year
Annual return
-17.41%
-6.21 pp from 2016
Benchmarks
Peer group
Industry51 - Information
Plan typeDefined benefit
Participants25-99
Cohort65 peers
Snapshot2022
0
Participant deferral / active EE
$0
median $0
0
Employer contribution / active EE
$0
median $8,000
0
Participation rate
0.0%
median 0.0%
0
Avg account balance
$0
median $51,337
0
Admin fee / account holder
$0
median $254
28
Annual return
-17.41%
median -13.58%
Overall peer rank
28of 100
28th percentileavg across 6 metrics
Analytics
2015 - 2024
Total assets (EOY)
Plan-year ending balance
$20.67M
Average account balance
Total assets / participants with a balance (line 6g)
$37K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
532
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
$2.88M
Contributions per participant
Average employer and participant contribution per enrolled participant
$137K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
-1.85%
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 #2306719
5005 LBJ FREEWAY, 14TH FLOOR
DALLAS, TX 75244
(214) 989-2679
Signed 2023-09-20
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 codes1A1C3H3J
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).
- 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).
- 3HControlled group memberPlan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
- 3JU.S.-based Puerto Rico dual-qualified planU.S.-based plan that covers residents of Puerto Rico and is qualified under both Code section 401 and section 1165 of the Internal Revenue Code of Puerto Rico.
Opportunity flags
1 tripped
- InformationalWind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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