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AT&T UMBRELLA BENEFIT PLAN NO. 1 401k Plan overview

Plan NameAT&T UMBRELLA BENEFIT PLAN NO. 1
Plan identification number 600

AT&T UMBRELLA BENEFIT PLAN NO. 1 Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)
  • Other welfare benefit cover
  • Collectively bargained welfare benefit arrangement under Code section 419A(f)(5).

401k Sponsoring company profile

AT&T INC. has sponsored the creation of one or more 401k plans.

Company Name:AT&T INC.
Employer identification number (EIN):431301883
NAIC Classification:515210
NAIC Description:Cable and Other Subscription Programming

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AT&T UMBRELLA BENEFIT PLAN NO. 1

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
6002024-01-01INGRID BERNER
6002023-01-01
6002023-01-01INGRID BERNER
6002022-01-01
6002022-01-01INGRID BERNER
6002021-01-01
6002021-01-01PAUL W. STEPHENS
6002020-01-01
6002019-01-01
6002017-01-01PAUL W. STEPHENS
6002016-01-01LARRY RUZICKA
6002015-01-01LARRY RUZICKA
6002014-01-01LARRY RUZICKA
6002013-01-01LARRY RUZICKA
6002012-01-01LARRY RUZICKA
6002011-01-01JOHN STEPHENS
6002009-01-01JOHN J. STEPHENS - SR.VP CONTROLLER JOHN J. STEPHENS - SR.VP CONTROLLER2010-10-15

Plan Statistics for AT&T UMBRELLA BENEFIT PLAN NO. 1

401k plan membership statisitcs for AT&T UMBRELLA BENEFIT PLAN NO. 1

Measure Date Value
2023: AT&T UMBRELLA BENEFIT PLAN NO. 1 2023 401k membership
Total participants, beginning-of-year2023-01-01308,466
Total number of active participants reported on line 7a of the Form 55002023-01-010
Number of retired or separated participants receiving benefits2023-01-01302,269
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-01302,269
2022: AT&T UMBRELLA BENEFIT PLAN NO. 1 2022 401k membership
Total participants, beginning-of-year2022-01-01310,312
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-01307,286
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01307,286
2021: AT&T UMBRELLA BENEFIT PLAN NO. 1 2021 401k membership
Total participants, beginning-of-year2021-01-01314,213
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-01312,880
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01312,880
2020: AT&T UMBRELLA BENEFIT PLAN NO. 1 2020 401k membership
Total participants, beginning-of-year2020-01-01314,670
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-01312,304
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01312,304
2019: AT&T UMBRELLA BENEFIT PLAN NO. 1 2019 401k membership
Total participants, beginning-of-year2019-01-01316,459
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-01314,762
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01314,762
2017: AT&T UMBRELLA BENEFIT PLAN NO. 1 2017 401k membership
Total participants, beginning-of-year2017-01-01327,337
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-01321,874
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01321,874
2016: AT&T UMBRELLA BENEFIT PLAN NO. 1 2016 401k membership
Total participants, beginning-of-year2016-01-01321,849
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-01317,438
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01317,438
2015: AT&T UMBRELLA BENEFIT PLAN NO. 1 2015 401k membership
Total participants, beginning-of-year2015-01-01326,514
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-01322,173
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01322,173
Total participants2015-01-01322,173
2014: AT&T UMBRELLA BENEFIT PLAN NO. 1 2014 401k membership
Total participants, beginning-of-year2014-01-01333,008
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-01328,757
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01328,757
2013: AT&T UMBRELLA BENEFIT PLAN NO. 1 2013 401k membership
Total participants, beginning-of-year2013-01-01538,321
Total number of active participants reported on line 7a of the Form 55002013-01-01191,255
Number of retired or separated participants receiving benefits2013-01-01341,189
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01532,444
2012: AT&T UMBRELLA BENEFIT PLAN NO. 1 2012 401k membership
Total participants, beginning-of-year2012-01-01591,993
Total number of active participants reported on line 7a of the Form 55002012-01-01244,056
Number of retired or separated participants receiving benefits2012-01-01336,568
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01580,624
2011: AT&T UMBRELLA BENEFIT PLAN NO. 1 2011 401k membership
Total participants, beginning-of-year2011-01-01604,818
Total number of active participants reported on line 7a of the Form 55002011-01-01253,673
Number of retired or separated participants receiving benefits2011-01-01340,645
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01594,318
2009: AT&T UMBRELLA BENEFIT PLAN NO. 1 2009 401k membership
Total participants, beginning-of-year2009-01-01611,685
Total number of active participants reported on line 7a of the Form 55002009-01-01272,656
Number of retired or separated participants receiving benefits2009-01-01327,750
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01600,406

Financial Data on AT&T UMBRELLA BENEFIT PLAN NO. 1

Measure Date Value
2023 : AT&T UMBRELLA BENEFIT PLAN NO. 1 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$38,870,000
Total unrealized appreciation/depreciation of assets2023-12-31$38,870,000
Total transfer of assets from this plan2023-12-31$506,584,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$77,707,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$108,546,000
Total income from all sources (including contributions)2023-12-31$478,441,000
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$774,326,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$762,905,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$303,437,000
Value of total assets at end of year2023-12-31$1,394,291,000
Value of total assets at beginning of year2023-12-31$2,227,599,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$11,421,000
Total interest from all sources2023-12-31$3,129,000
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$559,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$24,692,000
Participant contributions at end of year2023-12-31$1,000
Participant contributions at beginning of year2023-12-31$4,258,000
Assets. Other investments not covered elsewhere at end of year2023-12-31$77,000
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$23,988,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$288,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$5,728,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$33,603,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$55,351,000
Other income not declared elsewhere2023-12-31$12,000
Administrative expenses (other) incurred2023-12-31$157,000
Liabilities. Value of operating payables at end of year2023-12-31$2,123,000
Liabilities. Value of operating payables at beginning of year2023-12-31$1,488,000
Total non interest bearing cash at end of year2023-12-31$0
Total non interest bearing cash at beginning of year2023-12-31$41,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$-295,885,000
Value of net assets at end of year (total assets less liabilities)2023-12-31$1,316,584,000
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$2,119,053,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Assets. partnership/joint venture interests at end of year2023-12-31$12,361,000
Assets. partnership/joint venture interests at beginning of year2023-12-31$22,375,000
Investment advisory and management fees2023-12-31$283,000
Interest earned on other investments2023-12-31$3,129,000
Value of interest in master investment trust accounts at end of year2023-12-31$1,136,437,000
Value of interest in master investment trust accounts at beginning of year2023-12-31$173,610,000
Value of interest in common/collective trusts at end of year2023-12-31$0
Value of interest in common/collective trusts at beginning of year2023-12-31$846,605,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$15,478,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$77,895,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$77,895,000
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$156,739,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Assets. Invements in employer securities at end of year2023-12-31$0
Assets. Invements in employer securities at beginning of year2023-12-31$859,000
Contributions received in cash from employer2023-12-31$278,745,000
Income. Dividends from common stock2023-12-31$559,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$606,166,000
Contract administrator fees2023-12-31$7,971,000
Assets. Corporate common stocks other than exployer securities at end of year2023-12-31$229,649,000
Assets. Corporate common stocks other than exployer securities at beginning of year2023-12-31$1,072,240,000
Liabilities. Value of benefit claims payable at end of year2023-12-31$41,981,000
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$51,707,000
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31FORVIS MAZARS, LLP
Accountancy firm EIN2023-12-31440160260
Unrealized appreciation/depreciation of other (non real estate) assets2023-01-01$38,870,000
Total unrealized appreciation/depreciation of assets2023-01-01$38,870,000
Total transfer of assets from this plan2023-01-01$506,584,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$77,707,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$108,546,000
Total income from all sources (including contributions)2023-01-01$478,441,000
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$774,326,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$762,905,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$303,437,000
Value of total assets at end of year2023-01-01$1,394,291,000
Value of total assets at beginning of year2023-01-01$2,227,599,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$11,421,000
Total interest from all sources2023-01-01$3,129,000
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$559,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$1,000,000
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$24,692,000
Participant contributions at end of year2023-01-01$1,000
Participant contributions at beginning of year2023-01-01$4,258,000
Assets. Other investments not covered elsewhere at end of year2023-01-01$77,000
Assets. Other investments not covered elsewhere at beginning of year2023-01-01$23,988,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-01-01$288,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-01-01$5,728,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-01-01$33,603,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-01-01$55,351,000
Other income not declared elsewhere2023-01-01$12,000
Administrative expenses (other) incurred2023-01-01$157,000
Liabilities. Value of operating payables at end of year2023-01-01$2,123,000
Liabilities. Value of operating payables at beginning of year2023-01-01$1,488,000
Total non interest bearing cash at end of year2023-01-01$0
Total non interest bearing cash at beginning of year2023-01-01$41,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$-295,885,000
Value of net assets at end of year (total assets less liabilities)2023-01-01$1,316,584,000
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$2,119,053,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Assets. partnership/joint venture interests at end of year2023-01-01$12,361,000
Assets. partnership/joint venture interests at beginning of year2023-01-01$22,375,000
Investment advisory and management fees2023-01-01$283,000
Interest earned on other investments2023-01-01$3,129,000
Value of interest in master investment trust accounts at end of year2023-01-01$1,136,437,000
Value of interest in master investment trust accounts at beginning of year2023-01-01$173,610,000
Value of interest in common/collective trusts at end of year2023-01-01$0
Value of interest in common/collective trusts at beginning of year2023-01-01$846,605,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-01$15,478,000
Expenses. Payments to insurance carriers foe the provision of benefits2023-01-01$156,739,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Assets. Invements in employer securities at end of year2023-01-01$0
Assets. Invements in employer securities at beginning of year2023-01-01$859,000
Contributions received in cash from employer2023-01-01$278,745,000
Income. Dividends from common stock2023-01-01$559,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$606,166,000
Contract administrator fees2023-01-01$7,971,000
Assets. Corporate common stocks other than exployer securities at end of year2023-01-01$229,649,000
Assets. Corporate common stocks other than exployer securities at beginning of year2023-01-01$1,072,240,000
Liabilities. Value of benefit claims payable at end of year2023-01-01$41,981,000
Liabilities. Value of benefit claims payable at beginning of year2023-01-01$51,707,000
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01FORVIS MAZARS, LLP
Accountancy firm EIN2023-01-01440160260
2022 : AT&T UMBRELLA BENEFIT PLAN NO. 1 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-99,416,000
Total unrealized appreciation/depreciation of assets2022-12-31$-99,416,000
Total transfer of assets from this plan2022-12-31$120,919,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$108,546,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$226,540,000
Total income from all sources (including contributions)2022-12-31$-57,045,000
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$898,500,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$884,947,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$310,033,000
Value of total assets at end of year2022-12-31$2,227,599,000
Value of total assets at beginning of year2022-12-31$3,422,057,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$13,553,000
Total interest from all sources2022-12-31$4,212,000
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$18,233,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$1,224,000
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$38,569,000
Participant contributions at end of year2022-12-31$4,258,000
Participant contributions at beginning of year2022-12-31$12,374,000
Assets. Other investments not covered elsewhere at end of year2022-12-31$23,988,000
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$16,950,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$5,728,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$29,341,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$55,351,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$52,689,000
Other income not declared elsewhere2022-12-31$-29,000
Administrative expenses (other) incurred2022-12-31$3,590,000
Liabilities. Value of operating payables at end of year2022-12-31$1,488,000
Liabilities. Value of operating payables at beginning of year2022-12-31$3,518,000
Total non interest bearing cash at end of year2022-12-31$41,000
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-955,545,000
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,119,053,000
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,195,517,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$22,375,000
Assets. partnership/joint venture interests at beginning of year2022-12-31$37,294,000
Investment advisory and management fees2022-12-31$2,358,000
Interest earned on other investments2022-12-31$4,212,000
Value of interest in master investment trust accounts at end of year2022-12-31$173,610,000
Value of interest in master investment trust accounts at beginning of year2022-12-31$173,212,000
Value of interest in common/collective trusts at end of year2022-12-31$846,605,000
Value of interest in common/collective trusts at beginning of year2022-12-31$1,052,565,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$77,895,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$675,398,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$675,398,000
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$277,431,000
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$-290,228,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$859,000
Assets. Invements in employer securities at beginning of year2022-12-31$1,117,000
Contributions received in cash from employer2022-12-31$271,464,000
Income. Dividends from common stock2022-12-31$18,233,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$607,516,000
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$1,721,000
Contract administrator fees2022-12-31$6,381,000
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$1,072,240,000
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$1,422,085,000
Liabilities. Value of benefit claims payable at end of year2022-12-31$51,707,000
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$170,333,000
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
Unrealized appreciation/depreciation of other (non real estate) assets2022-01-01$-99,416,000
Total unrealized appreciation/depreciation of assets2022-01-01$-99,416,000
Total transfer of assets from this plan2022-01-01$120,919,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$108,546,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$226,540,000
Total income from all sources (including contributions)2022-01-01$-57,045,000
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$898,500,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$884,947,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$310,033,000
Value of total assets at end of year2022-01-01$2,227,599,000
Value of total assets at beginning of year2022-01-01$3,422,057,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$13,553,000
Total interest from all sources2022-01-01$4,212,000
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$18,233,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Administrative expenses professional fees incurred2022-01-01$1,224,000
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$1,000,000
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$38,569,000
Participant contributions at end of year2022-01-01$4,258,000
Participant contributions at beginning of year2022-01-01$12,374,000
Assets. Other investments not covered elsewhere at end of year2022-01-01$23,988,000
Assets. Other investments not covered elsewhere at beginning of year2022-01-01$16,950,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-01-01$5,728,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-01-01$29,341,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-01-01$55,351,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-01-01$52,689,000
Other income not declared elsewhere2022-01-01$-29,000
Administrative expenses (other) incurred2022-01-01$3,590,000
Liabilities. Value of operating payables at end of year2022-01-01$1,488,000
Liabilities. Value of operating payables at beginning of year2022-01-01$3,518,000
Total non interest bearing cash at end of year2022-01-01$41,000
Total non interest bearing cash at beginning of year2022-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-955,545,000
Value of net assets at end of year (total assets less liabilities)2022-01-01$2,119,053,000
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$3,195,517,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Assets. partnership/joint venture interests at end of year2022-01-01$22,375,000
Assets. partnership/joint venture interests at beginning of year2022-01-01$37,294,000
Investment advisory and management fees2022-01-01$2,358,000
Interest earned on other investments2022-01-01$4,212,000
Value of interest in master investment trust accounts at end of year2022-01-01$173,610,000
Value of interest in master investment trust accounts at beginning of year2022-01-01$173,212,000
Value of interest in common/collective trusts at end of year2022-01-01$846,605,000
Value of interest in common/collective trusts at beginning of year2022-01-01$1,052,565,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-01$77,895,000
Assets. Value of investments in 103.12 investment entities at end of year2022-01-01$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-01-01$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-01-01$277,431,000
Asset value of US Government securities at end of year2022-01-01$0
Asset value of US Government securities at beginning of year2022-01-01$0
Net investment gain or loss from common/collective trusts2022-01-01$-290,228,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01Yes
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Assets. Invements in employer securities at end of year2022-01-01$859,000
Assets. Invements in employer securities at beginning of year2022-01-01$1,117,000
Contributions received in cash from employer2022-01-01$271,464,000
Income. Dividends from common stock2022-01-01$18,233,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$607,516,000
Asset. Corporate debt instrument debt (other) at end of year2022-01-01$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-01-01$1,721,000
Contract administrator fees2022-01-01$6,381,000
Assets. Corporate common stocks other than exployer securities at end of year2022-01-01$1,072,240,000
Assets. Corporate common stocks other than exployer securities at beginning of year2022-01-01$1,422,085,000
Liabilities. Value of benefit claims payable at end of year2022-01-01$51,707,000
Liabilities. Value of benefit claims payable at beginning of year2022-01-01$170,333,000
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01FORVIS, LLP
Accountancy firm EIN2022-01-01440160260
2021 : AT&T UMBRELLA BENEFIT PLAN NO. 1 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$153,403,000
Total unrealized appreciation/depreciation of assets2021-12-31$153,403,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$226,540,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$251,835,000
Total income from all sources (including contributions)2021-12-31$885,156,000
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,527,178,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,485,692,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$667,506,000
Value of total assets at end of year2021-12-31$3,422,057,000
Value of total assets at beginning of year2021-12-31$4,089,374,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$41,486,000
Total interest from all sources2021-12-31$15,992,000
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$15,550,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$1,009,000
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$151,929,000
Participant contributions at end of year2021-12-31$12,374,000
Participant contributions at beginning of year2021-12-31$12,767,000
Assets. Other investments not covered elsewhere at end of year2021-12-31$16,950,000
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$148,617,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$29,341,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$12,710,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$52,689,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$114,361,000
Other income not declared elsewhere2021-12-31$-58,000
Administrative expenses (other) incurred2021-12-31$-1,839,000
Liabilities. Value of operating payables at end of year2021-12-31$3,518,000
Liabilities. Value of operating payables at beginning of year2021-12-31$11,838,000
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$1,374,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-642,022,000
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,195,517,000
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,837,539,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$37,294,000
Assets. partnership/joint venture interests at beginning of year2021-12-31$48,410,000
Investment advisory and management fees2021-12-31$1,635,000
Interest earned on other investments2021-12-31$15,992,000
Value of interest in master investment trust accounts at end of year2021-12-31$173,212,000
Value of interest in master investment trust accounts at beginning of year2021-12-31$151,242,000
Value of interest in common/collective trusts at end of year2021-12-31$1,052,565,000
Value of interest in common/collective trusts at beginning of year2021-12-31$1,037,633,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$675,398,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$808,828,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$808,828,000
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$467,000
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$434,845,000
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$122,968,000
Net investment gain or loss from common/collective trusts2021-12-31$30,906,000
Net gain/loss from 103.12 investment entities2021-12-31$-117,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$1,117,000
Assets. Invements in employer securities at beginning of year2021-12-31$36,590,000
Contributions received in cash from employer2021-12-31$515,577,000
Income. Dividends from common stock2021-12-31$15,550,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,050,847,000
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$1,721,000
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$313,753,000
Contract administrator fees2021-12-31$40,681,000
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$1,422,085,000
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$1,394,015,000
Liabilities. Value of benefit claims payable at end of year2021-12-31$170,333,000
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$125,636,000
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : AT&T UMBRELLA BENEFIT PLAN NO. 1 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$178,212,000
Total unrealized appreciation/depreciation of assets2020-12-31$178,212,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$251,835,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$260,320,000
Total income from all sources (including contributions)2020-12-31$1,252,757,000
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,532,772,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,479,481,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$923,526,000
Value of total assets at end of year2020-12-31$4,089,374,000
Value of total assets at beginning of year2020-12-31$4,377,874,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$53,291,000
Total interest from all sources2020-12-31$32,948,000
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$18,778,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$766,000
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$169,026,000
Participant contributions at end of year2020-12-31$12,767,000
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$148,617,000
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$366,081,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$12,710,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$47,383,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$114,361,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$121,715,000
Other income not declared elsewhere2020-12-31$-43,000
Administrative expenses (other) incurred2020-12-31$1,426,000
Liabilities. Value of operating payables at end of year2020-12-31$11,838,000
Liabilities. Value of operating payables at beginning of year2020-12-31$2,773,000
Total non interest bearing cash at end of year2020-12-31$1,374,000
Total non interest bearing cash at beginning of year2020-12-31$4,033,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-280,015,000
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,837,539,000
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,117,554,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$48,410,000
Assets. partnership/joint venture interests at beginning of year2020-12-31$90,494,000
Investment advisory and management fees2020-12-31$16,755,000
Interest earned on other investments2020-12-31$32,948,000
Value of interest in master investment trust accounts at end of year2020-12-31$151,242,000
Value of interest in master investment trust accounts at beginning of year2020-12-31$136,966,000
Value of interest in common/collective trusts at end of year2020-12-31$1,037,633,000
Value of interest in common/collective trusts at beginning of year2020-12-31$989,101,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$808,828,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$559,732,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$559,732,000
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$467,000
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$8,682,000
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$366,694,000
Asset value of US Government securities at end of year2020-12-31$122,968,000
Asset value of US Government securities at beginning of year2020-12-31$163,713,000
Net investment gain or loss from common/collective trusts2020-12-31$98,642,000
Net gain/loss from 103.12 investment entities2020-12-31$-1,694,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$36,590,000
Assets. Invements in employer securities at beginning of year2020-12-31$139,324,000
Contributions received in cash from employer2020-12-31$754,500,000
Income. Dividends from common stock2020-12-31$18,778,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,112,787,000
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$313,753,000
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$528,652,000
Contract administrator fees2020-12-31$34,344,000
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$1,394,015,000
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$1,343,713,000
Liabilities. Value of benefit claims payable at end of year2020-12-31$125,636,000
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$135,832,000
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BKD, LLP
Accountancy firm EIN2020-12-31440160260
2019 : AT&T UMBRELLA BENEFIT PLAN NO. 1 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$458,622,000
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$458,622,000
Total unrealized appreciation/depreciation of assets2019-12-31$458,622,000
Total unrealized appreciation/depreciation of assets2019-12-31$458,622,000
Total transfer of assets to this plan2019-12-31$488,000
Total transfer of assets to this plan2019-12-31$488,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$260,320,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$260,320,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$364,675,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$364,675,000
Total income from all sources (including contributions)2019-12-31$1,493,856,000
Total income from all sources (including contributions)2019-12-31$1,493,856,000
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,633,653,000
Total of all expenses incurred2019-12-31$1,633,653,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,599,568,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,599,568,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$870,688,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$870,688,000
Value of total assets at end of year2019-12-31$4,377,874,000
Value of total assets at beginning of year2019-12-31$4,621,538,000
Value of total assets at beginning of year2019-12-31$4,621,538,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$34,085,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$34,085,000
Total interest from all sources2019-12-31$63,503,000
Total interest from all sources2019-12-31$63,503,000
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$30,675,000
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$30,675,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$861,000
Administrative expenses professional fees incurred2019-12-31$861,000
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$25,000,000
Value of fidelity bond cover2019-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$149,878,000
Contributions received from participants2019-12-31$149,878,000
Assets. Other investments not covered elsewhere at end of year2019-12-31$366,081,000
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$438,855,000
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$438,855,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$47,383,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$37,130,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$37,130,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$121,715,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$121,715,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$182,846,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$182,846,000
Other income not declared elsewhere2019-12-31$735,000
Other income not declared elsewhere2019-12-31$735,000
Administrative expenses (other) incurred2019-12-31$1,153,000
Administrative expenses (other) incurred2019-12-31$1,153,000
Liabilities. Value of operating payables at end of year2019-12-31$2,773,000
Liabilities. Value of operating payables at end of year2019-12-31$2,773,000
Liabilities. Value of operating payables at beginning of year2019-12-31$2,450,000
Liabilities. Value of operating payables at beginning of year2019-12-31$2,450,000
Total non interest bearing cash at end of year2019-12-31$4,033,000
Total non interest bearing cash at end of year2019-12-31$4,033,000
Total non interest bearing cash at beginning of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-139,797,000
Value of net income/loss2019-12-31$-139,797,000
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,117,554,000
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,117,554,000
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,256,863,000
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,256,863,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$90,494,000
Assets. partnership/joint venture interests at beginning of year2019-12-31$108,903,000
Assets. partnership/joint venture interests at beginning of year2019-12-31$108,903,000
Investment advisory and management fees2019-12-31$3,911,000
Investment advisory and management fees2019-12-31$3,911,000
Interest earned on other investments2019-12-31$63,503,000
Interest earned on other investments2019-12-31$63,503,000
Value of interest in master investment trust accounts at end of year2019-12-31$136,966,000
Value of interest in master investment trust accounts at beginning of year2019-12-31$191,608,000
Value of interest in master investment trust accounts at beginning of year2019-12-31$191,608,000
Value of interest in common/collective trusts at end of year2019-12-31$989,101,000
Value of interest in common/collective trusts at beginning of year2019-12-31$244,170,000
Value of interest in common/collective trusts at beginning of year2019-12-31$244,170,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$559,732,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$679,399,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$679,399,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$679,399,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$679,399,000
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$8,682,000
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$5,529,000
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$5,529,000
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$403,901,000
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$403,901,000
Asset value of US Government securities at end of year2019-12-31$163,713,000
Asset value of US Government securities at beginning of year2019-12-31$305,780,000
Asset value of US Government securities at beginning of year2019-12-31$305,780,000
Net investment gain or loss from common/collective trusts2019-12-31$66,860,000
Net investment gain or loss from common/collective trusts2019-12-31$66,860,000
Net gain/loss from 103.12 investment entities2019-12-31$1,191,000
Net gain/loss from 103.12 investment entities2019-12-31$1,191,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$139,324,000
Assets. Invements in employer securities at beginning of year2019-12-31$166,705,000
Assets. Invements in employer securities at beginning of year2019-12-31$166,705,000
Contributions received in cash from employer2019-12-31$720,810,000
Contributions received in cash from employer2019-12-31$720,810,000
Income. Dividends from common stock2019-12-31$30,675,000
Income. Dividends from common stock2019-12-31$30,675,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,195,667,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,195,667,000
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$528,652,000
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$618,201,000
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$618,201,000
Contract administrator fees2019-12-31$28,160,000
Contract administrator fees2019-12-31$28,160,000
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$1,343,713,000
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$1,825,258,000
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$1,825,258,000
Liabilities. Value of benefit claims payable at end of year2019-12-31$135,832,000
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$179,379,000
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$179,379,000
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm EIN2019-12-31440160260
Accountancy firm EIN2019-12-31440160260
2018 : AT&T UMBRELLA BENEFIT PLAN NO. 1 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$42,845,000
Total unrealized appreciation/depreciation of assets2018-12-31$42,845,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$364,675,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$460,538,000
Total income from all sources (including contributions)2018-12-31$221,067,000
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,850,235,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,810,221,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$436,444,000
Value of total assets at end of year2018-12-31$4,621,538,000
Value of total assets at beginning of year2018-12-31$6,346,569,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$40,014,000
Total interest from all sources2018-12-31$72,025,000
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$41,615,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$1,446,000
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$177,299,000
Assets. Other investments not covered elsewhere at end of year2018-12-31$438,855,000
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$120,131,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$37,130,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$54,190,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$182,846,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$280,726,000
Other income not declared elsewhere2018-12-31$-462,000
Administrative expenses (other) incurred2018-12-31$699,000
Liabilities. Value of operating payables at end of year2018-12-31$2,450,000
Liabilities. Value of operating payables at beginning of year2018-12-31$277,000
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$2,055,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,629,168,000
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,256,863,000
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,886,031,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$108,903,000
Assets. partnership/joint venture interests at beginning of year2018-12-31$142,871,000
Investment advisory and management fees2018-12-31$5,213,000
Interest earned on other investments2018-12-31$72,025,000
Value of interest in master investment trust accounts at end of year2018-12-31$191,608,000
Value of interest in master investment trust accounts at beginning of year2018-12-31$120,852,000
Value of interest in common/collective trusts at end of year2018-12-31$244,170,000
Value of interest in common/collective trusts at beginning of year2018-12-31$864,959,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$679,399,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,330,127,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,330,127,000
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$5,529,000
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$20,994,000
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$482,670,000
Asset value of US Government securities at end of year2018-12-31$305,780,000
Asset value of US Government securities at beginning of year2018-12-31$755,439,000
Net investment gain or loss from common/collective trusts2018-12-31$-368,363,000
Net gain/loss from 103.12 investment entities2018-12-31$-4,720,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$166,705,000
Assets. Invements in employer securities at beginning of year2018-12-31$218,166,000
Contributions received in cash from employer2018-12-31$259,145,000
Income. Dividends from common stock2018-12-31$41,615,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,327,551,000
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$618,201,000
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$618,520,000
Contract administrator fees2018-12-31$32,656,000
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$1,825,258,000
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$2,098,265,000
Liabilities. Value of benefit claims payable at end of year2018-12-31$179,379,000
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$179,535,000
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31BKD, LLP
Accountancy firm EIN2018-12-31440160260
2017 : AT&T UMBRELLA BENEFIT PLAN NO. 1 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$462,861,000
Total unrealized appreciation/depreciation of assets2017-12-31$462,861,000
Total transfer of assets to this plan2017-12-31$2,561,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$460,538,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$526,231,000
Total income from all sources (including contributions)2017-12-31$1,931,440,000
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,911,922,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,869,767,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,318,006,000
Value of total assets at end of year2017-12-31$6,346,569,000
Value of total assets at beginning of year2017-12-31$6,390,183,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$42,155,000
Total interest from all sources2017-12-31$1,594,000
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$110,403,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$6,446,000
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$199,343,000
Assets. Other investments not covered elsewhere at end of year2017-12-31$120,131,000
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$129,095,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$54,190,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$46,267,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$280,726,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$272,575,000
Other income not declared elsewhere2017-12-31$-45,000
Administrative expenses (other) incurred2017-12-31$392,000
Liabilities. Value of operating payables at end of year2017-12-31$277,000
Liabilities. Value of operating payables at beginning of year2017-12-31$11,764,000
Total non interest bearing cash at end of year2017-12-31$2,055,000
Total non interest bearing cash at beginning of year2017-12-31$2,780,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$19,518,000
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,886,031,000
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,863,952,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$142,871,000
Assets. partnership/joint venture interests at beginning of year2017-12-31$180,062,000
Investment advisory and management fees2017-12-31$6,898,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$175,430,000
Interest earned on other investments2017-12-31$1,594,000
Value of interest in master investment trust accounts at end of year2017-12-31$120,852,000
Value of interest in master investment trust accounts at beginning of year2017-12-31$208,732,000
Value of interest in common/collective trusts at end of year2017-12-31$864,959,000
Value of interest in common/collective trusts at beginning of year2017-12-31$834,113,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,330,127,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$612,024,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$612,024,000
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$20,994,000
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$32,859,000
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$476,002,000
Asset value of US Government securities at end of year2017-12-31$755,439,000
Asset value of US Government securities at beginning of year2017-12-31$704,608,000
Net investment gain or loss from common/collective trusts2017-12-31$35,749,000
Net gain/loss from 103.12 investment entities2017-12-31$1,448,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$218,166,000
Assets. Invements in employer securities at beginning of year2017-12-31$336,601,000
Contributions received in cash from employer2017-12-31$1,118,663,000
Income. Dividends from common stock2017-12-31$110,403,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,393,765,000
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$618,520,000
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$594,656,000
Contract administrator fees2017-12-31$28,419,000
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$2,098,265,000
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$2,532,956,000
Liabilities. Value of benefit claims payable at end of year2017-12-31$179,535,000
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$241,892,000
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31BKD, LLP
Accountancy firm EIN2017-12-31440160260
2016 : AT&T UMBRELLA BENEFIT PLAN NO. 1 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$257,802,000
Total unrealized appreciation/depreciation of assets2016-12-31$257,802,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$526,231,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$619,269,000
Total income from all sources (including contributions)2016-12-31$1,562,405,000
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,154,483,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,090,092,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,152,455,000
Value of total assets at end of year2016-12-31$6,390,183,000
Value of total assets at beginning of year2016-12-31$7,075,299,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$64,391,000
Total interest from all sources2016-12-31$97,352,000
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$25,000,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$17,174,000
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$232,064,000
Assets. Other investments not covered elsewhere at end of year2016-12-31$129,095,000
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$195,750,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$46,267,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$104,816,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$272,575,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$356,544,000
Administrative expenses (other) incurred2016-12-31$-1,943,000
Liabilities. Value of operating payables at end of year2016-12-31$11,764,000
Liabilities. Value of operating payables at beginning of year2016-12-31$3,592,000
Total non interest bearing cash at end of year2016-12-31$2,780,000
Total non interest bearing cash at beginning of year2016-12-31$1,813,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-592,078,000
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,863,952,000
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,456,030,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$180,062,000
Assets. partnership/joint venture interests at beginning of year2016-12-31$240,151,000
Investment advisory and management fees2016-12-31$8,267,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$175,430,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$220,151,000
Interest earned on other investments2016-12-31$97,352,000
Value of interest in master investment trust accounts at end of year2016-12-31$208,732,000
Value of interest in master investment trust accounts at beginning of year2016-12-31$56,833,000
Value of interest in common/collective trusts at end of year2016-12-31$834,113,000
Value of interest in common/collective trusts at beginning of year2016-12-31$816,619,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$612,024,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,307,955,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,307,955,000
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$32,859,000
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$40,609,000
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$447,181,000
Asset value of US Government securities at end of year2016-12-31$704,608,000
Asset value of US Government securities at beginning of year2016-12-31$650,491,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$773,000
Net investment gain or loss from common/collective trusts2016-12-31$24,709,000
Net gain/loss from 103.12 investment entities2016-12-31$4,314,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$336,601,000
Assets. Invements in employer securities at beginning of year2016-12-31$396,340,000
Contributions received in cash from employer2016-12-31$920,391,000
Income. Dividends from common stock2016-12-31$25,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,642,911,000
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$594,656,000
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$561,529,000
Contract administrator fees2016-12-31$40,893,000
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$2,532,956,000
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$2,482,242,000
Liabilities. Value of benefit claims payable at end of year2016-12-31$241,892,000
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$259,133,000
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BKD, LLP
Accountancy firm EIN2016-12-31440160260
2015 : AT&T UMBRELLA BENEFIT PLAN NO. 1 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-120,704,000
Total unrealized appreciation/depreciation of assets2015-12-31$-120,704,000
Total transfer of assets to this plan2015-12-31$10,288,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$619,269,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$632,932,000
Total income from all sources (including contributions)2015-12-31$1,036,866,000
Total loss/gain on sale of assets2015-12-31$47,946,000
Total of all expenses incurred2015-12-31$2,274,334,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,196,459,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$953,503,000
Value of total assets at end of year2015-12-31$7,075,299,000
Value of total assets at beginning of year2015-12-31$8,316,142,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$77,875,000
Total interest from all sources2015-12-31$9,000
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$24,787,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$34,000
Assets. Real estate other than employer real property at end of year2015-12-31$0
Assets. Real estate other than employer real property at beginning of year2015-12-31$59,007,000
Administrative expenses professional fees incurred2015-12-31$2,384,000
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$238,202,000
Assets. Other investments not covered elsewhere at end of year2015-12-31$195,750,000
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$173,335,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$104,816,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$113,071,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$356,544,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$419,989,000
Other income not declared elsewhere2015-12-31$93,235,000
Administrative expenses (other) incurred2015-12-31$4,034,000
Liabilities. Value of operating payables at end of year2015-12-31$3,592,000
Liabilities. Value of operating payables at beginning of year2015-12-31$6,760,000
Total non interest bearing cash at end of year2015-12-31$1,813,000
Total non interest bearing cash at beginning of year2015-12-31$1,558,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,237,468,000
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,456,030,000
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,683,210,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$240,151,000
Assets. partnership/joint venture interests at beginning of year2015-12-31$257,581,000
Investment advisory and management fees2015-12-31$15,920,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$220,151,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$271,987,000
Income. Interest from corporate debt instruments2015-12-31$1,000
Value of interest in master investment trust accounts at end of year2015-12-31$56,833,000
Value of interest in master investment trust accounts at beginning of year2015-12-31$43,625,000
Value of interest in common/collective trusts at end of year2015-12-31$816,619,000
Value of interest in common/collective trusts at beginning of year2015-12-31$791,559,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,307,955,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,508,834,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,508,834,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$8,000
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$40,609,000
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$232,994,000
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$437,466,000
Asset value of US Government securities at end of year2015-12-31$650,491,000
Asset value of US Government securities at beginning of year2015-12-31$646,677,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$95,000
Net investment gain/loss from pooled separate accounts2015-12-31$11,588,000
Net investment gain or loss from common/collective trusts2015-12-31$3,093,000
Net gain/loss from 103.12 investment entities2015-12-31$23,314,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$396,340,000
Assets. Invements in employer securities at beginning of year2015-12-31$10,606,000
Contributions received in cash from employer2015-12-31$715,301,000
Income. Dividends from common stock2015-12-31$24,753,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,758,993,000
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$561,529,000
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$565,325,000
Contract administrator fees2015-12-31$55,537,000
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$2,482,242,000
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$3,639,983,000
Liabilities. Value of benefit claims payable at end of year2015-12-31$259,133,000
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$206,183,000
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$5,276,590,000
Aggregate carrying amount (costs) on sale of assets2015-12-31$5,228,644,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31BKD, LLP
Accountancy firm EIN2015-12-31440160260
2014 : AT&T UMBRELLA BENEFIT PLAN NO. 1 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$80,684,000
Total unrealized appreciation/depreciation of assets2014-12-31$80,684,000
Total transfer of assets to this plan2014-12-31$557,000
Total transfer of assets from this plan2014-12-31$288,630,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$632,932,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$968,557,000
Total income from all sources (including contributions)2014-12-31$1,855,826,000
Total loss/gain on sale of assets2014-12-31$25,249,000
Total of all expenses incurred2014-12-31$2,623,647,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,497,052,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,466,107,000
Value of total assets at end of year2014-12-31$8,316,142,000
Value of total assets at beginning of year2014-12-31$9,707,661,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$126,595,000
Total income from rents2014-12-31$214,000
Total interest from all sources2014-12-31$262,000
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$25,560,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$37,000
Assets. Real estate other than employer real property at end of year2014-12-31$59,007,000
Assets. Real estate other than employer real property at beginning of year2014-12-31$81,524,000
Administrative expenses professional fees incurred2014-12-31$653,000
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$25,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$416,873,000
Assets. Other investments not covered elsewhere at end of year2014-12-31$173,335,000
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$391,564,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$113,071,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$79,736,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$419,989,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$595,206,000
Other income not declared elsewhere2014-12-31$123,091,000
Administrative expenses (other) incurred2014-12-31$881,000
Liabilities. Value of operating payables at end of year2014-12-31$6,760,000
Liabilities. Value of operating payables at beginning of year2014-12-31$16,561,000
Total non interest bearing cash at end of year2014-12-31$1,558,000
Total non interest bearing cash at beginning of year2014-12-31$1,813,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-767,821,000
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,683,210,000
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,739,104,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$257,581,000
Assets. partnership/joint venture interests at beginning of year2014-12-31$354,276,000
Investment advisory and management fees2014-12-31$19,780,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$271,987,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$399,948,000
Income. Interest from corporate debt instruments2014-12-31$192,000
Value of interest in master investment trust accounts at end of year2014-12-31$43,625,000
Value of interest in master investment trust accounts at beginning of year2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$791,559,000
Value of interest in common/collective trusts at beginning of year2014-12-31$761,768,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,508,834,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,444,368,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,444,368,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$70,000
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$232,994,000
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$224,911,000
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$496,617,000
Asset value of US Government securities at end of year2014-12-31$646,677,000
Asset value of US Government securities at beginning of year2014-12-31$605,404,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$532,000
Net investment gain/loss from pooled separate accounts2014-12-31$82,196,000
Net investment gain or loss from common/collective trusts2014-12-31$49,981,000
Net gain/loss from 103.12 investment entities2014-12-31$1,950,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$10,606,000
Assets. Invements in employer securities at beginning of year2014-12-31$13,471,000
Contributions received in cash from employer2014-12-31$1,049,234,000
Income. Dividends from preferred stock2014-12-31$321,000
Income. Dividends from common stock2014-12-31$25,202,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,000,435,000
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$565,325,000
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$590,199,000
Contract administrator fees2014-12-31$105,281,000
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$3,639,983,000
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$3,758,679,000
Liabilities. Value of benefit claims payable at end of year2014-12-31$206,183,000
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$356,790,000
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$90,455,000
Aggregate carrying amount (costs) on sale of assets2014-12-31$65,206,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31BKD, LLP
Accountancy firm EIN2014-12-31440160260
2013 : AT&T UMBRELLA BENEFIT PLAN NO. 1 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$884,655,000
Total unrealized appreciation/depreciation of assets2013-12-31$884,655,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$968,557,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,285,007,000
Total income from all sources (including contributions)2013-12-31$5,736,077,000
Total loss/gain on sale of assets2013-12-31$78,390,000
Total of all expenses incurred2013-12-31$6,002,103,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,711,811,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,357,304,000
Value of total assets at end of year2013-12-31$9,707,661,000
Value of total assets at beginning of year2013-12-31$10,290,137,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$290,292,000
Total interest from all sources2013-12-31$1,513,000
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$25,708,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$13,000
Assets. Real estate other than employer real property at end of year2013-12-31$81,524,000
Assets. Real estate other than employer real property at beginning of year2013-12-31$86,582,000
Administrative expenses professional fees incurred2013-12-31$867,000
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$25,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$496,832,000
Assets. Other investments not covered elsewhere at end of year2013-12-31$391,564,000
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$625,348,000
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$24,906,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$79,736,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$86,240,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$595,206,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$854,555,000
Other income not declared elsewhere2013-12-31$148,633,000
Administrative expenses (other) incurred2013-12-31$43,792,000
Liabilities. Value of operating payables at end of year2013-12-31$16,561,000
Liabilities. Value of operating payables at beginning of year2013-12-31$13,354,000
Total non interest bearing cash at end of year2013-12-31$1,813,000
Total non interest bearing cash at beginning of year2013-12-31$1,630,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-266,026,000
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,739,104,000
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,005,130,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$354,276,000
Assets. partnership/joint venture interests at beginning of year2013-12-31$378,901,000
Investment advisory and management fees2013-12-31$18,790,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$399,948,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$230,480,000
Income. Interest from US Government securities2013-12-31$164,000
Income. Interest from corporate debt instruments2013-12-31$1,155,000
Value of interest in common/collective trusts at end of year2013-12-31$761,768,000
Value of interest in common/collective trusts at beginning of year2013-12-31$805,663,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,444,368,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$582,055,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$582,055,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$194,000
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$224,911,000
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$433,813,000
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$1,114,979,000
Asset value of US Government securities at end of year2013-12-31$605,404,000
Asset value of US Government securities at beginning of year2013-12-31$646,611,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$15,003,000
Net investment gain/loss from pooled separate accounts2013-12-31$161,065,000
Net investment gain or loss from common/collective trusts2013-12-31$-21,123,000
Net gain/loss from 103.12 investment entities2013-12-31$84,929,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$13,471,000
Assets. Invements in employer securities at beginning of year2013-12-31$23,391,000
Contributions received in cash from employer2013-12-31$3,835,566,000
Income. Dividends from preferred stock2013-12-31$347,000
Income. Dividends from common stock2013-12-31$25,348,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,596,832,000
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$590,199,000
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$577,725,000
Contract administrator fees2013-12-31$226,843,000
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$3,758,679,000
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$5,811,698,000
Liabilities. Value of benefit claims payable at end of year2013-12-31$356,790,000
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$417,098,000
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$6,094,382,000
Aggregate carrying amount (costs) on sale of assets2013-12-31$6,015,992,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31BKD, LLP
Accountancy firm EIN2013-12-31440160260
2012 : AT&T UMBRELLA BENEFIT PLAN NO. 1 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$779,807,000
Total unrealized appreciation/depreciation of assets2012-12-31$779,807,000
Total transfer of assets from this plan2012-12-31$37,754,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,285,007,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,589,258,000
Total income from all sources (including contributions)2012-12-31$5,511,764,000
Total loss/gain on sale of assets2012-12-31$37,008,000
Total of all expenses incurred2012-12-31$6,185,258,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,912,829,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,228,043,000
Value of total assets at end of year2012-12-31$10,290,137,000
Value of total assets at beginning of year2012-12-31$11,305,636,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$272,429,000
Total interest from all sources2012-12-31$1,654,000
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$23,179,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$3,000
Assets. Real estate other than employer real property at end of year2012-12-31$86,582,000
Assets. Real estate other than employer real property at beginning of year2012-12-31$85,619,000
Administrative expenses professional fees incurred2012-12-31$871,000
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$52,595,000
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$25,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$448,716,000
Assets. Other investments not covered elsewhere at end of year2012-12-31$625,348,000
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$889,221,000
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$28,715,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$86,240,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$139,753,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$854,555,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$1,186,418,000
Other income not declared elsewhere2012-12-31$194,148,000
Administrative expenses (other) incurred2012-12-31$383,000
Liabilities. Value of operating payables at end of year2012-12-31$13,354,000
Liabilities. Value of operating payables at beginning of year2012-12-31$4,131,000
Total non interest bearing cash at end of year2012-12-31$1,630,000
Total non interest bearing cash at beginning of year2012-12-31$329,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-673,494,000
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,005,130,000
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,716,378,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at end of year2012-12-31$378,901,000
Assets. partnership/joint venture interests at beginning of year2012-12-31$503,781,000
Investment advisory and management fees2012-12-31$16,332,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$230,480,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$241,581,000
Interest earned on other investments2012-12-31$54,000
Income. Interest from US Government securities2012-12-31$213,000
Income. Interest from corporate debt instruments2012-12-31$1,349,000
Value of interest in common/collective trusts at end of year2012-12-31$805,663,000
Value of interest in common/collective trusts at beginning of year2012-12-31$823,348,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$582,055,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$897,101,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$897,101,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$38,000
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$433,813,000
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$540,096,000
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$1,076,068,000
Asset value of US Government securities at end of year2012-12-31$646,611,000
Asset value of US Government securities at beginning of year2012-12-31$672,751,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$38,671,000
Net investment gain/loss from pooled separate accounts2012-12-31$96,293,000
Net investment gain or loss from common/collective trusts2012-12-31$50,013,000
Net gain/loss from 103.12 investment entities2012-12-31$62,948,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$23,391,000
Assets. Invements in employer securities at beginning of year2012-12-31$29,584,000
Contributions received in cash from employer2012-12-31$3,750,612,000
Income. Dividends from preferred stock2012-12-31$316,000
Income. Dividends from common stock2012-12-31$22,860,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,836,761,000
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$577,725,000
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$529,549,000
Contract administrator fees2012-12-31$254,843,000
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$5,811,698,000
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$5,900,328,000
Liabilities. Value of benefit claims payable at end of year2012-12-31$417,098,000
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$398,709,000
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$6,142,524,000
Aggregate carrying amount (costs) on sale of assets2012-12-31$6,105,516,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31BKD, LLP
Accountancy firm EIN2012-12-31440160260
2011 : AT&T UMBRELLA BENEFIT PLAN NO. 1 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-812,523,000
Total unrealized appreciation/depreciation of assets2011-12-31$-812,523,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,589,258,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,694,545,000
Total income from all sources (including contributions)2011-12-31$3,256,757,000
Total loss/gain on sale of assets2011-12-31$218,822,000
Total of all expenses incurred2011-12-31$6,166,159,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,888,837,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,479,139,000
Value of total assets at end of year2011-12-31$11,305,636,000
Value of total assets at beginning of year2011-12-31$14,320,325,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$277,322,000
Total interest from all sources2011-12-31$42,396,000
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$181,507,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$2,481,000
Assets. Real estate other than employer real property at end of year2011-12-31$85,619,000
Assets. Real estate other than employer real property at beginning of year2011-12-31$109,894,000
Administrative expenses professional fees incurred2011-12-31$1,539,000
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$52,595,000
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$84,139,000
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$25,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$435,974,000
Assets. Other investments not covered elsewhere at end of year2011-12-31$889,221,000
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$1,790,920,000
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$28,661,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$139,753,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$364,734,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$1,186,418,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$1,194,370,000
Other income not declared elsewhere2011-12-31$92,322,000
Administrative expenses (other) incurred2011-12-31$3,731,000
Liabilities. Value of operating payables at end of year2011-12-31$4,131,000
Liabilities. Value of operating payables at beginning of year2011-12-31$1,443,000
Total non interest bearing cash at end of year2011-12-31$329,000
Total non interest bearing cash at beginning of year2011-12-31$19,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-2,909,402,000
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,716,378,000
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$12,625,780,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at end of year2011-12-31$503,781,000
Assets. partnership/joint venture interests at beginning of year2011-12-31$623,153,000
Investment advisory and management fees2011-12-31$47,088,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$241,581,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$357,842,000
Interest earned on other investments2011-12-31$2,011,000
Income. Interest from US Government securities2011-12-31$15,191,000
Income. Interest from corporate debt instruments2011-12-31$23,172,000
Value of interest in common/collective trusts at end of year2011-12-31$823,348,000
Value of interest in common/collective trusts at beginning of year2011-12-31$944,544,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$897,101,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$971,716,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$971,716,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$2,022,000
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$540,096,000
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$545,588,000
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$1,060,480,000
Asset value of US Government securities at end of year2011-12-31$672,751,000
Asset value of US Government securities at beginning of year2011-12-31$863,433,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-33,710,000
Net investment gain/loss from pooled separate accounts2011-12-31$17,691,000
Net investment gain or loss from common/collective trusts2011-12-31$81,885,000
Net gain/loss from 103.12 investment entities2011-12-31$-10,772,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$29,584,000
Assets. Invements in employer securities at beginning of year2011-12-31$23,431,000
Contributions received in cash from employer2011-12-31$3,014,504,000
Income. Dividends from preferred stock2011-12-31$1,582,000
Income. Dividends from common stock2011-12-31$177,444,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,828,357,000
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$211,278,000
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$529,549,000
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$273,368,000
Contract administrator fees2011-12-31$224,964,000
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$5,900,328,000
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$7,156,266,000
Liabilities. Value of benefit claims payable at end of year2011-12-31$398,709,000
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$498,732,000
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$6,692,424,000
Aggregate carrying amount (costs) on sale of assets2011-12-31$6,473,602,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31BKD, LLP
Accountancy firm EIN2011-12-31440160260
2010 : AT&T UMBRELLA BENEFIT PLAN NO. 1 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$662,327,000
Total unrealized appreciation/depreciation of assets2010-12-31$662,327,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,694,545,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,543,230,000
Total income from all sources (including contributions)2010-12-31$7,311,035,000
Total loss/gain on sale of assets2010-12-31$200,854,000
Total of all expenses incurred2010-12-31$5,799,819,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,513,906,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$5,790,679,000
Value of total assets at end of year2010-12-31$14,320,325,000
Value of total assets at beginning of year2010-12-31$12,657,794,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$285,913,000
Total interest from all sources2010-12-31$37,356,000
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$120,658,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$5,269,000
Assets. Real estate other than employer real property at end of year2010-12-31$109,894,000
Assets. Real estate other than employer real property at beginning of year2010-12-31$231,337,000
Administrative expenses professional fees incurred2010-12-31$1,201,000
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$84,139,000
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$25,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$386,236,000
Assets. Other investments not covered elsewhere at end of year2010-12-31$1,790,920,000
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$1,251,610,000
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$30,143,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$364,734,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$52,654,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$1,194,370,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$924,484,000
Other income not declared elsewhere2010-12-31$91,280,000
Administrative expenses (other) incurred2010-12-31$3,634,000
Liabilities. Value of operating payables at end of year2010-12-31$1,443,000
Liabilities. Value of operating payables at beginning of year2010-12-31$1,024,000
Total non interest bearing cash at end of year2010-12-31$19,000
Total non interest bearing cash at beginning of year2010-12-31$1,360,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,511,216,000
Value of net assets at end of year (total assets less liabilities)2010-12-31$12,625,780,000
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$11,114,564,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$623,153,000
Assets. partnership/joint venture interests at beginning of year2010-12-31$527,152,000
Investment advisory and management fees2010-12-31$56,400,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$357,842,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$316,828,000
Value of interest in pooled separate accounts at end of year2010-12-31$0
Value of interest in pooled separate accounts at beginning of year2010-12-31$760,685,000
Interest earned on other investments2010-12-31$1,720,000
Income. Interest from US Government securities2010-12-31$13,000,000
Income. Interest from corporate debt instruments2010-12-31$22,704,000
Value of interest in common/collective trusts at end of year2010-12-31$944,544,000
Value of interest in common/collective trusts at beginning of year2010-12-31$2,163,342,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$971,716,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$511,774,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$511,774,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$-68,000
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$545,588,000
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$798,089,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$649,000
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$867,322,000
Asset value of US Government securities at end of year2010-12-31$863,433,000
Asset value of US Government securities at beginning of year2010-12-31$418,555,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$15,213,000
Net investment gain/loss from pooled separate accounts2010-12-31$87,951,000
Net investment gain or loss from common/collective trusts2010-12-31$231,960,000
Net gain/loss from 103.12 investment entities2010-12-31$72,757,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$23,431,000
Assets. Invements in employer securities at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$5,374,300,000
Income. Dividends from preferred stock2010-12-31$1,407,000
Income. Dividends from common stock2010-12-31$113,982,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,646,584,000
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$211,278,000
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$273,368,000
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$434,360,000
Contract administrator fees2010-12-31$224,678,000
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$7,156,266,000
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$5,189,399,000
Liabilities. Value of benefit claims payable at end of year2010-12-31$498,732,000
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$617,722,000
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$8,833,676,000
Aggregate carrying amount (costs) on sale of assets2010-12-31$8,632,822,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31BKD, LLP
Accountancy firm EIN2010-12-31440160260

Form 5500 Responses for AT&T UMBRELLA BENEFIT PLAN NO. 1

2023: AT&T UMBRELLA BENEFIT PLAN NO. 1 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: AT&T UMBRELLA BENEFIT PLAN NO. 1 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: AT&T UMBRELLA BENEFIT PLAN NO. 1 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AT&T UMBRELLA BENEFIT PLAN NO. 1 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AT&T UMBRELLA BENEFIT PLAN NO. 1 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2017: AT&T UMBRELLA BENEFIT PLAN NO. 1 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AT&T UMBRELLA BENEFIT PLAN NO. 1 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: AT&T UMBRELLA BENEFIT PLAN NO. 1 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: AT&T UMBRELLA BENEFIT PLAN NO. 1 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: AT&T UMBRELLA BENEFIT PLAN NO. 1 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: AT&T UMBRELLA BENEFIT PLAN NO. 1 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: AT&T UMBRELLA BENEFIT PLAN NO. 1 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: AT&T UMBRELLA BENEFIT PLAN NO. 1 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberLIQUIDITY
Policy instance 5
Insurance contract or identification numberLIQUIDITY
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number730247
Policy instance 4
Insurance contract or identification number730247
Number of Individuals Covered37
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $276,670
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number102607-G
Policy instance 3
Insurance contract or identification number102607-G
Number of Individuals Covered267350
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,773
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?Yes
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberFIXED
Policy instance 2
Insurance contract or identification numberFIXED
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberINTL EQUITY
Policy instance 1
Insurance contract or identification numberINTL EQUITY
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberEQUITY INDEX
Policy instance 6
Insurance contract or identification numberEQUITY INDEX
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number102607-G
Policy instance 3
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number730247
Policy instance 4
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberLIQUIDITY
Policy instance 5
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberEQUITY INDEX
Policy instance 6
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberINTL EQUITY
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberFIXED
Policy instance 2
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number100351-260
Policy instance 13
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number43-7110
Policy instance 12
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number43-260
Policy instance 11
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number100351-280
Policy instance 10
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number730247
Policy instance 9
AVMED HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 95263 )
Policy contract numberAABW-LOC1-R
Policy instance 8
PRIORITY HEALTH (National Association of Insurance Commissioners NAIC id number: 95561 )
Policy contract number495100
Policy instance 7
HEALTH ADVANTAGE (National Association of Insurance Commissioners NAIC id number: 95442 )
Policy contract number776414
Policy instance 6
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number102607-G
Policy instance 5
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberFIXED
Policy instance 4
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract numberH07983-5
Policy instance 3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberINTL EQUITY
Policy instance 2
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number100351-111
Policy instance 1
TRIPLE S (National Association of Insurance Commissioners NAIC id number: 55816 )
Policy contract numberSP0003564
Policy instance 14
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number43-111
Policy instance 15
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number43-333
Policy instance 16
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number43-280
Policy instance 19
KAISER FOUNDATION HEALTH PLAN OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95669 )
Policy contract number173-01
Policy instance 29
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number43-7270
Policy instance 28
BLUE CARE NETWORK OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 95610 )
Policy contract number00100037/R002
Policy instance 27
HEALTH NET (National Association of Insurance Commissioners NAIC id number: 95567 )
Policy contract number70174,70175 ALL
Policy instance 26
KAISER FOUNDATION HEALTH PLAN INC (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number43-222
Policy instance 25
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number169
Policy instance 24
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number100351-7270
Policy instance 23
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number100351-222
Policy instance 18
HAWAII MEDICAL SERVICE ASSOC. (National Association of Insurance Commissioners NAIC id number: 49948 )
Policy contract number12780,22891
Policy instance 20
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberLIQUIDITY
Policy instance 21
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberEQUITY INDEX
Policy instance 22
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number100351-7110
Policy instance 17
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number100351-280
Policy instance 12
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberINTL EQUITY
Policy instance 2
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number43-260
Policy instance 13
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number43-7110
Policy instance 14
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number003284806
Policy instance 15
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number003284807
Policy instance 16
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number100351-260
Policy instance 17
TRIPLE S (National Association of Insurance Commissioners NAIC id number: 55816 )
Policy contract numberSP0003564
Policy instance 18
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95109 )
Policy contract number0486864-0486865
Policy instance 11
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number730247
Policy instance 10
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number100351-111
Policy instance 1
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract numberH07983-5
Policy instance 3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberFIXED
Policy instance 4
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number102607-G
Policy instance 5
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 0 )
Policy contract number140499
Policy instance 6
HEALTH ADVANTAGE (National Association of Insurance Commissioners NAIC id number: 95442 )
Policy contract number776414
Policy instance 7
PRIORITY HEALTH (National Association of Insurance Commissioners NAIC id number: 95561 )
Policy contract number495100
Policy instance 8
AVMED HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 95263 )
Policy contract number122618-22,3057
Policy instance 9
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number43-111
Policy instance 19
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number43-333
Policy instance 20
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number100351-7110
Policy instance 21
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number169
Policy instance 32
KAISER FOUNDATION HEALTH PLAN INC (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number43-222
Policy instance 33
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number2465050
Policy instance 34
HEALTH NET (National Association of Insurance Commissioners NAIC id number: 95567 )
Policy contract number70174,70175 ALL
Policy instance 35
BLUE CARE NETWORK OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 95610 )
Policy contract number00100037/R002
Policy instance 37
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number43-7270
Policy instance 38
KAISER FOUNDATION HEALTH PLAN OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95669 )
Policy contract number173-01
Policy instance 39
GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN (National Association of Insurance Commissioners NAIC id number: 95311 )
Policy contract number7088080-3
Policy instance 36
HEALTH PLAN UPPER OHIO VALLEY (National Association of Insurance Commissioners NAIC id number: 95677 )
Policy contract number1258057
Policy instance 31
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number100351-7270
Policy instance 30
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number100351-222
Policy instance 22
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number43-280
Policy instance 23
HAWAII MEDICAL SERVICE ASSOC. (National Association of Insurance Commissioners NAIC id number: 49948 )
Policy contract number12780,22891
Policy instance 24
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberLIQUIDITY
Policy instance 25
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0486864-0486865
Policy instance 26
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberEQUITY INDEX
Policy instance 27
HEALTH ALLIANCE PLAN (National Association of Insurance Commissioners NAIC id number: 95844 )
Policy contract number10000718-COBRA
Policy instance 28
HEALTH ALLIANCE PLAN (National Association of Insurance Commissioners NAIC id number: 95844 )
Policy contract number10000718-RETIRE
Policy instance 29
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number003284805
Policy instance 34
HEALTH PLAN UPPER OHIO VALLEY (National Association of Insurance Commissioners NAIC id number: 95677 )
Policy contract number1258057
Policy instance 35
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number169
Policy instance 36
KAISER FOUNDATION HEALTH PLAN INC (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number43-222
Policy instance 37
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number2465050
Policy instance 38
HEALTH NET (National Association of Insurance Commissioners NAIC id number: 95567 )
Policy contract number70174,70175 ALL
Policy instance 39
GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN (National Association of Insurance Commissioners NAIC id number: 95311 )
Policy contract number7088080-4
Policy instance 40
BLUE CARE NETWORK OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 95610 )
Policy contract number00100037/R002
Policy instance 41
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number43-7270
Policy instance 42
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number730247
Policy instance 10
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number100351-7270
Policy instance 33
HEALTH ALLIANCE PLAN (National Association of Insurance Commissioners NAIC id number: 95844 )
Policy contract number10000718-RETIRE
Policy instance 32
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number100351-111
Policy instance 1
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number003284806
Policy instance 15
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number43-7110
Policy instance 14
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number43-260
Policy instance 13
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number100351-280
Policy instance 12
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95109 )
Policy contract number0486864-0486865
Policy instance 11
AVMED HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 95263 )
Policy contract number122618-22,3057
Policy instance 9
PRIORITY HEALTH (National Association of Insurance Commissioners NAIC id number: 95561 )
Policy contract number495100
Policy instance 8
HEALTH ADVANTAGE (National Association of Insurance Commissioners NAIC id number: 95442 )
Policy contract number776414
Policy instance 7
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 0 )
Policy contract number140499
Policy instance 6
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number102607-G
Policy instance 5
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberFIXED
Policy instance 4
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract numberH07983-5
Policy instance 3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberINTL EQUITY
Policy instance 2
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number003284807
Policy instance 16
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number100351-260
Policy instance 17
KAISER FOUNDATION HEALTH PLAN OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95669 )
Policy contract number173-01
Policy instance 31
KAISER FOUNDATION HEALTH PLAN OF GEORGIA INC. (National Association of Insurance Commissioners NAIC id number: 96237 )
Policy contract number57-01
Policy instance 30
HEALTH ALLIANCE PLAN (National Association of Insurance Commissioners NAIC id number: 95844 )
Policy contract number10000718-COBRA
Policy instance 29
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberEQUITY INDEX
Policy instance 28
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0486864-0486865
Policy instance 27
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberLIQUIDITY
Policy instance 26
HAWAII MEDICAL SERVICE ASSOC. (National Association of Insurance Commissioners NAIC id number: 49948 )
Policy contract number12780,22891
Policy instance 25
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number43-280
Policy instance 24
TRIPLE S (National Association of Insurance Commissioners NAIC id number: 55816 )
Policy contract numberSP0003564
Policy instance 18
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number43-111
Policy instance 19
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number43-333
Policy instance 20
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number100351-7110
Policy instance 21
KAISER FOUNDATION HEALTH PLAN OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95669 )
Policy contract number173-11
Policy instance 22
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number100351-222
Policy instance 23
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number43-7110
Policy instance 22
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number43-260
Policy instance 21
HUMANA HEALTH PLAN, INC. (National Association of Insurance Commissioners NAIC id number: 95885 )
Policy contract number183886
Policy instance 20
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number100351-280
Policy instance 19
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95109 )
Policy contract number0486864-0486865
Policy instance 18
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number730247
Policy instance 17
HUMANA HEALTH PLAN, INC. (National Association of Insurance Commissioners NAIC id number: 95885 )
Policy contract number295018
Policy instance 23
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number003284806
Policy instance 24
PARAMOUNT HEALTH CARE (National Association of Insurance Commissioners NAIC id number: 95189 )
Policy contract number031000002
Policy instance 25
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number003284807
Policy instance 26
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number100351-260
Policy instance 27
TRIPLE S (National Association of Insurance Commissioners NAIC id number: 55816 )
Policy contract numberSP0003564
Policy instance 28
HUMANA MEDICAL PLAN, INC. (National Association of Insurance Commissioners NAIC id number: 95270 )
Policy contract number137611
Policy instance 29
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number43-111
Policy instance 30
AVMED HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 95263 )
Policy contract number122618-21,3057
Policy instance 16
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number100351-333
Policy instance 15
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberINTL EQUITY
Policy instance 2
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract numberH07983-5
Policy instance 3
HORIZON HEALTHCARE SERVICES, INC. (National Association of Insurance Commissioners NAIC id number: 95529 )
Policy contract number6777045
Policy instance 4
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberFIXED
Policy instance 5
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number43-7112
Policy instance 6
HUMANA HEALTH PLAN, INC. (National Association of Insurance Commissioners NAIC id number: 95885 )
Policy contract number137745
Policy instance 7
HUMANA MEDICAL PLAN, INC. (National Association of Insurance Commissioners NAIC id number: 95270 )
Policy contract number176795
Policy instance 8
HUMANA MEDICAL PLAN, INC. (National Association of Insurance Commissioners NAIC id number: 95270 )
Policy contract number240389
Policy instance 9
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number102607-G
Policy instance 10
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 0 )
Policy contract number140499
Policy instance 11
TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC. (National Association of Insurance Commissioners NAIC id number: 95688 )
Policy contract number1110
Policy instance 12
HEALTH ADVANTAGE (National Association of Insurance Commissioners NAIC id number: 95442 )
Policy contract number776414
Policy instance 13
PRIORITY HEALTH (National Association of Insurance Commissioners NAIC id number: 95561 )
Policy contract number495100
Policy instance 14
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number100351-111
Policy instance 1
HUMANA MEDICAL PLAN, INC. (National Association of Insurance Commissioners NAIC id number: 95270 )
Policy contract number137638
Policy instance 31
KAISER FOUNDATION HEALTH PLAN OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95669 )
Policy contract number173-01
Policy instance 47
HEALTH ALLIANCE PLAN (National Association of Insurance Commissioners NAIC id number: 95844 )
Policy contract number10000718-RETIRE
Policy instance 48
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number100351-7270
Policy instance 49
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number003284805
Policy instance 50
HEALTH PLAN UPPER OHIO VALLEY (National Association of Insurance Commissioners NAIC id number: 95677 )
Policy contract number1258057
Policy instance 51
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number169
Policy instance 52
KAISER FOUNDATION HEALTH PLAN INC (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number43-222
Policy instance 53
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number003284804
Policy instance 54
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number2465050
Policy instance 55
HEALTH NET (National Association of Insurance Commissioners NAIC id number: 95567 )
Policy contract number76860,76861 ALL
Policy instance 56
GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN (National Association of Insurance Commissioners NAIC id number: 95311 )
Policy contract number7088080-4
Policy instance 57
BLUE CARE NETWORK OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 95610 )
Policy contract number00100037/R002
Policy instance 58
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number43-7270
Policy instance 59
KAISER FOUNDATION HEALTH PLAN OF GEORGIA INC. (National Association of Insurance Commissioners NAIC id number: 96237 )
Policy contract number57-01
Policy instance 46
HEALTH ALLIANCE PLAN (National Association of Insurance Commissioners NAIC id number: 95844 )
Policy contract number10000718-COBRA
Policy instance 45
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number43-333
Policy instance 32
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number100351-7110
Policy instance 33
HORIZON HEALTHCARE SERVICES, INC. (National Association of Insurance Commissioners NAIC id number: 95529 )
Policy contract number6877045
Policy instance 34
HUMANA MEDICAL PLAN, INC. (National Association of Insurance Commissioners NAIC id number: 95270 )
Policy contract number240381
Policy instance 35
KAISER FOUNDATION HEALTH PLAN OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95669 )
Policy contract number173-11
Policy instance 36
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number100351-222
Policy instance 37
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number43-280
Policy instance 38
KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 )
Policy contract number5110-073
Policy instance 39
HAWAII MEDICAL SERVICE ASSOC. (National Association of Insurance Commissioners NAIC id number: 49948 )
Policy contract number12780,22888 ETC
Policy instance 40
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberLIQUIDITY
Policy instance 41
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0486864-0486865
Policy instance 42
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberEQUITY INDEX
Policy instance 43
HUMANA MEDICAL PLAN, INC. (National Association of Insurance Commissioners NAIC id number: 95270 )
Policy contract number137673
Policy instance 44
HUMANA MEDICAL PLAN, INC. (National Association of Insurance Commissioners NAIC id number: 95270 )
Policy contract number240392
Policy instance 60

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