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Original filing (PDF)20250929130844NAL0026823794002
BOARD OF TRUSTEES OF LUCENT SUPPLEMENTAL BENEFITS TRUST FOR FORMERLY R
Form 5500
FILING_RECEIVED
LUCENT SUPPLEMENTAL HEALTHCARE BENEFITS PLAN FOR FORMERLY REPRESENTED RETIREES
Health & welfare plan
Signals · 2
80% in single holding10 service providers
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$172.3M
Net assets (EOY)
$172.2M
How this plan invests
This plan
3 pooled trusts
Schedule D
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
90
Knocking points off
- Top holding "[DFE: STATE STREET U.S. SHORT-TERM GOVERNMENT/CREDIT BOND INDEX NON-LENDING COMMON TRUST FUND (extraction pending)]" is 80% of plan.
- 17 bps in Schedule C fees — 74% above peer band of 10 bps.
- No active participants reported but plan still holds assets.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES OF LUCENT SUPPLEMENTAL BENEFITS TRUST FOR FORMERLY R.
Plan sponsor
Name
BOARD OF TRUSTEES OF LUCENT SUPPLEMENTAL BENEFITS TRUST FOR FORMERLY R
EIN
20-6673883
Address
600 MOUNTAIN AVENUE, ROOM 2T-314 · ATTN ARTO SIRVIO · MURRAY HILL, NJ · 07974
Phone
(908) 517-6606
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-29
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
Audit & trust (Schedule H)
Auditor
CALIBRE CPA GROUP PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
10 rowsLegal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SLEVIN & HART | 52-1708613 | — | LEGAL | $7K | — |
Other
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYDEN AND RYGEL | 95-3921788 | — | NONE | $114K | — |
| MEKETA INVESTMENT GROUP, INC. | 04-2659023 | — | NONE | $75K | — |
| STATE STREET GLOBAL ADVISORS | 81-4017137 | — | NONE | $43K | — |
| BANK OF NEW YORK MELLON | 13-5160382 | — | NONE | $15K | — |
| WELLINGTON TRUST COMPANY, N.A. | 04-2755549 | — | NONE | $12K | — |
| INCOME RESEARCH & MANAGEMENT | 04-2955404 | — | NONE | $10K | — |
| CALIBRE CPA GROUP PLLC | 47-0900880 | — | NONE | $9K | — |
| UNION INSURANCE GROUP | 36-4226088 | — | NONE | $8K | — |
| NOKIA INVESTMENT MANAGEMENT CORP | 22-3646524 | — | AFFILIATE | $7K | — |
Investments
1 direct security · 3 pooled funds· $154.5M(90% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$85.8M
3 holdings
Uncategorized
$68.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| [DFE: STATE STREET U.S. SHORT-TERM GOVERNMENT/CREDIT BOND INDEX NON-LENDING COMMON TRUST FUND (extraction pending)] | — | — | — | $68.8M | 39.9% | |
| SSGA BC 1-3 YR GOVT/CRE STATE STREET GLOBAL DIVISION · EIN 27-6934633 / PN 001 | Common Collective Trust | — | — | $68.8M | 39.9% | |
| WELLINGTON CTF CORE BOND FUND WELLINGTON TRUST COMPANY · EIN 04-6721653 / PN 001 | Common Collective Trust | — | — | $8.5M | 4.9% | |
| US AGGREGATE BOND INDEX NL QP CTF STATE STREET GLOBAL DIVISION · EIN 04-6928341 / PN 001 | Common Collective Trust | — | — | $8.5M | 4.9% |