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Original filing (PDF)20250930142502NAL0005540691001
NOKIA OF AMERICA CORPORATION
Form 5500
FILING_RECEIVED
LUCENT TECHNOLOGIES INC. PENSION PLAN
Defined-benefit pension plan
Signals · 1
15 service providers
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$4.0B
Net assets (EOY)
$4.0B
How this plan invests
This plan
3 pooled trusts
Schedule D
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
100
Total plan cost
65
Vendor stack
75
Participation health
90
Knocking points off
- 20 bps in Schedule C fees — 308% above peer band of 5 bps.
- Plan is frozen (1I) — no new benefit accrual.
- No active participants reported but plan still holds assets.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NOKIA OF AMERICA CORPORATION.
Plan sponsor
Name
NOKIA OF AMERICA CORPORATION
EIN
22-3408857
Address
600 MOUNTAIN AVENUE, ROOM 6D-401A · MURRAY HILL, NJ · 07974
Phone
(908) 723-9869
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-30
Pension benefit codes
1B · Flat-dollar DB formula
1E · Section 401(h) arrangement
1I · Frozen plan — no new benefit accrual
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Welfare benefit codes
4L · Death Benefits (other than life insurance)
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
15 rowsOther
15| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALIGHT SOLUTIONS LLC | 82-1061233 | — | NONE | $3.8M | — |
| CVS CAREMARK | 05-0340626 | — | NONE | $2.7M | — |
| AON CONSULTING, INC. | 22-2232264 | — | NONE | $601K | — |
| AETNA | 06-6033492 | — | NONE | $315K | — |
| DELOITTE & TOUCHE LLP | 13-3891517 | — | NONE | $256K | — |
| UNITED HEALTHCARE | 36-2739571 | — | NONE | $208K | — |
| MERATIVE | 88-1430661 | — | NONE | $120K | — |
| DAY PITNEY | 22-1661404 | — | NONE | $101K | — |
| NOKIA OF AMERICA CORPORATION | 22-3408857 | — | EMPLOYER | $52K | — |
| NOKIA INVESTMENT MANAGEMENT | 22-3646524 | — | AFFILIATE | $28K | — |
| UNIVERSAL MAILING SERVICE | 22-2381663 | — | NONE | $19K | — |
| SEYFARTH SHAW | 36-2152202 | — | NONE | $15K | — |
| GRAPHIC PARTNERS | 36-4074726 | — | NONE | $10K | — |
| CANDID LITHO | 13-3574319 | — | NONE | $6K | — |
| CURCIO WEBB | 36-4171366 | — | NONE | $6K | — |
Investments
18 direct securities · 3 pooled funds· $4.7B(100% 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.
Master Trust
$3.7B
1 holding
Uncategorized
$958.4M
18 holdings
Common Collective Trust
$0
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LUCENT TECH INC MASTER PENSION TRUS NOKIA OF AMERICA CORPORATION · EIN 22-3463544 / PN 001 | Master Trust | — | — | $3.7B | 92.1% | |
| Asset held in addition to the Plan’s interest in the Lucent Technologies Inc. Master Pension Trust Registered investment company - State Street Global Advisors SSGA Institutional | — | — | $241.6M | $241.6M | 6.0% | |
| State Street Global Advisors SSGA Inst Treas Plus MM Fund 151,601,092 – | — | — | — | $151.6M | 3.8% | |
| JPMCB Liquidity Fund – | — | — | $76.7M | $76.7M | 1.9% | |
| SSGA Inst Treas Plus MM Fund 76,668,899 – | — | — | $76.7M | $76.7M | 1.9% | |
| JPMorgan Chase Bank, N.A. JPMCB Liquidity Fund – | — | — | $68.0M | $68.0M | 1.7% | |
| State Street Global Advisors SSGA Inst Treas Plus MM Fund 67,952,210 – | — | — | — | $68.0M | 1.7% | |
| JPMorgan Chase Bank, N.A. JPMCB Liquidity Fund 65,632,552 – | — | — | — | $65.6M | 1.6% | |
| Party Involved Description of Asset Price Asset Transaction Date or (Loss) JPMorgan Chase Bank, N.A. JPMCB Liquidity Fund $ 46,022,631 $ – | — | — | — | $46.0M | 1.1% | |
| JPMCB Liquidity Fund – | — | — | $40.0M | $40.0M | 1.0% | |
| JPMorgan Chase Bank, N.A. JPMCB Liquidity Fund – | — | — | $35.4M | $35.4M | 0.9% | |
| JPMCB Liquidity Fund – | — | — | $16.2M | $16.2M | 0.4% | |
| JPMCB Liquidity Fund – | — | — | $13.1M | $13.1M | 0.3% | |
| State Street Global Advisors SSGA Inst Treas Plus MM Fund 11,515,487 – | — | — | — | $11.5M | 0.3% | |
| Party Involved Description of Asset Price Asset Date or (Loss) Assets held in 401(h) account JPMCB Liquidity Fund – $ | — | — | $11.5M | $11.5M | 0.3% | |
| JPMCB Liquidity Fund – | — | — | $10.9M | $10.9M | 0.3% | |
| JPMorgan Chase Bank, N.A. JPMCB Liquidity Fund – | — | — | $9.0M | $9.0M | 0.2% | |
| JPMorgan Chase Bank, N.A. JPMCB Liquidity Fund – | — | — | $9.0M | $9.0M | 0.2% | |
| State Street Global Advisors SSGA Inst Treas Plus MM Fund 7,649,409 – | — | — | — | $7.6M | 0.2% | |
| JPMCB LIQUIDITY FUND JPMORGAN CHASE BANK, N.A. · EIN 13-6285055 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| JPMCB LIQUIDITY FUND JPMORGAN CHASE BANK, N.A. · EIN 13-6285055 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |