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Original filing (PDF)20251008153642NAL0006077217001
VERIZON COMMUNICATIONS INC.
Form 5500
FILING_RECEIVED
VERIZON PENSION PLAN FOR ASSOCIATES
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed10 service providers
Active participants
21,270
Accounts w/ balance
0
Plan assets (EOY)
$5.7B
Net assets (EOY)
$5.7B
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
80
Participation health
100
Knocking points off
- 18 bps in Schedule C fees — 266% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VERIZON COMMUNICATIONS INC..
Plan sponsor
Name
VERIZON COMMUNICATIONS INC.
EIN
23-2259884
Address
ONE VERIZON WAY, · BASKING RIDGE, NJ · 07920
Phone
(908) 559-3342
Industry
Information / Tech / Mediasee all
Plan administrator
Name
VERIZON EMPLOYEE BENEFITS COMMITTEE
EIN
38-4008214
City
BASKING RIDGE, NJ
Phone
(908) 559-3342
Plan characteristics
Plan number
016
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
1A · Pay-related DB formula
3H · Sponsor in controlled / affiliated group
1E · Section 401(h) arrangement
Audit & trust (Schedule H)
Auditor
MITCHELL & TITUS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
10 rowsOther
10| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONDUENT INCORPORATED | 81-2983623 | — | NONE | $8.6M | — |
| AON CONSULTING INC. | 22-2232264 | — | NONE | $545K | — |
| VERIZON COMMUNICATIONS INC. | 23-2259884 | — | EMPLOYER | $404K | — |
| DATABANK IMX LLC | 25-1921937 | — | NONE | $345K | — |
| PRINCIPAL BANK | 42-1466678 | — | NONE | $313K | — |
| DUANE MORRIS LLP | 23-1392502 | — | NONE | $71K | — |
| DELAWARE CHARTER GUARANTEE | 51-0099493 | — | NONE | $59K | — |
| MITCHELL & TITUS, LLP | 13-2781641 | — | NONE | $43K | — |
| THE AYCO COMPANY L.P. | 33-1187432 | — | NONE | $9K | — |
| SEDGWICK CLAIMS | 36-2685608 | — | NONE | $6K | — |
Investments
1 pooled fund· $5.2B(92% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| BELL ATLANTIC MASTER TRUST VERIZON COMMUNICATIONS INC. · EIN 25-1448208 / PN 020 | Master Trust | $5.2B | 91.6% |