Back to filter
Original filing (PDF)20251015222424NAL0005970033001
CINCINNATI BELL INC.
Form 5500
FILING_RECEIVED
CINCINNATI BELL PENSION PLAN
Defined-benefit pension plan
Signals · 2
52% in single holdingNo recordkeeper disclosed
Active participants
120
Accounts w/ balance
—
Plan assets (EOY)
$111.9M
Net assets (EOY)
$111.9M
How this plan invests
This plan
6 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
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Long-Term Inv Grade Fund Admiral" is 52% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CINCINNATI BELL INC..
Plan sponsor
Name
CINCINNATI BELL INC.
EIN
31-1056105
Address
221 EAST FOURTH STREET · ROOM 103-1070 · CINCINNATI, OH · 45202
Phone
(513) 397-7893
Industry
Management of Companies / Holdingssee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1C · Cash balance or similar hybrid DB
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLARK, SCHAEFER, HACKETT & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
6 direct securities· $111.2M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Long-Term Inv Grade Fund Admiral | — | — | $72.7M | $57.5M | 51.4% | |
| Vanguard Institutional Total Stock Market Index | — | — | $7.6M | $17.2M | 15.3% | |
| Vanguard FTSE All-World EX-US Index Fund Institutional | — | — | $13.7M | $16.5M | 14.7% | |
| Vanguard Long-Term Treasury Index Fund Institutional Shares | — | — | $15.0M | $11.0M | 9.8% | |
| Vanguard Intermediate-Term Inv Grade Admiral | — | — | $9.2M | $9.1M | 8.1% | |
| Federated Hermes Government Obligation Premier | — | — | $3K | $3K | <0.1% |
Related plans
Similar-size Management of Companies / Holdings plans
INDEPENDENT STAVE COMPANY, LLC
INDEPENDENT STAVE COMPANY, LLC 401(K) PROFIT SHARING PLAN
$112.9M · 2,307 participants
CINCINNATI BELL INC.
CINCINNATI BELL INC. SAVINGS AND SECURITY PLAN
$110.4M · 610 participants
ATLANTIC AVIATION FBO INC.
ATLANTIC AVIATION FBO INC. 401(K) PLAN
$109.9M · 2,858 participants
SOUTHWESTERN ENERGY COMPANY
SOUTHWESTERN ENERGY COMPANY 401K SAVINGS PLAN
$109.4M
CONCENTRIX CVG CORPORATION
CONVERGYS CORPORATION PENSION PLAN
$115.1M · 543 participants
THE BOLDT GROUP, INC.
THE BOLDT GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$115.7M · 639 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants