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Original filing (PDF)20250821093422NAL0002006387001
TELEPHONE AND DATA SYSTEMS, INC.
Form 5500
FILING_RECEIVED
TELEPHONE AND DATA SYSTEMS, INC. PENSION PLAN
Defined-contribution retirement plan
Signals · 2
47% in single holdingNo recordkeeper disclosed
Active participants
4,945
Accounts w/ balance
7,733
Plan assets (EOY)
$509.5M
Net assets (EOY)
$509.5M
How this plan invests
This plan
3 pooled trusts
Schedule D
6 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
77
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Institutional Total Stock Market Index Trust" is 47% of plan.
- 9 bps in Schedule C fees — 53% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TELEPHONE AND DATA SYSTEMS, INC..
Plan sponsor
Name
TELEPHONE AND DATA SYSTEMS, INC.
EIN
36-2669023
Address
525 JUNCTION ROAD · MADISON, WI · 53717
Phone
(608) 664-8300
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
008
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-21
Pension benefit codes
2B · Target benefit
2C · Money purchase (other than target benefit)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDO USA,P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHERN TRUST COMPANY | 36-1561860 | — | TRUSTEE | $53K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING | 22-2232264 | — | NONE | $342K | — |
| BLACKROCK INSTITUTIONAL TRUST | 94-3112180 | — | NONE | $52K | — |
| AON INVESTMENTS USA INC | 36-3109431 | — | NONE | $22K | — |
Investments
3 direct securities · 3 pooled funds· $492.6M(97% 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
$372.4M
3 holdings
Uncategorized
$116.8M
2 holdings
Mutual Funds
$3.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VFTC INSTL TOTAL STOCK MAKKET INDEX VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6316167 / PN 001 | Common Collective Trust | — | $211.5M | $230.5M | 45.2% | |
| INTERMEDIATE GOVERNMENT CREDIT BOND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3272269 / PN 001 | Common Collective Trust | — | $125.8M | $136.0M | 26.7% | |
| Vanguard Total International Stock Index Fund | — | — | $102.1M | $114.8M | 22.5% | |
| VANGUARD TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-5455475 / PN 023 | Common Collective Trust | — | $5.9M | $5.9M | 1.2% | |
| s * Northern Institutional Funds U.S. Government Select Portfolio | Mutual Funds | — | $3.4M | $3.4M | 0.7% | |
| Vanguard Star FDS LifeStrategy Conservative Growth Fund | — | — | $2.1M | $2.0M | 0.4% |
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