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Original filing (PDF)20250821092922NAL0004019745001
TELEPHONE AND DATA SYSTEMS, INC.
Form 5500
FILING_RECEIVED
TELEPHONE AND DATA SYSTEMS, INC. GROUP INSURANCE PLAN
Health & welfare plan
Signals · 3
47% in single holding~3604 bps in Sched C feesNo recordkeeper disclosed
Active participants
7,967
Accounts w/ balance
—
Plan assets (EOY)
$13.1M
Net assets (EOY)
$1.3M
How this plan invests
This plan
1 pooled trust
Schedule D
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
76
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Market Institutional Index Fund" is 47% of plan.
- 3604 bps in Schedule C fees — 12328% above peer band of 29 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
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-21
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4L · Death Benefits (other than life insurance)
4Q · Other
Audit & trust (Schedule H)
Auditor
BDO USA,P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUECROSS BLUESHIELD OF ILLINOIS | 36-1236610 | — | NONE | $4.1M | — |
| EXPRESS SCRIPTS | 43-1420563 | — | NONE | $352K | — |
| DELTA DENTAL OF MINNESOTA | 04-1190554 | — | NONE | $261K | — |
Investments
2 direct securities · 1 pooled fund· $8.3M(64% 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.
Uncategorized
$3.9M
1 holding
Common Collective Trust
$2.4M
1 holding
Mutual Funds
$2.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Institutional Index Fund | — | — | $2.2M | $3.9M | 30.0% | |
| BLACKROCK BOND FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3199855 / PN 001 | Common Collective Trust | — | $2.2M | $2.4M | 18.5% | |
| s * Northern Institutional Funds U.S. Government Select Portfolio 516 Vanguard Total International Stock Index Fund | Mutual Funds | — | $1.7M | $2.0M | 15.0% |
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