Back to filter
Original filing (PDF)20250923140335NAL0006412577001
LUMEN TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
LUMEN COMBINED PENSION PLAN
Defined-benefit pension plan
Signals · 3
100% in single holdingNo recordkeeper disclosed10 service providers
Active participants
9,131
Accounts w/ balance
—
Plan assets (EOY)
$4.3B
Net assets (EOY)
$4.2B
How this plan invests
This plan
1 pooled trust
Schedule D
1 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
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "(Dollars in thousands) CenturyLink Defined Benefit Master Trust* Investment in Master Trust" is 100% of plan.
- 17 bps in Schedule C fees — 247% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LUMEN TECHNOLOGIES, INC..
Plan sponsor
Name
LUMEN TECHNOLOGIES, INC.
EIN
72-0651161
Address
100 CENTURYLINK DRIVE · P. O. BOX 4065 · MONROE, LA · 71203
Phone
(318) 388-9000
Industry
Information / Tech / Mediasee all
Plan administrator
Name
LUMEN EMPLOYEE BENEFITS COMMITTEE
EIN
72-0651161
City
VANCOUVER, WA
Phone
(360) 905-7972
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-23
Pension benefit codes
1A · Pay-related DB formula
1E · Section 401(h) arrangement
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
EISNERAMPER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
10 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RUSSELL INVESTMENTS TRUST COMPANY | 91-1116938 | — | INVESTMENT MANAGEMENT | $341K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRICEWATERHOUSECOOPERS LLP | 13-4008324 | — | ACCOUNTING | $110K | — |
Legal counsel
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROSKAUER ROSE LLP | 13-1840454 | — | LEGAL | $54K | — |
| JEFFREY R. WILSON LAW LLC | 82-2454613 | — | LEGAL | $16K | — |
Other
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TOWERS WATSON DELAWARE INC | 53-0181291 | — | ADMINISTRATION | $4.0M | — |
| LUMEN TECHNOLOGIES SERVICE GROUP | 72-0651161 | — | ADMINISTRATION | $2.7M | — |
| STATE STREET BANK & TRUST CO. | 04-1867445 | — | ADMINISTRATION | $242K | — |
| INTERNATIONAL BUSINESS MACHINES COR | 13-0871985 | — | ADMINISTRATION | $66K | — |
| PENSION BENEFIT INFORMATION, LLC | 82-2042737 | — | CONSULTING | $46K | — |
| FORMS ASSOCIATES, INC. | 47-0648734 | — | OTHER | $23K | — |
Investments
1 pooled fund· $4.3B(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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CENTURYLINK, INC. DB MASTER TRUST LUMEN TECHNOLOGIES, INC. · EIN 84-0928963 / PN 014 | Master Trust | — | — | $4.3B | 100.0% |
Related plans
Other plans using TOWERS WATSON DELAWARE INC
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM PERSONAL PENSION PLAN
$17.9B · 43,052 participants
FCA US LLC
FCA US LLC UAW PENSION AGREEMENT
$10.3B · 10,504 participants
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY CASH BALANCE PLAN
$8.3B · 40,642 participants
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BECHTEL GLOBAL CORPORATION
MASTER TRUST FOR CERTAIN TAX-QUALIFIED BECHTEL RETIREMENT PLANS
$6.0B
U.S. BANCORP
U.S. BANK PENSION PLAN
$4.4B · 58,000 participants
Similar-size Information / Tech / Media plans
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED BENEFIT MASTER TRUST
$4.7B
ERICSSON INC.
ERICSSON US 401(K) PLAN
$3.8B · 4,401 participants
VERIZON COMMUNICATIONS INC.
VERIZON SAVINGS SECURITY PLAN FOR MID-ATLANTIC ASSOCIATES
$3.4B · 11,674 participants
NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION
SAVINGS PLAN FOR EMPLOYEES OF NTCA AND ITS MEMBERS
$3.4B · 23,584 participants
VERIZON COMMUNICATIONS INC.
VERIZON PENSION PLAN FOR ASSOCIATES
$5.7B · 21,270 participants
VERIZON COMMUNICATIONS INC.
VERIZON SAVINGS & SECURITY PLAN FOR NEW YORK AND NEW ENGLAND ASSOCIATES
$5.8B · 12,203 participants
Large plans in Louisiana
LUMEN TECHNOLOGIES, INC.
LUMEN 401(K) SAVINGS PLAN
$7.3B · 21,466 participants
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED CONTRIBUTION PLAN MASTER
$6.5B
ENTERGY CORPORATION
ENTERGY CORP RETIREMENT PLANS MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORPORATION QUALIFIED PLAN MASTER TRUST
$4.4B
ENTERGY CORPORATION
SAVINGS PLAN OF ENTERGY CORPORATION AND SUBSIDIARIES
$4.4B · 9,114 participants
OCHSNER CLINIC FOUNDATION
OCHSNER CLINIC FOUNDATION 401(K) PLAN
$2.7B · 34,054 participants