Sunshine Petrone signed Lumos Networks Operating Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lumos Networks Operating Company's EIN is 90-0673286.
Download the official 2024 Form 5500 (PDF) for Lumos Networks Operating Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lumos Networks Operating Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY EMPLOYER | $191K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS,LLC | 26-0058143 | — | RETAINED BY EMPLOYER | $40K | — |
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 | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $131.4M | 98.1% | |
| NT SP 500 IDX NONLEND TIER 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 003 | Common Collective Trust | — | — | $17.3M | 12.9% | |
| NT EXT EQ MKT IDX NONLEND TR 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 110 | Common Collective Trust | — | — | $5.7M | 4.3% | |
| NT ACWI EXUS IMI NONLEND TIER NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 103 | Common Collective Trust | — | — | $5.7M | 4.3% | |
| NEW YORK LIFE ANCHOR ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $5.5M | 4.1% | |
| MFS LARGE CAP VALUE FD CT MFS HERITAGE TRUST COMPANY · EIN 57-1000000 / PN 003 | Common Collective Trust | — | — | $5.1M | 3.8% | |
| MFS MID CAP GROWTH CT MFS HERITAGE TRUST COMPANY · EIN 57-1000000 / PN 022 | Common Collective Trust | — | — | $2.8M | 2.1% | |
| MFS MID CAP VALUE CT MFS HERITAGE TRUST COMPANY · EIN 57-1000000 / PN 024 | Common Collective Trust | — | — | $2.2M | 1.6% | |
| NT AGGR BD IDX NON LEND TIER 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 27-6124985 / PN 001 | Common Collective Trust | — | — | $2.1M | 1.6% | |
| GG EUROPACIFIC GROWTH CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $1.9M | 1.4% |
