Lumen Combined Pension Plan
Sponsored by Lumen Technologies, Inc. · EIN 720651161 · Plan #001
- Total assets
- $4.3B
- Net assets
- $4.2B
- Active participants
- 9,131
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Russell Investments Capital, Llc CRD 37550 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Towers Watson Delaware Inc | Actuarial, Consulting (general), Direct payment from the plan | $3,956,288 |
| Lumen Technologies Service Group | Plan administrator, Direct payment from the plan | $2,661,081 |
| Russell Investments Trust Company | Investment management, Investment management fees (direct) | $340,903 |
| State Street Bank & Trust Co. | Plan administrator, Direct payment from the plan | $241,598 |
| Pricewaterhousecoopers Llp | Accounting, Direct payment from the plan | $109,545 |
| International Business Machines Cor | Plan administrator, Direct payment from the plan | $65,904 |
| Proskauer Rose Llp | Legal, Direct payment from the plan | $54,211 |
| Pension Benefit Information, Llc | Consulting (general), Direct payment from the plan | $46,440 |
| Forms Associates, Inc. | Other investment fees and expenses, Direct payment from the plan | $22,836 |
| Jeffrey R. Wilson Law Llc | Legal, Direct payment from the plan | $16,425 |