# At&amp;T INC. Health &amp; Welfare Plan
Source: https://planprovider.pro/companies/at-t-inc-431301883-600

> At&amp;T INC.&#39;s Health &amp; Welfare plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** At&T INC.

- **Sponsor EIN:** 431301883

- **Sponsor Address:** P.O. BOX 132160, DALLAS, TX, 753132160

- **Plan Type:** Health & Welfare

- **Plan Number:** 600

- **Total Participants:** 0

- **Total Assets:** $739.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|0|$739.5M|$40.7M|$76.2M|

| 2023|0|$1.4B|$278.7M|$24.7M|

| 2022|0|$2.2B|$271.5M|$38.6M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| ALIGHT SOLUTIONS LLC|Recordkeeper|$2,512,000|—|$2,512,000|

| AT&T INC.|Other Service Provider|$1,528,000|—|$1,528,000|

| METROPOLITAN LIFE INSURANCE COMPANY|Other Service Provider|$726,000|—|$726,000|

| BANK OF NEW YORK MELLON|Other Service Provider|$494,000|—|$494,000|

| FMR LLC|Other Service Provider|$445,000|—|$445,000|

| FORVIS MAZARS, LLP|Other Service Provider|$334,000|—|$334,000|

| ALLSUP INC|Other Service Provider|$189,000|—|$189,000|

| PRICEWATERHOUSECOOPERS LLP|Auditor|$64,000|—|$64,000|

| STATE STREET GLOBAL ADVISORS|Other Service Provider|$49,000|—|$49,000|

| BLACKROCK FINANCIAL MANAGEMENT INC.|Other Service Provider|$39,000|—|$39,000|

| AON CONSULTING INC.|Recordkeeper|$30,000|—|$30,000|

| CVS PHARMACY INC|Other Service Provider|$23,000|—|$23,000|

| NORTHERN TRUST COMPANY|Other Service Provider|$22,000|—|$22,000|

| CORPORATION SERVICE COMPANY|Other Service Provider|$13,000|—|$13,000|

| ANDERSEN TAX HOLDINGS LLC|Other Service Provider|$6,000|—|$6,000|

| AT&T SERVICES INC.|Other Service Provider|$5,000|—|$5,000|

| FROST BANK|Other Service Provider|$5,000|—|$5,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ALIGHT SOLUTIONS LLC](https://planprovider.pro/provider/alight-solutions) — Recordkeeper

- [PRICEWATERHOUSECOOPERS LLP](https://planprovider.pro/provider/pricewaterhousecoopers-llp) — Auditor

- [AON CONSULTING INC.](https://planprovider.pro/provider/alight-solutions) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $6,484,000

- **Estimated Expense Ratio:** 0.877% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$4,648,000|$114,000|$1,924,000|$334,000|—|

| 2023|$11,421,000|$283,000|$7,971,000|$358,000|—|

| 2022|$13,553,000|$2,358,000|$6,381,000|—|$1,224,000|

## Similar Plans

- [At&T INC.](https://planprovider.pro/companies/at-t-inc-401k-plan-009) — 102,760 participants

- [At&T INC.](https://planprovider.pro/companies/at-t-inc-431301883-603) — 96,840 participants

- [At&T INC.](https://planprovider.pro/companies/at-t-inc-401k-plan-004) — 23,855 participants

- [Bellsouth, LLC](https://planprovider.pro/companies/bellsouth-llc-401k-plan) — 11,259 participants

- [Ericsson INC.](https://planprovider.pro/companies/ericsson-inc-401k-plan) — 4,401 participants

- [Consolidated Communications, INC.](https://planprovider.pro/companies/consolidated-communications-inc-401k-plan) — 2,715 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/at-t-inc-431301883-600)

&copy; 2026 PlanProvider.Pro
