# Avaya INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/avaya-inc-223713430-553

> Avaya INC.'s Health & 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:** Avaya INC.

- **Sponsor EIN:** 223713430

- **Sponsor Address:** 350 MOUNT KEMBLE AVENUE, MORRISTOWN, NJ, 07960

- **Plan Type:** Health & Welfare

- **Plan Number:** 553

- **Total Participants:** 0

- **Total Assets:** $7.8M

## 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|$7.8M|$1.2M|$0|

| 2023|0|$8.0M|$10.9M|-$6,894|

| 2022|0|$7.7M|$8.6M|$8,403|

## 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|

| ADP|Other Service Provider|$32,726|—|$32,726|

| VIABENEFITS|Recordkeeper|$25,420|—|$25,420|

| CROWE LLP|Other Service Provider|$20,953|—|$20,953|

| AON CONSULTING, INC|Recordkeeper|$20,239|—|$20,239|

| AETNA|Other Service Provider|$13,004|—|$13,004|

| THE BANK OF NEW YORK MELLON|Other Service Provider|$12,943|—|$12,943|

| SAGEVIEW ADVISORY GROUP LLC|Investment Advisor|$11,531|—|$11,531|

### Verified Provider Profiles

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

- [VIABENEFITS](https://planprovider.pro/provider/lincoln-financial-group) — Recordkeeper

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

- [SAGEVIEW ADVISORY GROUP LLC](https://planprovider.pro/provider/sageview-advisory-group) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $136,816

- **Estimated Expense Ratio:** 1.743% 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|$160,143|$21,214|$105,033|$20,953|—|

| 2023|$541,325|$2,274|$376,400|$26,592|—|

| 2022|$596,333|$519,913|$39,521|—|$37,527|

## Similar Plans

- [Verizon Communications INC.](https://planprovider.pro/companies/verizon-communications-inc-401k-plan-102) — 112,629 participants

- [Verizon Communications INC.](https://planprovider.pro/companies/verizon-communications-inc-232259884-580) — 68,030 participants

- [Verizon Communications INC.](https://planprovider.pro/companies/verizon-communications-inc-plan-016-9884) — 21,270 participants

- [Verizon Communications INC.](https://planprovider.pro/companies/verizon-communications-inc-401k-plan-011) — 16,621 participants

- [Verizon Communications INC.](https://planprovider.pro/companies/verizon-communications-inc-401k-plan-004) — 15,009 participants

- [Verizon Communications INC.](https://planprovider.pro/companies/verizon-communications-inc-232259884-588) — 11,772 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/avaya-inc-223713430-553)

© 2026 PlanProvider.Pro