# Avaya LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/avaya-llc-223713430-552

> Avaya LLC'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 LLC

- **Sponsor EIN:** 223713430

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

- **Plan Type:** Health & Welfare

- **Plan Number:** 552

- **Total Participants:** 0

- **Total Assets:** $8.8M

## 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|$8.8M|$133,062|$0|

| 2023|0|$9.0M|$257,985|$0|

| 2022|0|$8.5M|$193,381|$0|

## 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|

| VIABENEFITS|Recordkeeper|$50,410|—|$50,410|

| ADP|Other Service Provider|$46,995|—|$46,995|

| AON CONSULTING INC.|Recordkeeper|$26,597|—|$26,597|

| CROWE LLP|Other Service Provider|$21,793|—|$21,793|

| SAGEVIEW ADVISORY GROUP LLC|Investment Advisor|$13,469|—|$13,469|

| THE BNY MELLON|Other Service Provider|$6,051|—|$6,051|

### 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:** $165,315

- **Estimated Expense Ratio:** 1.871% 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|$237,973|$23,488|—|$21,793|—|

| 2023|$308,832|$22,699|—|—|—|

| 2022|$94,730|—|$14,725|—|$80,005|

## 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-llc-223713430-552)

© 2026 PlanProvider.Pro