# Board Of Trustees Of Lucent Supplemental Benefits Trust For Formerly R Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-lucent-supplemental-benefits-trust-for-formerly-r-206673883-501

> Board Of Trustees Of Lucent Supplemental Benefits Trust For Formerly R's Health & Welfare plan: 26,366 participants, plan year 2024 financials, providers, an…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of Lucent Supplemental Benefits Trust For Formerly R

- **Sponsor EIN:** 206673883

- **Sponsor Address:** 600 MOUNTAIN AVENUE, ROOM 2T-314, MURRAY HILL, NJ, 07974

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 26,366

- **Total Assets:** $172.3M

## 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|26,366|$172.3M|$0|$0|

| 2023|28,528|$189.6M|$0|$0|

| 2022|30,883|$186.4M|$0|$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|

| PAYDEN AND RYGEL|Other Service Provider|$114,180|—|$114,180|

| MEKETA INVESTMENT GROUP, INC.|Other Service Provider|$75,000|—|$75,000|

| STATE STREET GLOBAL ADVISORS|Other Service Provider|$43,196|—|$43,196|

| BANK OF NEW YORK MELLON|Other Service Provider|$15,000|—|$15,000|

| WELLINGTON TRUST COMPANY, N.A.|Other Service Provider|$11,863|—|$11,863|

| INCOME RESEARCH & MANAGEMENT|Other Service Provider|$9,603|—|$9,603|

| UNION INSURANCE GROUP|Other Service Provider|$7,889|$1,178|$9,067|

| CALIBRE CPA GROUP PLLC|Auditor|$8,565|—|$8,565|

| NOKIA INVESTMENT MANAGEMENT CORP|Other Service Provider|$7,084|—|$7,084|

| SLEVIN & HART|ERISA Attorney|$6,819|—|$6,819|

### Verified Provider Profiles

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

- [CALIBRE CPA GROUP PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — Auditor

- [SLEVIN & HART](https://planprovider.pro/provider/slevin-and-hart-pc) — ERISA Attorney

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $300,377

- **Estimated Expense Ratio:** 0.174% 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|$299,199|$253,842|$7,889|$8,565|—|

| 2023|$298,557|$251,435|$7,863|$11,368|—|

| 2022|$302,664|$248,364|—|—|$46,429|

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