# Lumen Technologies, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/lumen-technologies-inc-720651161-511

> Lumen Technologies, 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:** Lumen Technologies, INC.

- **Sponsor EIN:** 720651161

- **Sponsor Address:** 100 CENTURYLINK DR, MONROE, LA, 71203

- **Plan Type:** Health & Welfare

- **Plan Number:** 511

- **Total Participants:** 0

- **Total Assets:** $1.2M

## 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|$1.2M|$195.0M|$27.5M|

| 2023|0|$1.3M|$200.3M|$32.7M|

| 2022|0|$4.6M|$215.9M|$37.9M|

## 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|

| PRICEWATERHOUSECOOPERS LLP|Auditor|$24,530|—|$24,530|

| NORTHERN TRUST COMPANY|Custodian / Trustee|$15,707|—|$15,707|

### Verified Provider Profiles

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

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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $40,237

- **Estimated Expense Ratio:** 3.223% 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|$40,244|—|—|—|—|

| 2023|$37,224|—|—|—|—|

| 2022|$58,852|$29,800|—|—|$29,052|

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