Plan Snapshot
- Plan Sponsor: Telephone And Data Systems, INC.
- Sponsor EIN: 362669023
- Sponsor Address: 525 JUNCTION ROAD, MADISON, WI, 53717
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 4,076
- Total Assets: $13.6M
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. |
|---|---|---|---|---|
| 2025 | 4,076 | $13.6M | $0 | $0 |
| 2024 | 7,967 | $13.1M | $90.8M | $34.1M |
| 2023 | 9,022 | $14.8M | $92.2M | $34.7M |
| 2022 | 9,346 | $15.3M | $82.3M | $31.9M |
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 |
|---|---|---|---|---|
| BLUECROSS BLUESHIELD OF ILLINOIS | Other Service Provider | $3,310,838 | — | $3,310,838 |
| EXPRESS SCRIPTS | Other Service Provider | $371,037 | — | $371,037 |
| DELTA DENTAL OF MINNESOTA | Other Service Provider | $205,215 | — | $205,215 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,887,090
- Estimated Expense Ratio: 28.485% 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 |
|---|---|---|---|---|---|
| 2025 | $107,702,586 | — | $3,887,090 | — | — |
| 2024 | $4,720,440 | — | $4,720,440 | — | — |
| 2023 | $4,796,533 | — | $4,796,533 | — | — |
| 2022 | $4,563,640 | — | $4,046,593 | — | $517,047 |