# Telephone And Data Systems, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/telephone-and-data-systems-inc-362669023-501

> Telephone And Data Systems, INC.'s Health & Welfare plan: 4,076 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|

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