form5500lookup

Form 5500 · Retirement plan · DALLAS, TX

AT&T INC.

The filing calls this plan SBC MASTER PENSION TRUST.

AT&T INC. of DALLAS, TX files a Form 5500 for its retirement plan. Schedule A discloses 2 annuity or guaranteed-interest contracts held by the plan, written by PRUDENTIAL INSURANCE COMPANY OF AMERICA. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Insurance company
PRUDENTIAL INSURANCE COMPANY OF AMERICA
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 43-1301883 · plan 020 · plan year 2024, filed Oct 8, 2025

Participants at the start of the year
—
Contracts on file
2
Contract value
$431,297,983
Plan year end
December

Plan brief

Schedule A lists 2 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles, all with PRUDENTIAL INSURANCE COMPANY OF AMERICA.

The contracts held $431,297,983 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
PRUDENTIAL INSURANCE COMPANY OF AMERICAAnnuity / GIC—December$282,179,338$0
PRUDENTIAL INSURANCE COMPANY OF AMERICAAnnuity / GIC—December$149,118,645$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
AT&T INC.
EIN 43-1301883
FIDELITY INVESTMENTS INSTITUTIONAL
Named on Schedule C · EIN 04-3532603
$15,781,000
paid directly by the plan
J.P. MORGAN INVESTMENT MANAGEMENT
TRUSTEE · EIN 13-3200244
$13,171,000
paid directly by the plan
BLACKROCK FINANCIAL MANAGEMENT, INC
Investment advisory · EIN 13-3806691
$7,673,000
paid directly by the plan
GWL REALTY ADVISORS US INC
Contract administrator · EIN 20-8666056
$6,335,000
paid directly by the plan
CORE AND VALUE ADVISORS LLC
Named on Schedule C · EIN 45-0617436
$5,476,000
paid directly by the plan
AEW CAPITAL MANAGEMENT
Named on Schedule C · EIN 04-3329433
$4,630,000
paid directly by the plan
AT&T INC.
Contract administrator · EIN 43-1301883
$4,339,000
paid directly by the plan
INVESCO ADVISORS, INC.
Named on Schedule C · EIN 58-1707262
$4,303,000
paid directly by the plan
AON CONSULTING
Named on Schedule C · EIN 22-2232264
$2,344,000
paid directly by the plan
JENNISON ASSOCIATES LLC
Named on Schedule C · EIN 13-2631108
$2,094,000
paid directly by the plan
PRUDENTIAL INSURANCE CO. OF AMERICA
Named on Schedule C · EIN 22-1211670
$2,073,000
paid directly by the plan
BRIDGEWATER ASSOCIATES LP
Named on Schedule C · EIN 13-2871809
$1,866,000
paid directly by the plan
CHILTON INVESTMENT COMPANY, LLC
Contract administrator · EIN 87-0742367
$1,824,000
paid directly by the plan
NISA INVESTMENT ADVISORS
Named on Schedule C · EIN 48-1140940
$1,725,000
paid directly by the plan
WESTERN ASSET MANAGEMENT COMPANY
Named on Schedule C · EIN 95-2705767
$1,632,000
paid directly by the plan
JEFFERIES LLC
Contract administrator · EIN 13-2615557
$1,581,000
paid directly by the plan
PYRAMIS GLOBAL ADVISORS
Named on Schedule C · EIN 04-3532603
$1,398,000
paid directly by the plan
OAKTREE CAPITAL MANAGEMENT, LLC
Named on Schedule C · EIN 26-0189082
$1,234,000
paid directly by the plan
ARTISAN PARTNERS LTD PARTNERSHIP
Named on Schedule C · EIN 39-1807188
$1,068,000
paid directly by the plan
SILCHESTER INTERNATIONAL INVESTORS
Named on Schedule C · EIN 36-7045783
$1,042,000
paid directly by the plan
AKIN GUMP STRAUSS HAUER FELD LLP
Named on Schedule C · EIN 75-1338644
$993,000
paid directly by the plan
TIMBERLAND INVESTMENT RESOURCES LLC
Named on Schedule C · EIN 27-0065303
$777,000
paid directly by the plan
MARATHON INTERNATIONAL
Named on Schedule C · EIN 95-4328983
$733,000
paid directly by the plan
ANDERSEN TAX LLC
Contract administrator · EIN 26-1437743
$557,000
paid directly by the plan
HOISINGTON INVESTMENT MANAGEMENT CO
Named on Schedule C · EIN 74-2126765
$542,000
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$30,600,747,000
Paid out in benefits
$0

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Audit fee
$384,000

From Schedule H of this filing.

Other plans filed by this employer

At&T Umbrella Benefit Plan No. 3Insured benefit plan · 34 Schedule A contractsRenews ~Jan 1At&T Umbrella Benefit Plan No. 1Insured benefit plan · 7 Schedule A contractsRenews ~Jan 1At&T Umbrella Benefit Plan No. 2Insured benefit plan · 5 Schedule A contractsRenews ~Mar 1At&T Pension Benefit PlanInsured benefit plan · 1 Schedule A contractRenews ~Jan 1plan 026Retirement plan · 3 Schedule A contractsAt&T Retirement Savings PlanForm 5500 filing · no insured Schedule A contractsAt&T Flexible Spending Account PlanForm 5500 filing · no insured Schedule A contractsAt&T Pension Benefit Plan - UnfundedForm 5500 filing · no insured Schedule A contractsSeverance Pay PlanForm 5500 filing · no insured Schedule A contractsAt&T Savings And Security PlanForm 5500 filing · no insured Schedule A contractsAt&T Puerto Rico Retirement Savings PlanForm 5500 filing · no insured Schedule A contractsAt&T Puerto Rico Pension Benefit PlanForm 5500 filing · no insured Schedule A contractsAt&T Savings Plan Master TrustForm 5500 filing · no insured Schedule A contracts

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