Civic Intelligence

Lucent Tech Inc Post Retirement Welfare Benefits Trust for Represented Employees

990 • Fiscal year 2018 • EIN 22-3463671

Jan 01, 2018 to Dec 31, 2018 • Filed on Jul 22, 2019

c/o Karen Alexander 600 Mountain AvMurray Hill, NJ 07974

(908) 723-9869

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

22nd percentile

0.00x

Higher debt load relative to assets than 22% of similar nonprofits.

2018 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2018

Liabilities / Revenue

21st percentile

0.00x

Higher debt load relative to revenue than 21% of similar nonprofits.

2018 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2018

Net Margin

9th percentile

-24%

Higher net margin than 9% of similar nonprofits.

2018 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2018

Top Officer Pay

43rd percentile

$11,500

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2018

Asset Growth

8th percentile

-15%

Faster asset growth than 8% of similar nonprofits.

2018 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2017 to 2018

Revenue Growth

95th percentile

89%

Faster revenue growth than 95% of similar nonprofits.

2018 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2017 to 2018

Assets

Down

$223,947,275

Down $39,514,796 (-15%) from 2017

Net Assets

Down

$223,826,393

Down $39,531,657 (-15%) from 2017

Liabilities

Up

$120,882

Up $16,861 (+16%) from 2017

Revenue

Up

$113,275,385

Up $53,276,373 (+89%) from 2017

Expenses

Up

$140,656,143

Up $111,215,342 (+378%) from 2017

Net Income

Down

-$27,380,758

Down $57,938,969 (-190%) from 2017

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300M$200M$100M$0Assets 2011: $166,240,549Liabilities 2011: $104,000Net Assets 2011: $166,136,5492011Assets 2012: $132,670,722Liabilities 2012: $367,700Net Assets 2012: $132,303,0222012Assets 2013: $152,954,940Liabilities 2013: $140,600Net Assets 2013: $152,814,3402013Assets 2014: $174,824,307Liabilities 2014: $105,750Net Assets 2014: $174,718,5572014Assets 2015: $176,988,994Liabilities 2015: $87,900Net Assets 2015: $176,901,0942015Assets 2016: $198,708,800Liabilities 2016: $107,855Net Assets 2016: $198,600,9452016Assets 2017: $263,462,071Liabilities 2017: $104,021Net Assets 2017: $263,358,0502017Assets 2018: $223,947,275Liabilities 2018: $120,882Net Assets 2018: $223,826,3932018Assets 2019: $236,071,981Liabilities 2019: $108,534Net Assets 2019: $235,963,4472019Assets 2020: $232,878,808Liabilities 2020: $95,535Net Assets 2020: $232,783,2732020Assets 2021: $233,482,578Liabilities 2021: $107,113Net Assets 2021: $233,375,4652021Assets 2022: $205,451,944Liabilities 2022: $98,879Net Assets 2022: $205,353,0652022Assets 2023: $234,500,318Liabilities 2023: $185,262Net Assets 2023: $234,315,0562023Assets 2024: $261,427,729Liabilities 2024: $217,250Net Assets 2024: $261,210,4792024

Highlighted filing

2018

Assets$223,947,275
Liabilities$120,882
Net Assets$223,826,393

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200M$100M$0-$100MRevenue 2011: $79,863,422Expenses 2011: $121,894,258Net Income 2011: -$42,030,8362011Expenses 2012: $119,029,7412012Expenses 2013: $124,069,1542013Revenue 2014: $152,296,500Expenses 2014: $141,379,860Net Income 2014: $10,916,6402014Revenue 2015: $141,047,537Expenses 2015: $133,836,919Net Income 2015: $7,210,6182015Revenue 2016: $143,161,649Expenses 2016: $131,668,043Net Income 2016: $11,493,6062016Revenue 2017: $59,999,012Expenses 2017: $29,440,801Net Income 2017: $30,558,2112017Revenue 2018: $113,275,385Expenses 2018: $140,656,143Net Income 2018: -$27,380,7582018Revenue 2019: $126,110,091Expenses 2019: $137,809,978Net Income 2019: -$11,699,8872019Revenue 2020: $114,599,389Expenses 2020: $129,238,071Net Income 2020: -$14,638,6822020Revenue 2021: $187,732,247Expenses 2021: $123,537,186Net Income 2021: $64,195,0612021Revenue 2022: $106,138,902Expenses 2022: $104,754,890Net Income 2022: $1,384,0122022Revenue 2023: $97,113,689Expenses 2023: $95,550,398Net Income 2023: $1,563,2912023Revenue 2024: $91,890,972Expenses 2024: $86,137,831Net Income 2024: $5,753,1412024

Highlighted filing

2018

Revenue$113,275,385
Expenses$140,656,143
Net Income-$27,380,758
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jul 22, 2019
Return Version
2018v3.1
Gross Receipts
$130,137,366
Mission and Program Overview

Mission

To provide funding for the payment of post-retirement life insurance benefits and health benefits to eligible retirees of nokia of america corporation.

To provide funding for the payment of post-retirement life insurance benefits and health benefits to eligible retirees of nokia of america corporation

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$263,358,050$223,826,393▼ $39,531,657
Investments in Publicly Traded Securities$219,905,727$184,712,330▼ $35,193,397
Savings and Temporary Cash Investments$43,513,427$39,147,734▼ $4,365,693
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$263,462,071$223,947,275▼ $39,514,796
Other Assets Total$42,917$87,211▲ $44,294
Liabilities
Accounts Payable and Accrued Expenses$104,021$120,882▲ $16,861
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$104,021$120,882▲ $16,861
Net Assets / Fund Balance
Total Net Assets Fund Balance$263,358,050$223,826,393▼ $39,531,657
Total Liabilities and Net Assets / Fund Balance$263,462,071$223,947,275▼ $39,514,796
Compensation and Service Providers

Employees

NameTitleBaseTotal
Bank of New York MellonTrustee$11,500$11,500
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$105,251,705
Investment Income
$8,019,344
Other Revenue
$4,336
Change in Net Assets
$-27,380,758
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$8,873,022
Salaries, Compensation, and Employee Benefits$11,500
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$131,771,621--$131,771,621
Fees for Service Investment Mgmnt Fees-$7,595,781-$7,595,781
Fees for Services Other-$939,777-$939,777
Insurance-$229,551-$229,551
Fees for Services Accounting-$94,898-$94,898
Fees for Services Legal-$13,015-$13,015
Current Officers, Directors, Trustees, and Key Employees-$11,500-$11,500
Total Functional Expenses$131,771,621$8,884,522$0$140,656,143
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Question 3

Description of management arrangement the trust is a voluntary employee benefits association pursuant to irs section 501(c)(9). Nokia of america corporation (part of the nokia group), as settlor, has designated nokia investment management corporation (nimco) a "named fiduciary" with respect to the trust and has retained nimco to perform certain fiduciary services with respect to the trust. Nimco, as named fiduciary, hires and oversees investment managers, the trustee, and other service-providers. Nimco is overseen by the nokia pension & benefit investment committee (pbic), an internal investment committee of the nokia group. ------------

Form 990, Part VI, Section A, Question 7A

Description of classes of persons and the nature of their rights nokia of america corporation as settlor or nokia investment management corporation as named fiduciary of the trust has the power to appoint/terminate the trustee. ------------

Form 990, Part VI, Section A, Question 7B

Decisions requiring approval & type of voting rights trustee is subject to direction from nokia of america corporation (settlor), nokia investment management corporation (named fiduciary) and appointed investment managers. --------------

Form 990, Part VI, Section A, Questions 8A & 8B

Documentation of meetings held the trust does not hold meetings. However, the pbic meets at least quarterly to review trust investment performance and other activities related to the trust. Meetings are documented in meeting minutes. -------------

Form 990, Part VI, Section A, Question 9

Mailing address of persons not reachable at the organization the institutional trustee cannot be reached at the organization's mailing address. Their mailing address is: bank of new york mellon 135 santilli highway everett, ma 02149 ------------

Form 990, Part VI, Section B, Question 11B

Process used by management and/or governing body to review form 990 the form 990 is sent to the trustee for authorization and signature prior to being filed. ------------

Form 990, Part VI, Section B, Questions 12-15

Governance and policies the trust has no employees. Accordingly, there are no such policies in place related to employee compensation. ------------

Form 990, Part VI, Section C, Question 19

Availabilty of documents upon request, the trust agreement is made available to plan participants. -------------

Form 990, Part VII, Section A, Line 1A(1) Col B

Average hours per week of trustee as trustee, the bank of new york mellon provides various administrative services to the trust. These services require the involvement of numerous individual bank employees in the activities of the organization and thus can not easily be quantified on an hourly basis. --------------

Filing and Contact Details

Filer

Filer Name
Lucent Tech Inc Post Retirement Welfare
EIN
22-3463671
In Care Of
% KAREN ALEXANDER
Phone
9087239869
Address
c/o Karen Alexander 600 Mountain Av, Murray Hill, NJ 07974

Signing Officer

Name
Lisa Candy
Title
VP of Trustee
Signed
2019-07-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bank of New York Mellon
Formed
2002
Legal Domicile
Ny
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
PricewaterhouseCoopers LLP
Address
1075 Peachtree Street Suite 2600, Atlanta, GA 30309
Preparer
Robert Purser
Phone
6784191000
Raw XML Appendix388 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0105251705
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0263358050
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0223826393
IRS990/SavingsAndTempCashInvstGrp/BOYAmt043513427
IRS990/SavingsAndTempCashInvstGrp/EOYAmt039147734
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION OF MANAGEMENT ARRANGEMENT THE TRUST IS A VOLUNTARY EMPLOYEE BENEFITS ASSOCIATION PURSUANT TO IRS SECTION 501(C)(9). NOKIA OF AMERICA CORPORATION (PART OF THE NOKIA GROUP), AS SETTLOR, HAS DESIGNATED NOKIA INVESTMENT MANAGEMENT CORPORATION (NIMCO) A "NAMED FIDUCIARY" WITH RESPECT TO THE TRUST AND HAS RETAINED NIMCO TO PERFORM CERTAIN FIDUCIARY SERVICES WITH RESPECT TO THE TRUST. NIMCO, AS NAMED FIDUCIARY, HIRES AND OVERSEES INVESTMENT MANAGERS, THE TRUSTEE, AND OTHER SERVICE-PROVIDERS. NIMCO IS OVERSEEN BY THE NOKIA PENSION & BENEFIT INVESTMENT COMMITTEE (PBIC), AN INTERNAL INVESTMENT COMMITTEE OF THE NOKIA GROUP. ------------
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION OF CLASSES OF PERSONS AND THE NATURE OF THEIR RIGHTS NOKIA OF AMERICA CORPORATION AS SETTLOR OR NOKIA INVESTMENT MANAGEMENT CORPORATION AS NAMED FIDUCIARY OF THE TRUST HAS THE POWER TO APPOINT/TERMINATE THE TRUSTEE. ------------
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DECISIONS REQUIRING APPROVAL & TYPE OF VOTING RIGHTS TRUSTEE IS SUBJECT TO DIRECTION FROM NOKIA OF AMERICA CORPORATION (SETTLOR), NOKIA INVESTMENT MANAGEMENT CORPORATION (NAMED FIDUCIARY) AND APPOINTED INVESTMENT MANAGERS. --------------
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTATION OF MEETINGS HELD THE TRUST DOES NOT HOLD MEETINGS. HOWEVER, THE PBIC MEETS AT LEAST QUARTERLY TO REVIEW TRUST INVESTMENT PERFORMANCE AND OTHER ACTIVITIES RELATED TO THE TRUST. MEETINGS ARE DOCUMENTED IN MEETING MINUTES. -------------
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MAILING ADDRESS OF PERSONS NOT REACHABLE AT THE ORGANIZATION THE INSTITUTIONAL TRUSTEE CANNOT BE REACHED AT THE ORGANIZATION'S MAILING ADDRESS. THEIR MAILING ADDRESS IS: BANK OF NEW YORK MELLON 135 SANTILLI HIGHWAY EVERETT, MA 02149 ------------
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PROCESS USED BY MANAGEMENT AND/OR GOVERNING BODY TO REVIEW FORM 990 THE FORM 990 IS SENT TO THE TRUSTEE FOR AUTHORIZATION AND SIGNATURE PRIOR TO BEING FILED. ------------
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6GOVERNANCE AND POLICIES THE TRUST HAS NO EMPLOYEES. ACCORDINGLY, THERE ARE NO SUCH POLICIES IN PLACE RELATED TO EMPLOYEE COMPENSATION. ------------
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7AVAILABILTY OF DOCUMENTS UPON REQUEST, THE TRUST AGREEMENT IS MADE AVAILABLE TO PLAN PARTICIPANTS. -------------
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8AVERAGE HOURS PER WEEK OF TRUSTEE AS TRUSTEE, THE BANK OF NEW YORK MELLON PROVIDES VARIOUS ADMINISTRATIVE SERVICES TO THE TRUST. THESE SERVICES REQUIRE THE INVOLVEMENT OF NUMEROUS INDIVIDUAL BANK EMPLOYEES IN THE ACTIVITIES OF THE ORGANIZATION AND THUS CAN NOT EASILY BE QUANTIFIED ON AN HOURLY BASIS. --------------
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, QUESTION 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, QUESTION 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, QUESTION 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, QUESTIONS 8A & 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION A, QUESTION 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, QUESTION 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION B, QUESTIONS 12-15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART VI, SECTION C, QUESTION 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART VII, SECTION A, LINE 1A(1) COL B
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0true
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0223408857
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0DE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0TELECOMMUNICATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0NOKIA OF AMERICA CORPORATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0600 MOUNTAIN AVENUE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0MURRAY HILL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0NJ
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd007974
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0true
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0263462071
IRS990/TotalAssetsEOYAmt0223947275
IRS990/TotalAssetsGrp/BOYAmt0263462071
IRS990/TotalAssetsGrp/EOYAmt0223947275
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08884522
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0131771621
IRS990/TotalFunctionalExpensesGrp/TotalAmt0140656143
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0104021
IRS990/TotalLiabilitiesEOYAmt0120882
IRS990/TotalLiabilitiesGrp/BOYAmt0104021
IRS990/TotalLiabilitiesGrp/EOYAmt0120882
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0263358050
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0223826393
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0131771621
IRS990/TotalProgramServiceRevenueAmt0105251705
IRS990/TotalReportableCompFromOrgAmt011500
IRS990/TotalRevenueGrp/ExclusionAmt08023680
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0105251705
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0113275385
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0263462071
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0223947275
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0135 SANTILLI HIGHWAY
IRS990/USAddress/CityNm0EVERETT
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002149
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA CANDY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP OF TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lucent Tech Inc Post Retirement Welfare
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Benefits Trust for Represented Employees
ReturnHeader/Filer/BusinessNameControlTxt0LUC2
ReturnHeader/Filer/EIN0223463671
ReturnHeader/Filer/InCareOfNm0% KAREN ALEXANDER
ReturnHeader/Filer/PhoneNum09087239869
ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o Karen Alexander 600 Mountain Av
ReturnHeader/Filer/USAddress/CityNm0Murray Hill
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007974
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D9A3D271FBCE8547211CBD287822DAA2815CF4DE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07475D6D5ED88D38BC88C443D0799D953107074C4
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId058367020192035000005
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-07-22
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.125.77
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PricewaterhouseCoopers LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01075 Peachtree Street Suite 2600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Atlanta
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030309
ReturnHeader/PreparerPersonGrp/PhoneNum06784191000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT PURSER
ReturnHeader/ReturnTs02019-07-22T15:11:38-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$261$0.22$261$91.9$86.1$5.75
2023Detailed filing. Detailed filing data is available for this year.$235$0.19$234$97.1$95.6$1.56
2022Detailed filing. Detailed filing data is available for this year.$205$0.10$205$106$105$1.38
2021Detailed filing. Detailed filing data is available for this year.$233$0.11$233$188$124$64.2
2020Detailed filing. Detailed filing data is available for this year.$233$0.10$233$115$129$14.6
2019Detailed filing. Detailed filing data is available for this year.$236$0.11$236$126$138$11.7
2018Detailed filing. Detailed filing data is available for this year.$224$0.12$224$113$141$27.4
2017Summary only. Only limited summary data is available for this year.$263$0.10$263$60.0$29.4$30.6
2016Detailed filing. Detailed filing data is available for this year.$199$0.11$199$143$132$11.5
2015Detailed filing. Detailed filing data is available for this year.$177$0.09$177$141$134$7.21
2014Detailed filing. Detailed filing data is available for this year.$175$0.11$175$152$141$10.9
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$153$0.14$153$124
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$133$0.37$132$119
2011Summary only. Only limited summary data is available for this year.$166$0.10$166$79.9$122$42.0