2025-11-14T15:17:35+00:00 2024-12-31 135381590 BDO USA ONE ERDMAN PLACE SUITE 404 MADISON WI 53717 990 2024-01-01 363930160 TELEPHONE AND DATA SYSTEMS INC EMPLOYEE BENEFIT TRUST TELE 6086648600 525 JUNCTION ROAD MADISON WI 53719 JOHN GREENE DESIGNATED OFFICER 6086648600 2025-11-14 true JAKE COOK P01240455 6088367500 2025-11-14 2024 2025-03-06 01:10:19Z ANNMARIE KREITZER 525 JUNCTION ROAD MADISON WI 53719 125655258 false X N/A X 1993 IL RECEIVE CONTRIBUTIONS FROM EMPLOYEES & PARTICIPATING EMPLOYERS FOR HEALTH AND WELFARE PREMIUMS, TO PAY CLAIMS, PREMIUMS, AND ADMIN FEES. 5 0 0 0 505572 0 0 0 126874709 124974178 376665 505572 0 0 127251374 125479750 0 0 123671702 123088167 0 0 0 0 0 4950543 4716883 128622245 127805050 -1370871 -2325300 14810238 13097672 9173236 11793425 5637002 1304247 TO PROVIDE HEALTH AND WELFARE GROUP INSURANCE COVERAGE FOR PARTICIPATING EMPLOYERS AND EMPLOYEES. false false COLLECTED BOTH EMPLOYER AND EMPLOYEE CONTRIBUTIONS FOR HEALTH AND WELL-BEING GROUP INSURANCE COVERAGE. 0 false false false false false false false false false false false false false false true true false true false false false false false false false false false false false false false false false false false false false false false false false false false false false true false false false false true 0 0 0 true true false false false false false false false X 5 0 false false false false false false false true true false false false false false false false false false false false false false X TELEPHONE AND DATA SYSTEMS INC 6086648600 525 JUNCTION ROAD MADISON WI 53719 ANITA KROLL IMC MEMBER 0.1 0 X 0 0 0 JOHN GREENE IMC MEMBER (AS OF 03/2024) 0.1 0 X 0 0 0 JOHN TOOMEY IMC MEMBER 0.1 1.0 X 0 0 0 LEROY T CARLSON IMC MEMBER 0.1 0 X 0 0 0 STEVEN CARROLL IMC MEMBER (THRU 03/2024) 0.1 0 X 0 0 0 VICKI VILLACREZ IMC MEMBER 0.1 0 X 0 0 0 0 0 0 0 false false false 0 0 EMPLOYER CONTRIBUTIONS 525100 90834375 90834375 0 0 EMPLOYEE CONTRIBUTIONS 525100 34139803 34139803 0 0 0 0 0 0 124974178 291968 0 291968 0 0 0 389112 175508 213604 0 213604 0 213604 0 0 0 0 0 0 125479750 124974178 505572 0 123088167 0 ADMINISTRATION FEES 4720440 UBIT -3557 0 127805050 4683912 4258564 0 0 0 0 0 0 0 0 10126326 8839108 0 0 0 0 14810238 13097672 1571060 1877468 0 0 7602176 9915957 9173236 11793425 X 0 0 0 0 5637002 1304247 5637002 1304247 14810238 13097672 X -2325300 620797 -2628252 X false true true false Federal Income Taxes CLAIMS INCURRED BUT NOT PAID (IBNP) 9915957 9915957 X 0 0 0 0 0 0 0 0 0 0 0 0 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S NET ASSETS IS QUALIFIED PURSUANT TO §501(C)(9) OF THE IRC. TDS HAS OBTAINED A TAX EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE DATED AUGUST 31, 1995 AND THE PLAN SPONSOR BELIEVES THE TRUST CONTINUES TO QUALIFY AND OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE IRC. MANAGEMENT EVALUATED THE PLAN'S TAX POSITIONS AND CONCLUDED THAT THE PLAN HAD MAINTAINED ITS TAX-EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS AS OF DECEMBER 31, 2024 OR 2023, EXCEPT FOR THE UNRELATED BUSINESS INCOME TAX NOTED BELOW. THE PLAN IS SUBJECT TO AUDITS BY TAXING JURISDICTIONS; HOWEVER, FOR TAX PERIODS IN PROGRESS, THERE HAVE BEEN NO SUCH AUDITS. THE TRUST IS SUBJECT TO INCOME TAX ON UNRELATED BUSINESS INCOME EARNED BY THE TRUST. FOR THE YEAR ENDED DECEMBER 31, 2024, THE TRUST RECORDED UNRELATED BUSINESS INCOME TAX BENEFIT OF LESS THAN $0.1 MILLION. Form 990, Part VI, Line 1a Material differences in voting rights TDS HAS APPOINTED A COMMITTEE, THE INVESTMENT MANAGEMENT COMMITTEE COMPRISED OF 5 MEMBERS, WHO ARE LISTED IN PART VII, SECTION A THE COMMITTEE IS A NAMED FIDUCIARY FOR THE TDS EMPLOYEE BENEFIT TRUST AND AUTHORIZED TO DIRECT THE TRUSTEE, NORTHERN TRUST. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 IS PREPARED BY AN EXTERNAL ACCOUNTING FIRM AND THEN REVIEWED BY THE PARENT COMPANY BENEFITS AND TAX DEPARTMENTS. A FINAL REVIEW IS PERFORMED BY ONE MEMBER OF THE INVESTMENT MANAGEMENT COMMITTEE WHO SIGNS AS THE DESIGNATED OFFICER. Form 990, Part VI, Line 19 Required documents available to the public NO DOCUMENTS ARE AVAILABLE TO THE PUBLIC. Form 990, Part XI, Line 9 Other changes in net assets or fund balances CHANGE IN AMOUNTS CURRENTLY PAYABLE FOR CLAIMS - -2628252; Total - -2628252; TELEPHONE AND DATA SYSTEMS INC 30 N LASALLE ST CHICAGO IL 60602 363669023 TELECOMMUNICATION IL NA C Corporation 0 0 0 false false false false false false false false false false false false false false false false false false false false