Administrators of employee benefit plans are required by the Employee Retirement Income Security Act (ERISA) to provide a Summary Annual Report (SAR) for each benefit plan. The SAR is a one-page summary of information from the Form 5500 which informs plan participants about the financial activities of the plan during the plan year. Click the links below to access current Summary Annual Reports.
2023 Summary Annual Reports
2022 Summary Annual Reports
2021 Summary Annual Reports
2020 Summary Annual Reports
2019 Summary Annual Reports
2018 Summary Annual Reports
2017 Summary Annual Reports
2016 Summary Annual Reports
2015 Summary Annual Reports
2014 Summary Annual Reports
- 2014 Heritage Windstream Plans (All)
- 2014 Business Only Broadband (BOB) Plan
- 2014 Network Telephone Company Plan
2013 Summary Annual Reports
2012 Summary Annual Reports
2011 Summary Annual Reports
- 2011 Heritage Windstream Plans (All)
- 2011 Hosted Solutions Plans (All)
- 2011 PAETEC Plan
- 2011 Xeta Technologies Plan
- 2011 NetworkTelephone Company Plan
- 2011 Cavalier Telephone, LLC Plan
2010 Summary Annual Reports
- 2010 Heritage Windstream Plans (All)
- 2010 Hosted Solutions Plans (All)
- 2010 Iowa NonBargaining Plans (All)
- 2010 Iowa Bargaining Plans (All)
- 2010 PAETEC Plan
- 2010 Xeta Technologies Plan
- 2010 NetworkTelephone Company Plan
- 2010 Cavalier Telephone, LLC Plan
2009 Summary Annual Reports
- 2009 Heritage Windstream Plans (ALL)
- 2009 D& E Plans (ALL)
- 2009 Lexcom Plans (ALL)
- 2009 NuVox Plans (ALL)
- 2009 Iowa NonBargaining Plans (ALL)
- 2009 Iowa Bargaining Plans (ALL)
Effective as of 2009, an annual funding notice for the Windstream Pension Plan (the “Plan”) replaces the summary annual report. The annual funding notice provides important information about the funding status of the Plan. In addition, Schedule SB from the Form 5500 includes information about the Plan that allows agencies to evaluate the Plan’s compliance with the Pension Protection Act of 2006 (the “PPA”). Reviewing the Annual Funding Notice & the Schedule SB together may be helpful in understanding the complete status of the Plan.
Schedule SB of Form 5500
- 2008 Windstream Pension Plan
- 2009 Windstream Pension Plan
- 2010 Windstream Pension Plan
- 2011 Windstream Pension Plan
- 2012 Windstream Pension Plan
- 2013 Windstream Pension Plan
- 2014 Windstream Pension Plan
- 2015 Windstream Pension Plan
- 2016 Windstream Pension Plan
- 2017 Windstream Pension Plan
- 2018 Windstream Pension Plan
- 2019 Windstream Pension Plan
- 2020 Windstream Pension Plan
- 2021 Windstream Pension Plan
Annual Funding Notice
- 2009 Windstream Pension Plan
- 2010 Windstream Pension Plan
- 2011 Windstream Pension Plan
- 2012 Windstream Pension Plan
- 2013 Windstream Pension Plan
- 2014 Windstream Pension Plan
- 2015 Windstream Pension Plan
- 2016 Windstream Pension Plan
- 2017 Windstream Pension Plan
- 2018 Windstream Pension Plan
- 2019 Windstream Pension Plan
- 2020 Windstream Pension Plan
- 2021 Windstream Pension Plan
- 2022 Windstream Pension Plan
- 2023 Windstream Pension Plan
Notice to Interested Parties
Windstream is required to give interested parties notice that the Windstream 401(k) Plan and the Windstream Pension Plan have submitted to the IRS for determination that each Plan’s document has been properly updated for required law changes. Click on the links below to access the required notice for each plan.