2024-11-11T20:25:14-06:00 2023-12-31 PwC US Tax LLP 2001 MARKET ST SUITE 1800 PHILADELPHIA PA 19103 990 2023-01-01 746378299 QWEST OCCUPATIONAL HEALTH TRUST % THE NORTHERN TRUST COMPANY QWES 3125578213 931 14TH STREET Suite 1200 DENVER CO 80202 PETER DINGES TRUSTEE 3125578213 2024-11-07 true true ALBERT N ANTONELLI P01496650 2673303000 2024-11-06 2023 2024-10-15 13:58:12Z THE NORTHERN TRUST COMPANY 333 S WABASH AVE CHICAGO IL 60604 186355 false X N/A X 1989 CO THE PROVISION OF POST-RETIREMENT HEALTHCARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR ELIGIBLE DEPENDENTS. 0 0 0 0 0 0 0 0 0 0 -10538139 83969 264 0 -10537875 83969 0 0 0 2049113 16831 8347 0 0 0 24052 25239 40883 2082699 -10578758 -1998730 3399790 1321594 0 0 3399790 1321594 X THE PROVISION OF POST-RETIREMENT HEALTHCARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR ELIGIBLE DEPENDENTS. false false 2049113 0 0 EXPENSES RELATED TO THE ACCOMPLISHMENT OF THE TRUST'S PRIMARY EXEMPT PURPOSE. 2049113 false false false false false false false false false true false false false true false true false false true false false false false false false false false false false false false false false false false false false false false true false false true 1 0 true 0 true true false false false false false false false X 0 0 false false false false false false false false false false false true false false false false false false CA X THE NORTHERN TRUST COMPANY 3125578213 333 S WABASH AVE CHICAGO IL 60604 THE NORTHERN TRUST COMPANY TRUSTEE 1.0 0.0 X 8347 0 0 8347 0 0 0 false false false 0 0 0 78372 78372 0 0 0 0 0 107983 102386 5597 5597 5597 0 0 0 0 0 0 0 0 0 0 83969 0 83969 0 0 0 2049113 2049113 8347 8347 0 0 0 0 0 0 0 24530 24530 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MISC. 709 709 2082699 2049113 33586 0 0 0 0 0 0 7939 1393 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3391851 1320201 0 0 0 0 0 0 3399790 1321594 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3399790 1321594 0 0 0 0 3399790 1321594 3399790 1321594 -1998730 -79466 X false true X false false INVESTMENTS HELD BY TRUSTEE 1320201 F 1320201 0 0 X SCHEDULE D, PART X, LINE 2 FIN48 DISCLOSURE U.S. GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIOD IN PROGRESS. Europe (Including Iceland and Greenland) Investments 157918 Central America and the Caribbean Investments 21415 179333 179333 false false true true true false SUPPLEMENTAL DISCLOSURES PROGRAM SERVICE ACCOMPLISHMENTS FORM 990, PART III, LINE 3 ASSETS IN THE POST-RETIREMENT TRUSTS HAVE BEEN SUBSTANTIALLY DEPLETED. UNDER ERISA, ALL ASSETS MUST BE USED FOR THE BENEFIT OF PARTICIPANTS OR BENEFICIARIES. BENEFITS PAYMENTS HAVE PRIMARILY TRANSITIONED TO BE PAID BY THE CORPORATE SPONSOR, LUMEN TECHNOLOGIES, INC. ------------------------------------------------------- TOTAL NUMBER OF OFFICERS, DIRECTORS, AND TRUSTEES PERMITTED TO VOTE FORM 990, PART VI, SECTION A, LINE 1A AND AUDIT COMMITTEE FORM 990, PART XII, LINE 2C QWEST OCCUPATIONAL HEALTH TRUST (THE "TRUST") OPERATES FOR THE EXCLUSIVE PURPOSE OF PROVIDING POST-RETIREMENT HEALTHCARE BENEFITS TO ELIGIBLE QWEST-LEGACY EMPLOYEES AND THEIR ELIGIBLE DEPENDENTS. THE TRUST DOES NOT OPERATE INDEPENDENTLY WITH RESPECT TO CONDUCTING BUSINESS AND, AS SUCH, DOES NOT HOLD BOARD MEETINGS. ALL ADMINISTRATIVE ACTIVITIES INVOLVED WITH RESPECT TO THE TRUST ARE FACILITATED BY LUMEN TECHNOLOGIES, INC. ------------------------------------------------------- GOVERNANCE AND POLICIES FORM 990, PART VI, SECTION A, LINE 8 & SECTION B, LINES 12-15 THE TRUST IS A VOLUNTARY EMPLOYEE BENEFITS ASSOCIATION PURSUANT TO IRC SECTION 501(C)(9). ITS TRUSTEE, THE NORTHERN TRUST COMPANY, HAS A FIDUCIARY DUTY TO MANAGE INVESTMENTS IN THE BEST INTEREST OF THE BENEFICIARIES AND OPERATE PURSUANT TO A STRINGENT CODE OF CONDUCT. SINCE THE TRUST DOES NOT MAINTAIN EMPLOYEES, THERE ARE NO PROCESSES IN PLACE RELATED TO EMPLOYEE COMPENSATION. ------------------------------------------------------- REVIEW OF FORM 990 FORM 990, PART VI, SECTION B, LINE 11 DATA FOR THE FORM 990 IS PROVIDED TO PWC US TAX LLP ("PwC") FOR USE IN PREPARATION OF THE FORM 990. THE FORM 990, AS PREPARED BY PwC, IS REVIEWED FOR ACCURACY BY THE PLAN MANAGER BEFORE IT IS SIGNED AND SUBMITTED TO THE IRS. ------------------------------------------------------- GOVERNING DOCUMENTS, ETC.- AVAILABILITY TO THE PUBLIC FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST, THE TRUST AGREEMENT IS MADE AVAILABLE TO PLAN PARTICIPANTS. ------------------------------------------------------- LUMEN TECHNOLOGIES INC 100 CENTURYLINK DR MONROE LA 71203 720651161 PLAN SPONSOR NA C-CORP false false false false false false false false false false false false false false false false false false false false