2023 Form 5500 filing — Medtronic Retirement Plan Master Trust
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250210174705NAL0032374256001) for Medtronic Retirement Plan Master Trust, reported by Medtronic, Inc. under EIN 41-0793183 and plan number 008. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250210174705NAL0032374256001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Medtronic, Inc.
- EIN
- 41-0793183
- Plan number
- 008
- Location
- Minneapolis, MN
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,825,087,000
- Total liabilities (EOY)
- $26,031,000
- Net assets (EOY)
- $3,799,056,000
- Total income / additions
- $305,496,000
- Benefits paid
- $0
- Administrative expenses
- $11,985,000
- Total expenses
- $11,985,000
- Net increase / (decrease)
- $293,511,000
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Institutional Asset Mgmt | ADMIN | $2,706,953 | not reported in the loaded dataset |
| Guggemheim Partners Invesment Manag | INV MGT | $1,324,675 | not reported in the loaded dataset |
| Acadian Intl Small Cap Fd | INV MGT | $862,080 | not reported in the loaded dataset |
| Voya Investment Trust | INV MGT | $563,274 | not reported in the loaded dataset |
| Wellington Trust | INV MGT | $499,714 | not reported in the loaded dataset |
| Aon Consulting | ACTUARY | $459,641 | not reported in the loaded dataset |
| Ubs | INV ADVISORY | $459,146 | not reported in the loaded dataset |
| Nepc | INV ADVISORY | $349,180 | not reported in the loaded dataset |
| Medtronic | RECORD KEEPING | $199,696 | not reported in the loaded dataset |
| Us Bank | TRUSTEE | $143,984 | not reported in the loaded dataset |
| Wilshire European Private Market | INV MGT | $20,611 | not reported in the loaded dataset |
| Blackrock Institutional Trust | INV ADVISOR | $11,870 | not reported in the loaded dataset |