2023 Form 5500 filing — Medtronic Savings And Investment Plan
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 20250212152831NAL0035400224001) for Medtronic Savings And Investment Plan, reported by Medtronic, Inc. under EIN 41-0793183 and plan number 005. It reports 58,915 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250212152831NAL0035400224001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Medtronic, Inc.
- EIN
- 41-0793183
- Plan number
- 005
- Location
- Minneapolis, MN
- Participants
- 58,915
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,931,979,000
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,931,979,000
- Employer contributions
- $351,656,000
- Participant contributions
- $492,685,000
- Total income / additions
- $2,142,209,000
- Benefits paid
- $1,407,804,000
- Administrative expenses
- $0
- Total expenses
- $1,407,804,000
- Net increase / (decrease)
- $734,405,000
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $2,586,845 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $647,897 | not reported in the loaded dataset |
| Pricewaterhousecoopers Llp | ACCOUNTANT/AUDITOR | $202,500 | not reported in the loaded dataset |