Ibm Medical Benefits Trust — Form 5500 plan (International Business Machines Corporation)

Plain-English plan 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, Ibm Medical Benefits Trust is a benefit plan reported by International Business Machines Corporation under EIN 13-0871985 and plan number 010. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $19,419,232 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
International Business Machines Corporation
EIN
13-0871985
Plan number
010
Plan type
4
Location
Armonk, NY
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$19,419,232

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH, C20241001100051NAL0003176963001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,419,232
Total liabilities (EOY)
$0
Net assets (EOY)
$19,419,232
Net assets (BOY)
$26,032,480

Income & contributions

Total contributions
$0
Total income / additions
$4,329,091

Expenses & distributions

Benefits paid
$0
Administrative expenses
$5,000
Total expenses
$5,000
Net increase / (decrease)
$4,324,091

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Jp Morgan ChaseNONE$5,000$02023

Related Form 5500 pages