Medtronic Retirement Plan Master Trust — Form 5500 plan (Medtronic, Inc.)
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, Medtronic Retirement Plan Master Trust is a benefit plan reported by Medtronic, Inc. under EIN 41-0793183 and plan number 008. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $3,825,087,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Medtronic, Inc.
- EIN
- 41-0793183
- Plan number
- 008
- Plan type
- 4
- Location
- Minneapolis, MN
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $3,825,087,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20250210174705NAL0032374256001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,825,087,000
- Total liabilities (EOY)
- $26,031,000
- Net assets (EOY)
- $3,799,056,000
- Net assets (BOY)
- $3,708,643,000
Income & contributions
- Total contributions
- $0
- Total income / additions
- $305,496,000
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $11,985,000
- Total expenses
- $11,985,000
- Net increase / (decrease)
- $293,511,000
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Institutional Asset Mgmt | ADMIN | $2,706,953 | not reported in the loaded dataset | 2023 |
| Guggemheim Partners Invesment Manag | INV MGT | $1,324,675 | not reported in the loaded dataset | 2023 |
| Acadian Intl Small Cap Fd | INV MGT | $862,080 | not reported in the loaded dataset | 2023 |
| Voya Investment Trust | INV MGT | $563,274 | not reported in the loaded dataset | 2023 |
| Wellington Trust | INV MGT | $499,714 | not reported in the loaded dataset | 2023 |
| Aon Consulting | ACTUARY | $459,641 | not reported in the loaded dataset | 2023 |
| Ubs | INV ADVISORY | $459,146 | not reported in the loaded dataset | 2023 |
| Nepc | INV ADVISORY | $349,180 | not reported in the loaded dataset | 2023 |
| Medtronic | RECORD KEEPING | $199,696 | not reported in the loaded dataset | 2023 |
| Us Bank | TRUSTEE | $143,984 | not reported in the loaded dataset | 2023 |
| Wilshire European Private Market | INV MGT | $20,611 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust | INV ADVISOR | $11,870 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Medtronic, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Minneapolis, MN
- Fidelity Institutional Asset Mgmt — Schedule C compensation
- Guggemheim Partners Invesment Manag — Schedule C compensation
- Acadian Intl Small Cap Fd — Schedule C compensation
- Voya Investment Trust — Schedule C compensation
- Wellington Trust — Schedule C compensation
- Aon Consulting — Schedule C compensation
- Ubs — Schedule C compensation
- Nepc — Schedule C compensation
- Medtronic — Schedule C compensation
- Us Bank — Schedule C compensation
- Wilshire European Private Market — Schedule C compensation
- Blackrock Institutional Trust — Schedule C compensation