2023 Form 5500 filing — Ibm Medical Benefits 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 20241001100051NAL0003176963001) for Ibm Medical Benefits Trust, reported by International Business Machines Corporation under EIN 13-0871985 and plan number 010. 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
- 20241001100051NAL0003176963001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- International Business Machines Corporation
- EIN
- 13-0871985
- Plan number
- 010
- Location
- Armonk, NY
- 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)
- $19,419,232
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,419,232
- Total income / additions
- $4,329,091
- Benefits paid
- $0
- Administrative expenses
- $5,000
- Total expenses
- $5,000
- Net increase / (decrease)
- $4,324,091
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jp Morgan Chase | NONE | $5,000 | $0 |