2023 Form 5500 filing — Intel Corporation Retiree Medical 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 20241002100237NAL0014730224001) for Intel Corporation Retiree Medical Plan, reported by Intel Corporation under EIN 94-1672743 and plan number 526. It reports 10,138 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002100237NAL0014730224001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Intel Corporation
- EIN
- 94-1672743
- Plan number
- 526
- Location
- Chandler, AZ
- Participants
- 10,138
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $549,238,004
- Total liabilities (EOY)
- $51,952,533
- Net assets (EOY)
- $497,285,471
- Employer contributions
- $600,000
- Participant contributions
- $8,029,002
- Total income / additions
- $94,432,262
- Benefits paid
- $33,984,316
- Administrative expenses
- $31,635,435
- Total expenses
- $65,619,751
- Net increase / (decrease)
- $28,812,511
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Businessolver | RECORD KEEPER | $610,289 | not reported in the loaded dataset |
| Metlife | NONE | $318,905 | not reported in the loaded dataset |
| State Street Global Advisers | INVESTMENT MANAGEMENT | $281,343 | not reported in the loaded dataset |
| Anthem Blue Cross Life And Health | NONE | $203,852 | not reported in the loaded dataset |
| Deloitte Tax Llp | OTHER SERVICES | $113,026 | not reported in the loaded dataset |
| Hanlon Brown Design, Inc. | COPYING & DUPLICATING | $107,044 | not reported in the loaded dataset |
| Aon Investments Usa Inc. | NONE | $64,722 | not reported in the loaded dataset |
| Mercer | ACTUARY | $54,795 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | OTHER SERVICES | $51,800 | not reported in the loaded dataset |
| Crowe Llp | AUDIT | $51,000 | not reported in the loaded dataset |
| The Bank Of New York Mellon | TRUSTEE | $50,419 | $0 |
| Express Scripts, Inc. | OTHER FEES | $12,963 | not reported in the loaded dataset |