2023 Form 5500 filing — Medtronic, Inc. Master Trust Fund
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 20250212152439NAL0021356193001) for Medtronic, Inc. Master Trust Fund, reported by Medtronic, Inc. under EIN 41-0793183 and plan number 006. 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
- 20250212152439NAL0021356193001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Medtronic, Inc.
- EIN
- 41-0793183
- Plan number
- 006
- Location
- Minneapolis, MN
- 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)
- $12,992,663,896
- Total liabilities (EOY)
- $47,402,896
- Net assets (EOY)
- $12,945,261,000
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $1,272,969,841
- Benefits paid
- $0
- Administrative expenses
- $7,694,841
- Total expenses
- $7,694,841
- Net increase / (decrease)
- $1,265,275,000
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $0 | $0 |