Plan5500

Medtronic Savings And Investment Plan — 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 Savings And Investment Plan is a benefit plan reported by Medtronic, Inc. under EIN 41-0793183 and plan number 005. The latest loaded filing year is 2023. The filing reports 58,915 participants and $12,931,979,000 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Medtronic, Inc.
EIN
41-0793183
Plan number
005
Plan type
2
Location
Minneapolis, MN
Latest filing year
2023
Participants
58,915
End-of-year plan assets
$12,931,979,000

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202358,915H, C20250212152831NAL0035400224001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,931,979,000
Total liabilities (EOY)
$0
Net assets (EOY)
$12,931,979,000
Net assets (BOY)
$12,198,295,000

Income & contributions

Employer contributions
$351,656,000
Participant contributions
$492,685,000
Total contributions
$901,749,000
Total income / additions
$2,142,209,000

Expenses & distributions

Benefits paid
$1,407,804,000
Administrative expenses
$0
Total expenses
$1,407,804,000
Net increase / (decrease)
$734,405,000

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$2,586,845not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$647,897not reported in the loaded dataset2023
Pricewaterhousecoopers LlpACCOUNTANT/AUDITOR$202,500not reported in the loaded dataset2023

Related Form 5500 pages