Intel Corporation Retiree Medical Plan — Form 5500 plan (Intel Corporation)
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, Intel Corporation Retiree Medical Plan is a benefit plan reported by Intel Corporation under EIN 94-1672743 and plan number 526. The latest loaded filing year is 2023. The filing reports 10,138 participants and $549,238,004 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Intel Corporation
- EIN
- 94-1672743
- Plan number
- 526
- Plan type
- 2
- Location
- Chandler, AZ
- Latest filing year
- 2023
- Participants
- 10,138
- End-of-year plan assets
- $549,238,004
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10,138 | H, C | 20241002100237NAL0014730224001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $549,238,004
- Total liabilities (EOY)
- $51,952,533
- Net assets (EOY)
- $497,285,471
- Net assets (BOY)
- $468,472,960
Income & contributions
- Employer contributions
- $600,000
- Participant contributions
- $8,029,002
- Total contributions
- $8,629,002
- Total income / additions
- $94,432,262
Expenses & distributions
- Benefits paid
- $33,984,316
- Administrative expenses
- $31,635,435
- Total expenses
- $65,619,751
- Net increase / (decrease)
- $28,812,511
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Businessolver | RECORD KEEPER | $610,289 | not reported in the loaded dataset | 2023 |
| Metlife | NONE | $318,905 | not reported in the loaded dataset | 2023 |
| State Street Global Advisers | INVESTMENT MANAGEMENT | $281,343 | not reported in the loaded dataset | 2023 |
| Anthem Blue Cross Life And Health | NONE | $203,852 | not reported in the loaded dataset | 2023 |
| Deloitte Tax Llp | OTHER SERVICES | $113,026 | not reported in the loaded dataset | 2023 |
| Hanlon Brown Design, Inc. | COPYING & DUPLICATING | $107,044 | not reported in the loaded dataset | 2023 |
| Aon Investments Usa Inc. | NONE | $64,722 | not reported in the loaded dataset | 2023 |
| Mercer | ACTUARY | $54,795 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | OTHER SERVICES | $51,800 | not reported in the loaded dataset | 2023 |
| Crowe Llp | AUDIT | $51,000 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | TRUSTEE | $50,419 | $0 | 2023 |
| Express Scripts, Inc. | OTHER FEES | $12,963 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Intel Corporation
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Chandler, AZ
- Businessolver — Schedule C compensation
- Metlife — Schedule C compensation
- State Street Global Advisers — Schedule C compensation
- Anthem Blue Cross Life And Health — Schedule C compensation
- Deloitte Tax Llp — Schedule C compensation
- Hanlon Brown Design, Inc. — Schedule C compensation
- Aon Investments Usa Inc. — Schedule C compensation
- Mercer — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Crowe Llp — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Express Scripts, Inc. — Schedule C compensation