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Companies

companyMedtronic, Inc.
$33.5Breported plan assets
EIN: 41-0793183Location: MNPlans: 7Participants: 133,793Latest: 2023
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Plans

planMedtronic, Inc. Master Trust FundFinancial statementProvider compensation2023 filing
$13Breported assets (EOY)
Sponsor: Medtronic, Inc.EIN: 41-0793183Plan: 006Participants: not reported in the loaded datasetAssets: $12,992,663,896Net assets: $12.9BLocation: Minneapolis, MNLatest: 2023
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planMedtronic Savings And Investment PlanFinancial statementProvider compensation2023 filing
$12.9Breported assets (EOY)
Sponsor: Medtronic, Inc.EIN: 41-0793183Plan: 005Participants: 58,915Assets: $12,931,979,000Net assets: $12.9BAssets / participant: $219.5KLocation: Minneapolis, MNLatest: 2023
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planMedtronic Retirement Plan Master TrustFinancial statementProvider compensation2023 filing
$3.8Breported assets (EOY)
Sponsor: Medtronic, Inc.EIN: 41-0793183Plan: 008Participants: not reported in the loaded datasetAssets: $3,825,087,000Net assets: $3.8BLocation: Minneapolis, MNLatest: 2023
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planMedtronic Retirement Plan For Certain Participants And BeneficiariesFinancial statement2023 filing
$2.3Breported assets (EOY)
Sponsor: Medtronic, Inc.EIN: 41-0793183Plan: 007Participants: 11,659Assets: $2,307,242,000Net assets: $2.3BAssets / participant: $197.9KLocation: Minneapolis, MNLatest: 2023
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planMedtronic Retirement PlanFinancial statement2023 filing
$1.5Breported assets (EOY)
Sponsor: Medtronic, Inc.EIN: 41-0793183Plan: 002Participants: 13,732Assets: $1,491,814,000Net assets: $1.5BAssets / participant: $108.6KLocation: Minneapolis, MNLatest: 2023
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planMedtronic Group Insurance Plan2023 filing
Sponsor: MedtronicEIN: 41-0793183Plan: 540Participants: 48,627Assets: not reported in the loaded datasetLocation: Minneapolis, MNLatest: 2023
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planMedtronic Retiree Health Plan2023 filing
Sponsor: Medtronic, Inc.EIN: 41-0793183Plan: 541Participants: 860Assets: not reported in the loaded datasetLocation: Minneapolis, MNLatest: 2023
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Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Direct: $1.8BIndirect: $1MLatest: 2023
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providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Direct: $673.6MIndirect: $1.9MLatest: 2023
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providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Direct: $125.3MIndirect: $0Latest: 2023
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providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Direct: $228.5MIndirect: $148.7KLatest: 2023
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providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Direct: $97.6MIndirect: $458Latest: 2023
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providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Direct: $247.8MIndirect: $14.8KLatest: 2023
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providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Direct: $186.8MIndirect: $54.2KLatest: 2023
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providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Direct: $186.9MIndirect: $33.3KLatest: 2023
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Filings

filing2023 Form 5500 — Medtronic Retirement Plan
Sponsor: Medtronic, Inc.EIN: 41-0793183Plan: 002Ack ID: 20250210174433NAL0035816434001
filing2023 Form 5500 — Medtronic Savings And Investment Plan
Sponsor: Medtronic, Inc.EIN: 41-0793183Plan: 005Ack ID: 20250212152831NAL0035400224001
filing2023 Form 5500 — Medtronic, Inc. Master Trust Fund
Sponsor: Medtronic, Inc.EIN: 41-0793183Plan: 006Ack ID: 20250212152439NAL0021356193001
filing2023 Form 5500 — Medtronic Retirement Plan For Certain Participants And Beneficiaries
Sponsor: Medtronic, Inc.EIN: 41-0793183Plan: 007Ack ID: 20250210174553NAL0031069648001
filing2023 Form 5500 — Medtronic Retirement Plan Master Trust
Sponsor: Medtronic, Inc.EIN: 41-0793183Plan: 008Ack ID: 20250210174705NAL0032374256001
filing2023 Form 5500 — Medtronic Group Insurance Plan
Sponsor: MedtronicEIN: 41-0793183Plan: 540Ack ID: 20240827121601NAL0010596353001
filing2023 Form 5500 — Medtronic Retiree Health Plan
Sponsor: Medtronic, Inc.EIN: 41-0793183Plan: 541Ack ID: 20240827122051NAL0010601569001