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Plan Name | MEDTRONIC RETIREMENT PLAN FOR CERTAIN PARTICIPANTS AND BENEFICIARIES |
Plan identification number | 007 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | MEDTRONIC, INC. |
Employer identification number (EIN): | 410793183 |
NAIC Classification: | 339110 |
Additional information about MEDTRONIC, INC.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 1976-02-23 |
Company Identification Number: | 0003865106 |
Legal Registered Office Address: |
710 MEDTRONIC PKWY MINNEAPOLIS United States of America (USA) 55432 |
More information about MEDTRONIC, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
007 | 2022-05-01 | ||||
007 | 2021-05-01 | ||||
007 | 2020-05-01 | ||||
007 | 2020-05-01 | ||||
007 | 2019-05-01 | ||||
007 | 2019-05-01 |
Measure | Date | Value |
---|---|---|
2023: MEDTRONIC RETIREMENT PLAN FOR CERTAIN PARTICIPANTS AND BENEFICIARIES 2023 401k membership | ||
Market value of plan assets | 2023-04-30 | 2,063,450,735 |
Acturial value of plan assets | 2023-04-30 | 2,014,355,924 |
Funding target for retired participants and beneficiaries receiving payment | 2023-04-30 | 316,396,291 |
Number of terminated vested participants | 2023-04-30 | 1,861 |
Fundng target for terminated vested participants | 2023-04-30 | 169,750,698 |
Active participant vested funding target | 2023-04-30 | 955,264,663 |
Number of active participants | 2023-04-30 | 9,030 |
Total funding liabilities for active participants | 2023-04-30 | 981,683,660 |
Total participant count | 2023-04-30 | 11,859 |
Total funding target for all participants | 2023-04-30 | 1,467,830,649 |
Balance at beginning of prior year after applicable adjustments | 2023-04-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2023-04-30 | 528,189,871 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2023-04-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2023-04-30 | 30,516,166 |
Amount remaining of carryover balance | 2023-04-30 | 0 |
Amount remaining of prefunding balance | 2023-04-30 | 497,673,705 |
Present value of excess contributions | 2023-04-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2023-04-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2023-04-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2023-04-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2023-04-30 | 0 |
Balance of carryovers at beginning of current year | 2023-04-30 | 0 |
Balance of prefunding at beginning of current year | 2023-04-30 | 497,026,729 |
Total employer contributions | 2023-04-30 | 0 |
Total employee contributions | 2023-04-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2023-04-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2023-04-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2023-04-30 | 0 |
Unpaid minimum required contributions for all prior years | 2023-04-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2023-04-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2023-04-30 | 0 |
Minimum required contributions for current year target normal cost | 2023-04-30 | 75,135,471 |
Net shortfall amortization installment of oustanding balance | 2023-04-30 | 0 |
Waiver amortization installment | 2023-04-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2023-04-30 | 25,636,925 |
Carryover balance elected to use to offset funding requirement | 2023-04-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2023-04-30 | 25,636,925 |
Additional cash requirement | 2023-04-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2023-04-30 | 0 |
Unpaid minimum required contributions for current year | 2023-04-30 | 0 |
Unpaid minimum required contributions for all years | 2023-04-30 | 0 |
2022: MEDTRONIC RETIREMENT PLAN FOR CERTAIN PARTICIPANTS AND BENEFICIARIES 2022 401k membership | ||
Total participants, beginning-of-year | 2022-05-01 | 11,850 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-05-01 | 7,871 |
Number of retired or separated participants receiving benefits | 2022-05-01 | 1,112 |
Number of other retired or separated participants entitled to future benefits | 2022-05-01 | 2,658 |
Total of all active and inactive participants | 2022-05-01 | 11,641 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-05-01 | 18 |
Total participants | 2022-05-01 | 11,659 |
Number of participants with account balances | 2022-05-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-05-01 | 1 |
Market value of plan assets | 2022-04-30 | 2,102,641,435 |
Acturial value of plan assets | 2022-04-30 | 1,892,377,292 |
Funding target for retired participants and beneficiaries receiving payment | 2022-04-30 | 279,985,698 |
Number of terminated vested participants | 2022-04-30 | 1,449 |
Fundng target for terminated vested participants | 2022-04-30 | 123,500,338 |
Active participant vested funding target | 2022-04-30 | 891,925,289 |
Number of active participants | 2022-04-30 | 9,746 |
Total funding liabilities for active participants | 2022-04-30 | 919,269,312 |
Total participant count | 2022-04-30 | 12,013 |
Total funding target for all participants | 2022-04-30 | 1,322,755,348 |
Balance at beginning of prior year after applicable adjustments | 2022-04-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-04-30 | 401,695,848 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-04-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-04-30 | 0 |
Amount remaining of carryover balance | 2022-04-30 | 0 |
Amount remaining of prefunding balance | 2022-04-30 | 401,695,848 |
Present value of excess contributions | 2022-04-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-04-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-04-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-04-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-04-30 | 0 |
Balance of carryovers at beginning of current year | 2022-04-30 | 0 |
Balance of prefunding at beginning of current year | 2022-04-30 | 528,189,871 |
Total employer contributions | 2022-04-30 | 0 |
Total employee contributions | 2022-04-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-04-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-04-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-04-30 | 0 |
Unpaid minimum required contributions for all prior years | 2022-04-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-04-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-04-30 | 0 |
Minimum required contributions for current year target normal cost | 2022-04-30 | 71,948,239 |
Net shortfall amortization installment of oustanding balance | 2022-04-30 | 0 |
Waiver amortization installment | 2022-04-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-04-30 | 30,516,166 |
Carryover balance elected to use to offset funding requirement | 2022-04-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-04-30 | 30,516,166 |
Additional cash requirement | 2022-04-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-04-30 | 0 |
Unpaid minimum required contributions for current year | 2022-04-30 | 0 |
Unpaid minimum required contributions for all years | 2022-04-30 | 0 |
2021: MEDTRONIC RETIREMENT PLAN FOR CERTAIN PARTICIPANTS AND BENEFICIARIES 2021 401k membership | ||
Total participants, beginning-of-year | 2021-05-01 | 12,029 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-05-01 | 9,031 |
Number of retired or separated participants receiving benefits | 2021-05-01 | 947 |
Number of other retired or separated participants entitled to future benefits | 2021-05-01 | 1,827 |
Total of all active and inactive participants | 2021-05-01 | 11,805 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-05-01 | 45 |
Total participants | 2021-05-01 | 11,850 |
Market value of plan assets | 2021-04-30 | 1,628,511,925 |
Acturial value of plan assets | 2021-04-30 | 1,662,353,345 |
Funding target for retired participants and beneficiaries receiving payment | 2021-04-30 | 51,694,990 |
Number of terminated vested participants | 2021-04-30 | 1,032 |
Fundng target for terminated vested participants | 2021-04-30 | 79,892,737 |
Active participant vested funding target | 2021-04-30 | 971,050,524 |
Number of active participants | 2021-04-30 | 11,015 |
Total funding liabilities for active participants | 2021-04-30 | 994,972,591 |
Total participant count | 2021-04-30 | 12,246 |
Total funding target for all participants | 2021-04-30 | 1,126,560,318 |
Balance at beginning of prior year after applicable adjustments | 2021-04-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-04-30 | 459,863,914 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-04-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-04-30 | 61,000,000 |
Amount remaining of carryover balance | 2021-04-30 | 0 |
Amount remaining of prefunding balance | 2021-04-30 | 398,863,914 |
Present value of excess contributions | 2021-04-30 | 278,555,545 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-04-30 | 291,454,578 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-04-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-04-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-04-30 | 0 |
Balance of carryovers at beginning of current year | 2021-04-30 | 0 |
Balance of prefunding at beginning of current year | 2021-04-30 | 401,695,848 |
Total employer contributions | 2021-04-30 | 0 |
Total employee contributions | 2021-04-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-04-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-04-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-04-30 | 0 |
Liquidity shortfalls end of Q1 | 2021-04-30 | 0 |
Liquidity shortfalls end of Q2 | 2021-04-30 | 0 |
Liquidity shortfalls end of Q3 | 2021-04-30 | 0 |
Liquidity shortfalls end of Q4 | 2021-04-30 | 0 |
Unpaid minimum required contributions for all prior years | 2021-04-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-04-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-04-30 | 0 |
Minimum required contributions for current year target normal cost | 2021-04-30 | 75,170,733 |
Net shortfall amortization installment of oustanding balance | 2021-04-30 | 0 |
Waiver amortization installment | 2021-04-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-04-30 | 0 |
Carryover balance elected to use to offset funding requirement | 2021-04-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-04-30 | 0 |
Additional cash requirement | 2021-04-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-04-30 | 0 |
Unpaid minimum required contributions for current year | 2021-04-30 | 0 |
Unpaid minimum required contributions for all years | 2021-04-30 | 0 |
2020: MEDTRONIC RETIREMENT PLAN FOR CERTAIN PARTICIPANTS AND BENEFICIARIES 2020 401k membership | ||
Total participants, beginning-of-year | 2020-05-01 | 12,258 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-05-01 | 9,761 |
Number of retired or separated participants receiving benefits | 2020-05-01 | 807 |
Number of other retired or separated participants entitled to future benefits | 2020-05-01 | 1,431 |
Total of all active and inactive participants | 2020-05-01 | 11,999 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-05-01 | 30 |
Total participants | 2020-05-01 | 12,029 |
Market value of plan assets | 2020-04-30 | 1,280,612,349 |
Acturial value of plan assets | 2020-04-30 | 1,280,612,349 |
Funding target for retired participants and beneficiaries receiving payment | 2020-04-30 | 9,204,913 |
Number of terminated vested participants | 2020-04-30 | 239 |
Fundng target for terminated vested participants | 2020-04-30 | 13,266,816 |
Active participant vested funding target | 2020-04-30 | 975,796,777 |
Number of active participants | 2020-04-30 | 12,178 |
Total funding liabilities for active participants | 2020-04-30 | 1,002,457,673 |
Total participant count | 2020-04-30 | 12,448 |
Total funding target for all participants | 2020-04-30 | 1,024,929,402 |
Balance at beginning of prior year after applicable adjustments | 2020-04-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-04-30 | 459,863,914 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-04-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-04-30 | 0 |
Amount remaining of carryover balance | 2020-04-30 | 0 |
Amount remaining of prefunding balance | 2020-04-30 | 459,863,914 |
Present value of excess contributions | 2020-04-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-04-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-04-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-04-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-04-30 | 0 |
Balance of carryovers at beginning of current year | 2020-04-30 | 0 |
Balance of prefunding at beginning of current year | 2020-04-30 | 459,863,914 |
Total employer contributions | 2020-04-30 | 350,000,000 |
Total employee contributions | 2020-04-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-04-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-04-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-04-30 | 331,384,827 |
Liquidity shortfalls end of Q1 | 2020-04-30 | 0 |
Liquidity shortfalls end of Q2 | 2020-04-30 | 0 |
Liquidity shortfalls end of Q3 | 2020-04-30 | 0 |
Liquidity shortfalls end of Q4 | 2020-04-30 | 0 |
Unpaid minimum required contributions for all prior years | 2020-04-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-04-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-04-30 | 0 |
Minimum required contributions for current year target normal cost | 2020-04-30 | 80,652,368 |
Net shortfall amortization installment of oustanding balance | 2020-04-30 | 204,180,967 |
Waiver amortization installment | 2020-04-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-04-30 | 113,829,282 |
Carryover balance elected to use to offset funding requirement | 2020-04-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-04-30 | 61,000,000 |
Additional cash requirement | 2020-04-30 | 52,829,282 |
Contributions allocatedtoward minimum required contributions for current year | 2020-04-30 | 331,384,827 |
Unpaid minimum required contributions for current year | 2020-04-30 | 0 |
Unpaid minimum required contributions for all years | 2020-04-30 | 0 |
2019: MEDTRONIC RETIREMENT PLAN FOR CERTAIN PARTICIPANTS AND BENEFICIARIES 2019 401k membership | ||
Total participants, beginning-of-year | 2019-05-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-05-01 | 10,822 |
Number of retired or separated participants receiving benefits | 2019-05-01 | 188 |
Number of other retired or separated participants entitled to future benefits | 2019-05-01 | 992 |
Total of all active and inactive participants | 2019-05-01 | 12,002 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-05-01 | 20 |
Total participants | 2019-05-01 | 12,022 |
Measure | Date | Value |
---|---|---|
2023 : MEDTRONIC RETIREMENT PLAN FOR CERTAIN PARTICIPANTS AND BENEFICIARIES 2023 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2023-04-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-04-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-04-30 | $0 |
Total income from all sources (including contributions) | 2023-04-30 | $-33,029,000 |
Total loss/gain on sale of assets | 2023-04-30 | $0 |
Total of all expenses incurred | 2023-04-30 | $36,607,000 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-04-30 | $36,607,000 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-04-30 | $0 |
Value of total assets at end of year | 2023-04-30 | $2,151,819,000 |
Value of total assets at beginning of year | 2023-04-30 | $2,221,455,000 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-04-30 | $0 |
Total interest from all sources | 2023-04-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-04-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-04-30 | No |
Was this plan covered by a fidelity bond | 2023-04-30 | Yes |
Value of fidelity bond cover | 2023-04-30 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2023-04-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-04-30 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-04-30 | No |
Value of net income/loss | 2023-04-30 | $-69,636,000 |
Value of net assets at end of year (total assets less liabilities) | 2023-04-30 | $2,151,819,000 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-04-30 | $2,221,455,000 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-04-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-04-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-04-30 | No |
Value of interest in master investment trust accounts at end of year | 2023-04-30 | $2,151,819,000 |
Value of interest in master investment trust accounts at beginning of year | 2023-04-30 | $2,221,455,000 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-04-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-04-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-04-30 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-04-30 | $36,607,000 |
Did the plan have assets held for investment | 2023-04-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-04-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-04-30 | No |
Opinion of an independent qualified public accountant for this plan | 2023-04-30 | Unqualified |
Accountancy firm name | 2023-04-30 | PRICEWATERHOUSECOOPERS LLP |
Accountancy firm EIN | 2023-04-30 | 134008324 |
2022 : MEDTRONIC RETIREMENT PLAN FOR CERTAIN PARTICIPANTS AND BENEFICIARIES 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-04-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-04-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-04-30 | $0 |
Total income from all sources (including contributions) | 2022-04-30 | $-12,235,000 |
Total loss/gain on sale of assets | 2022-04-30 | $0 |
Total of all expenses incurred | 2022-04-30 | $34,446,000 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-04-30 | $34,446,000 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-04-30 | $0 |
Value of total assets at end of year | 2022-04-30 | $2,221,455,000 |
Value of total assets at beginning of year | 2022-04-30 | $2,268,136,000 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-04-30 | $0 |
Total interest from all sources | 2022-04-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-04-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-04-30 | No |
Was this plan covered by a fidelity bond | 2022-04-30 | Yes |
Value of fidelity bond cover | 2022-04-30 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2022-04-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-04-30 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-04-30 | No |
Value of net income/loss | 2022-04-30 | $-46,681,000 |
Value of net assets at end of year (total assets less liabilities) | 2022-04-30 | $2,221,455,000 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-04-30 | $2,268,136,000 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-04-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-04-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-04-30 | No |
Value of interest in master investment trust accounts at end of year | 2022-04-30 | $2,221,455,000 |
Value of interest in master investment trust accounts at beginning of year | 2022-04-30 | $2,268,136,000 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-04-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-04-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-04-30 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-04-30 | $34,446,000 |
Did the plan have assets held for investment | 2022-04-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-04-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-04-30 | No |
Opinion of an independent qualified public accountant for this plan | 2022-04-30 | Unqualified |
Accountancy firm name | 2022-04-30 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2022-04-30 | 390859910 |
2021 : MEDTRONIC RETIREMENT PLAN FOR CERTAIN PARTICIPANTS AND BENEFICIARIES 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-04-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-04-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-04-30 | $0 |
Total income from all sources (including contributions) | 2021-04-30 | $716,876,000 |
Total loss/gain on sale of assets | 2021-04-30 | $0 |
Total of all expenses incurred | 2021-04-30 | $31,625,000 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-04-30 | $31,625,000 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-04-30 | $0 |
Value of total assets at end of year | 2021-04-30 | $2,268,136,000 |
Value of total assets at beginning of year | 2021-04-30 | $1,582,885,000 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-04-30 | $0 |
Total interest from all sources | 2021-04-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-04-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-04-30 | No |
Was this plan covered by a fidelity bond | 2021-04-30 | Yes |
Value of fidelity bond cover | 2021-04-30 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2021-04-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-04-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-04-30 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-04-30 | No |
Value of net income/loss | 2021-04-30 | $685,251,000 |
Value of net assets at end of year (total assets less liabilities) | 2021-04-30 | $2,268,136,000 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-04-30 | $1,582,885,000 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-04-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-04-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-04-30 | No |
Value of interest in master investment trust accounts at end of year | 2021-04-30 | $2,268,136,000 |
Value of interest in master investment trust accounts at beginning of year | 2021-04-30 | $1,582,885,000 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-04-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-04-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-04-30 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-04-30 | $31,625,000 |
Did the plan have assets held for investment | 2021-04-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-04-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-04-30 | No |
Opinion of an independent qualified public accountant for this plan | 2021-04-30 | Unqualified |
Accountancy firm name | 2021-04-30 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2021-04-30 | 390859910 |
2020 : MEDTRONIC RETIREMENT PLAN FOR CERTAIN PARTICIPANTS AND BENEFICIARIES 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-04-30 | $0 |
Total transfer of assets to this plan | 2020-04-30 | $1,322,471,000 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-04-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-04-30 | $0 |
Total income from all sources (including contributions) | 2020-04-30 | $265,504,000 |
Total loss/gain on sale of assets | 2020-04-30 | $0 |
Total of all expenses incurred | 2020-04-30 | $5,090,000 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-04-30 | $5,090,000 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-04-30 | $350,000,000 |
Value of total assets at end of year | 2020-04-30 | $1,582,885,000 |
Value of total assets at beginning of year | 2020-04-30 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-04-30 | $0 |
Total interest from all sources | 2020-04-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-04-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-04-30 | No |
Was this plan covered by a fidelity bond | 2020-04-30 | Yes |
Value of fidelity bond cover | 2020-04-30 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2020-04-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-04-30 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-04-30 | No |
Value of net income/loss | 2020-04-30 | $260,414,000 |
Value of net assets at end of year (total assets less liabilities) | 2020-04-30 | $1,582,885,000 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-04-30 | $0 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-04-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-04-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-04-30 | No |
Value of interest in master investment trust accounts at end of year | 2020-04-30 | $1,582,885,000 |
Value of interest in master investment trust accounts at beginning of year | 2020-04-30 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-04-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-04-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-04-30 | No |
Contributions received in cash from employer | 2020-04-30 | $350,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-04-30 | $5,090,000 |
Did the plan have assets held for investment | 2020-04-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-04-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-04-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-04-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2020-04-30 | Disclaimer |
Accountancy firm name | 2020-04-30 | BAKER TILLY, US LLP |
Accountancy firm EIN | 2020-04-30 | 390859910 |
2022: MEDTRONIC RETIREMENT PLAN FOR CERTAIN PARTICIPANTS AND BENEFICIARIES 2022 form 5500 responses | ||
---|---|---|
2022-05-01 | Type of plan entity | Single employer plan |
2022-05-01 | Submission has been amended | Yes |
2022-05-01 | This submission is the final filing | No |
2022-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-05-01 | Plan is a collectively bargained plan | No |
2022-05-01 | Plan funding arrangement – Trust | Yes |
2022-05-01 | Plan benefit arrangement - Trust | Yes |
2021: MEDTRONIC RETIREMENT PLAN FOR CERTAIN PARTICIPANTS AND BENEFICIARIES 2021 form 5500 responses | ||
2021-05-01 | Type of plan entity | Single employer plan |
2021-05-01 | Submission has been amended | No |
2021-05-01 | This submission is the final filing | No |
2021-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-05-01 | Plan is a collectively bargained plan | No |
2021-05-01 | Plan funding arrangement – Trust | Yes |
2021-05-01 | Plan benefit arrangement - Trust | Yes |
2020: MEDTRONIC RETIREMENT PLAN FOR CERTAIN PARTICIPANTS AND BENEFICIARIES 2020 form 5500 responses | ||
2020-05-01 | Type of plan entity | Single employer plan |
2020-05-01 | Submission has been amended | Yes |
2020-05-01 | This submission is the final filing | No |
2020-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-05-01 | Plan is a collectively bargained plan | No |
2020-05-01 | Plan funding arrangement – Trust | Yes |
2020-05-01 | Plan benefit arrangement - Trust | Yes |
2019: MEDTRONIC RETIREMENT PLAN FOR CERTAIN PARTICIPANTS AND BENEFICIARIES 2019 form 5500 responses | ||
2019-05-01 | Type of plan entity | Single employer plan |
2019-05-01 | First time form 5500 has been submitted | Yes |
2019-05-01 | Submission has been amended | No |
2019-05-01 | This submission is the final filing | No |
2019-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-05-01 | Plan is a collectively bargained plan | No |
2019-05-01 | Plan funding arrangement – Trust | Yes |
2019-05-01 | Plan benefit arrangement - Trust | Yes |