Original filing (PDF)20250926093326NAL0003924899001

INTERNATIONAL BUSINESS MACHINES CORPORATION

Name: INTERNATIONAL BUSINESS MACHINES CORPORATION — IBM BENEFITS PLAN FOR RETIRED EMPLOYEES, Form 5500 (2024)
Creator: INTERNATIONAL BUSINESS MACHINES CORPORATION

Form 5500

FILING_RECEIVED

IBM BENEFITS PLAN FOR RETIRED EMPLOYEES

Health & welfare plan

Signals · 3

~4241 bps in Sched C feesNo recordkeeper disclosed8 service providers

Active participants

10,141

Accounts w/ balance

—

Plan assets (EOY)

$15.1M

Net assets (EOY)

-$2.0M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTERNATIONAL BUSINESS MACHINES CORPORATION.

Plan sponsor

Name

INTERNATIONAL BUSINESS MACHINES CORPORATION

EIN

13-0871985

Address

ONE NEW ORCHARD ROAD, MD 261 · ARMONK, NY · 10504

Phone

(800) 796-9876

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

518

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-26

Welfare benefit codes

4A · Health (other than dental or vision)

4B · Life Insurance

4D · Dental

4E · Vision

4Q · Other

Audit & trust (Schedule H)

Auditor

PRICEWATERHOUSECOOPERS LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

8 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY	04-2647786	—	PARTY-IN-INTEREST	$2.7M	—
AETNA	06-6033492	—	PARTY-IN-INTEREST	$1.2M	—
UNITED HEALTHCARE	36-2739571	—	PARTY-IN INTEREST	$1.2M	—
ANTHEM INSURANCE	35-0781558	—	PARTY-IN-INTEREST	$932K	—
CVS CAREMARK	20-8404182	—	PARTY-IN-INTEREST	$237K	—
METROPOLITAN LIFE	13-5581829	—

Investments

1 pooled fund· $7.4M(49% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Investment	Type	Current value	% of plan
IBM MEDICAL BENEFITS TRUST INTERNATIONAL BUSINESS MACHINES CORPORATION · EIN 13-0871985 / PN 010	Master Trust	$7.4M	49.1%

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