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Original filing (PDF)20250620100818NAL0005644672001
TEXAS INSTRUMENTS INCORPORATED
Form 5500
FILING_RECEIVED
TEXAS INSTRUMENTS INCORPORATED WELFARE BENEFITS PLAN
Health & welfare plan
Signals · 3
~3414 bps in Sched C feesNo recordkeeper disclosed8 service providers
Active participants
13,631
Accounts w/ balance
—
Plan assets (EOY)
$27.5M
Net assets (EOY)
-$973K
How this plan invests
This plan
1 pooled trust
Schedule D
105 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 3414 bps in Schedule C fees — 11674% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TEXAS INSTRUMENTS INCORPORATED.
Plan sponsor
Name
TEXAS INSTRUMENTS INCORPORATED
EIN
75-0289970
Address
13570 N. CENTRAL EXPRESSWAY · MS 3933 · DALLAS, TX · 75243
Phone
(972) 995-3333
Industry
Manufacturingsee all
Plan administrator
Name
TEXAS INSTRUMENTS ADMINISTRATION COMMITTEE
EIN
75-0289970
City
DALLAS, TX
Phone
(972) 995-3333
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-20
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4L · Death Benefits (other than life insurance)
4Q · Other
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHERN TRUST COMPANY | 36-1561860 | — | TRUSTEE | $23K | — |
Other
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HCSC-BLUE CROSS BLUE SHIELD OF TEXA | 36-1236610 | — | NONE | $5.8M | — |
| FIDELITY | 04-2507163 | — | NONE | $1.6M | — |
| DELTA DENTAL INSURANCE COMPANY | 94-2761537 | — | NONE | $577K | — |
| CAREMARK, LLC | 05-0340626 | — | NONE | $554K | — |
| TEXAS INSTRUMENTS INCORPORATED | 75-0289970 | — | PLAN SPONSOR | $523K | — |
| MAGELLAN BEHAVIORAL CORPORATION | 52-2135463 | — | NONE | $208K | — |
| ERNST & YOUNG LLP | 34-6565596 | — | NONE | $138K | — |
Investments
96 direct securities · 1 pooled fund· $345.5M(100% 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.
Uncategorized
$329.1M
96 holdings
Common Collective Trust
$16.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| COMMON SHORT-TERM INVESTMENT FUND NORTHERN TRUST COMPANY · EIN 36-6452394 / PN 001 | Common Collective Trust | — | $16.4M | $16.4M | 59.6% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $11.3M | $11.3M | 41.2% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $11.3M | $11.3M | 41.1% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $10.6M | $10.6M | 38.5% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $10.0M | $10.0M | 36.4% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $9.8M | $9.8M | 35.8% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $9.0M | $9.0M | 32.7% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $8.2M | $8.2M | 29.8% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $7.0M | $7.0M | 25.5% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $6.9M | $6.9M | 25.0% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $6.9M | $6.9M | 25.0% | |
| Party Involved Description of Asset Price of Asset Date or (Loss) Category (i) – Single transaction in excess of 5% of beginning of year Plan assets Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $6.2M | $6.2M | 22.4% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $6.0M | $6.0M | 21.9% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $5.3M | $5.3M | 19.1% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $5.2M | $5.2M | 18.7% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $5.0M | $5.0M | 18.2% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $5.0M | $5.0M | 18.2% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $4.8M | $4.8M | 17.5% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $4.7M | $4.7M | 17.1% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $4.6M | $4.6M | 16.8% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $4.6M | $4.6M | 16.6% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $4.5M | $4.5M | 16.2% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $4.3M | $4.3M | 15.6% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $4.2M | $4.2M | 15.2% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $4.2M | $4.2M | 15.2% | |
| Party Involved Description of Asset Price of Asset Date or (Loss) Category (i) – Single transaction in excess of 5% of beginning of year Plan assets Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $4.1M | $4.1M | 15.0% | |
| Party Involved Description of Asset Price of Asset Date or (Loss) Category (i) – Single transaction in excess of 5% of beginning of year Plan assets Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $4.0M | $4.0M | 14.7% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $3.9M | $3.9M | 14.2% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $3.8M | $3.8M | 13.9% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $3.7M | $3.7M | 13.5% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $3.6M | $3.6M | 12.9% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $3.5M | $3.5M | 12.9% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $3.5M | $3.5M | 12.8% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $3.4M | $3.4M | 12.5% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $3.4M | $3.4M | 12.3% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $3.3M | $3.3M | 12.1% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $3.3M | $3.3M | 11.9% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $3.3M | $3.3M | 11.9% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $3.2M | $3.2M | 11.6% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $3.1M | $3.1M | 11.3% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $3.1M | $3.1M | 11.1% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $3.0M | $3.0M | 11.1% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $3.0M | $3.0M | 11.0% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $3.0M | $3.0M | 11.0% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $3.0M | $3.0M | 10.8% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $3.0M | $3.0M | 10.8% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $2.9M | $2.9M | 10.6% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $2.8M | $2.8M | 10.3% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $2.8M | $2.8M | 10.2% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $2.8M | $2.8M | 10.1% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $2.6M | $2.6M | 9.4% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $2.5M | $2.5M | 9.3% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $2.5M | $2.5M | 9.2% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $2.5M | $2.5M | 9.1% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $2.4M | $2.4M | 8.9% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $2.4M | $2.4M | 8.8% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $2.4M | $2.4M | 8.6% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $2.3M | $2.3M | 8.4% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $2.3M | $2.3M | 8.3% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $2.3M | $2.3M | 8.2% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $2.2M | $2.2M | 8.0% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $2.2M | $2.2M | 7.9% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $2.1M | $2.1M | 7.7% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $2.1M | $2.1M | 7.7% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $2.1M | $2.1M | 7.5% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $2.0M | $2.0M | 7.3% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $2.0M | $2.0M | 7.3% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $1.9M | $1.9M | 7.1% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $1.9M | $1.9M | 7.1% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $1.9M | $1.9M | 7.0% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $1.9M | $1.9M | 7.0% | |
| Party Involved Description of Asset Price of Asset Date or (Loss) Category (i) – Single transaction in excess of 5% of beginning of year Plan assets Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $1.9M | $1.9M | 7.0% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $1.9M | $1.9M | 6.9% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $1.9M | $1.9M | 6.9% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $1.9M | $1.9M | 6.9% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $1.9M | $1.9M | 6.9% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $1.9M | $1.9M | 6.9% | |
| Party Involved Description of Asset Price of Asset Date or (Loss) Category (i) – Single transaction in excess of 5% of beginning of year Plan assets Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $1.8M | $1.8M | 6.7% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $1.8M | $1.8M | 6.6% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $1.8M | $1.8M | 6.4% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $1.7M | $1.7M | 6.2% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $1.6M | $1.6M | 5.8% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $1.6M | $1.6M | 5.7% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $1.6M | $1.6M | 5.7% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $1.5M | $1.5M | 5.4% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $1.4M | $1.4M | 5.1% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $1.4M | $1.4M | 5.0% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $1.3M | $1.3M | 4.9% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $1.3M | $1.3M | 4.8% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $1.3M | $1.3M | 4.8% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $1.3M | $1.3M | 4.8% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $1.3M | $1.3M | 4.8% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $1.3M | $1.3M | 4.8% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $1.3M | $1.3M | 4.7% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $1.3M | $1.3M | 4.7% | |
| Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $1.2M | $1.2M | 4.3% | |
| Party Involved Description of Asset Price of Asset Date or (Loss) Category (i) – Single transaction in excess of 5% of beginning of year Plan assets Northern Trust Investments, Inc. Short-Term Investment Fund | — | — | $1.2M | $1.2M | 4.3% |