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Original filing (PDF)20250620100952NAL0003818273001
TEXAS INSTRUMENTS INCORPORATED
Form 5500
FILING_RECEIVED
TI RETIREE HEALTH BENEFIT PLAN
Health & welfare plan
Signals · 3
36% in single holding~648 bps in Sched C fees6 service providers
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$4.0M
Net assets (EOY)
$4.0M
How this plan invests
This plan
12 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
82
Total plan cost
65
Vendor stack
100
Participation health
90
Knocking points off
- Top holding "Northern Trust Investments, Inc. U.S. Government Portfolio" is 36% of plan.
- 648 bps in Schedule C fees — 1146% above peer band of 52 bps.
- No active participants reported but plan still holds assets.
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
502
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)
4D · Dental
4Q · Other
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHERN TRUST COMPANY | 36-1561860 | — | TRUSTEE | $14K | — |
Other
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HCSC - BLUE CROSS BLUE SHIELD OF TX | 36-1236610 | — | NONE | $155K | — |
| FIDELITY | 04-2507163 | — | NONE | $41K | — |
| ERNST & YOUNG LLP | 34-6565596 | — | NONE | $22K | — |
| CAREMARK, LLC | 05-0340626 | — | NONE | $16K | — |
| DELTA DENTAL INSURANCE COMPANY | 94-2761537 | — | NONE | $14K | — |
Investments
12 direct securities· $17.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Northern Trust Investments, Inc. U.S. Government Portfolio | — | — | $6.3M | $6.3M | 155.4% | |
| Northern Trust Investments, Inc. U.S. Government Portfolio — $ | — | — | $6.2M | $6.2M | 154.2% | |
| The Vanguard Group, Inc. Long Term Tax-Exempt Fund | — | — | $2.0M | $1.9M | 46.2% | |
| Northern Trust Investments, Inc. U. S. Government Portfolio | — | — | $697K | $697K | 17.2% | |
| Registered investment companies * Northern Trust Investments, Inc. U. S. Government Portfolio | — | — | $504K | $504K | 12.5% | |
| Northern Trust Investments, Inc. U. S. Government Portfolio | — | — | $390K | $390K | 9.6% | |
| Northern Trust Investments, Inc. U. S. Government Portfolio | — | — | $325K | $325K | 8.0% | |
| Northern Trust Investments, Inc. U. S. Government Portfolio | — | — | $314K | $314K | 7.8% | |
| Northern Trust Investments, Inc. U. S. Government Portfolio | — | — | $299K | $299K | 7.4% | |
| Northern Trust Investments, Inc. U. S. Government Portfolio | — | — | $297K | $297K | 7.4% | |
| Northern Trust Investments, Inc. U. S. Government Portfolio | — | — | $287K | $287K | 7.1% | |
| The Vanguard Group, Inc. Long Term Tax-Exempt Fund | — | — | $104K | $104K | 2.6% |
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