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Original filing (PDF)20250902075755NAL0014043825001
INTEL CORPORATION
Form 5500
FILING_RECEIVED
INTEL MINIMUM PENSION PLAN
Defined-benefit pension plan
Signals · 2
32% in single holding10 service providers
Active participants
13,179
Accounts w/ balance
—
Plan assets (EOY)
$814.7M
Net assets (EOY)
$803.5M
How this plan invests
This plan
6 pooled trusts
Schedule D
5 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
84
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: PRUDENTIAL LONG DURATION CREDIT FUND OF THE PRUDENTIAL TRUST COMPANY COLLECTIVE TRUST (extraction pending)]" is 32% of plan.
- 27 bps in Schedule C fees — 349% above peer band of 6 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTEL CORPORATION.
Plan sponsor
Name
INTEL CORPORATION
EIN
94-1672743
Address
1900 PRAIRIE CITY RD · M/S FM3-05 · FOLSOM, CA · 95630
Phone
—
Industry
Manufacturingsee all
Plan administrator
Name
INTEL RETIREMENT PLANS ADMINISTRATIVE COMMITTEE
EIN
20-5001544
City
FOLSOM, CA
Phone
—
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-02
Pension benefit codes
1A · Pay-related DB formula
1D · Floor-offset DB
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
10 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INVEST INST OPS CO | 04-2647786 | — | RECORDKEEPER | $1.2M | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CROWE LLP | 35-0921680 | — | AUDIT | $50K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER US LLC | 13-2834414 | — | ACTUARY | $180K | — |
Other
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLACKROCK INSTITUTIONAL TRUST COMPA | 94-3112180 | — | NONE | $414K | — |
| AON INVESTMENTS USA INC. | 36-3109431 | — | NONE | $230K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE | $47K | — |
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | NONE | $23K | — |
| MORGAN LEWIS BROCKIUS LLP | 23-0891050 | — | NONE | $10K | — |
| CHRISTOPHER C GECZY | — | NEWTON SQUARE, PA | NONE | $9K | — |
| NORTHEAST RETIREMENT SERVICES, LLC | 81-5140646 | — | NONE | $8K | — |
Investments
6 pooled funds· $804.9M(99% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRUDENTIAL LONG DURATION CREDIT FUN PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 222 | Common Collective Trust | — | — | $258.2M | 31.7% | |
| NISA LONG CREDIT CIF GLOBAL TRUST COMPANY · EIN 88-6547562 / PN 003 | Common Collective Trust | — | — | $254.1M | 31.2% | |
| BLACKROCK U.S. STRIPS 20+ YEAR INDE BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 27-3227381 / PN 001 | Common Collective Trust | — | — | $187.7M | 23.0% | |
| BLACKROCK MSCI ACWI IMI INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 33-6371938 / PN 001 | Common Collective Trust | — | — | $77.4M | 9.5% | |
| BLACKROCK INTERMEDIATE GOVERNMENT B BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 94-3118548 / PN 001 | Common Collective Trust | — | — | $27.5M | 3.4% | |
| INTEL LONG CREDIT TGCW SEI TRUST COMPANY · EIN 37-6550368 / PN 026 | Common Collective Trust | — | — | $0 | <0.1% |