form5500lookup

Form 5500 · Retirement plan · ARMONK, NY

INTERNATIONAL BUSINESS MACHINES CORPORATION

The filing calls this plan IBM 401(K) PLAN.

INTERNATIONAL BUSINESS MACHINES CORPORATION of ARMONK, NY's retirement plan holds 3 insurance-company contracts (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
MERCER HEALTH & BENEFITS LLC
Insurance company
METROPOLITAN LIFE INSURANCE COMPANY
Contract year ends
Decemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 13-0871985 · plan 005 · plan year 2025, filed Jul 17, 2026

Participants at the start of the year
149,818
Contracts on file
3
Contract value
$1,261,171,743
Plan year end
December

Plan brief

Schedule A lists 3 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with METROPOLITAN LIFE INSURANCE COMPANY.

The contracts held $1,261,171,743 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
METROPOLITAN LIFE INSURANCE COMPANYDisability2,945December$1,970,431$0
METROPOLITAN TOWER LIFE INSURANCE COMPANYAnnuity / GIC—December$976,720,139$0
PRUDENTIAL INSURANCE COMPANY OF AMERICAAnnuity / GIC—December$284,451,604$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
INTERNATIONAL BUSINESS MACHINES CORPORATION
EIN 13-0871985
STATESTREET
PARTY-IN-INTEREST · EIN 04-1867445
$6,745,444
paid directly by the plan
PIMCO
PARTY-IN-INTEREST · EIN 33-0629048
$5,636,231
paid directly by the plan
PRUDENTIAL INSURANCE COMPANY
PARTY-IN-INTEREST · EIN 22-1211670
$3,698,674
paid directly by the plan
RBC CAPITAL MARKETS
PARTY-IN-INTEREST · EIN 41-1416330
$2,106,853
paid directly by the plan
IBM
Plan administrator · EIN 13-0871985
$1,806,723
paid directly by the plan
METROPOLITAN LIFE INSURANCE COMPANY
PARTY-IN-INTEREST · EIN 13-5581829
$1,607,924
paid directly by the plan
BLACKROCK FINANCIAL MANAGEMENT
PARTY-IN-INTEREST · EIN 13-3806691
$1,549,572
paid directly by the plan
BRIDGEWATER
PARTY-IN-INTEREST · EIN 13-2871809
$1,535,501
paid directly by the plan
NEW YORK LIFE INSURANCE COMPANY
PARTY-IN-INTEREST · EIN 13-5582869
$1,498,871
paid directly by the plan
VANGUARD
PARTY-IN-INTEREST · EIN 23-1945930
$1,476,358
paid directly by the plan
MASSACHUSETTS MUTUAL LIFE INSURANCE
PARTY-IN-INTEREST · EIN 04-1590850
$1,392,278
paid directly by the plan
BAIRD ADVISORS
PARTY-IN-INTEREST · EIN 39-6037917
$891,305
paid directly by the plan
VOYA
PARTY-IN-INTEREST · EIN 88-3236443
$778,137
paid directly by the plan
MACKAY SHIELDS, LLC
PARTY-IN-INTEREST · EIN 13-5582869
$608,232
paid directly by the plan
WESTERN ASSET MANAGEMENT
PARTY-IN-INTEREST · EIN 52-1200960
$366,514
paid directly by the plan
PRICEWATERHOUSECOOPERS LLP
Accounting and audit · EIN 13-4008324
$356,310
paid directly by the plan
BARINGS LLC
PARTY-IN-INTEREST · EIN 51-0504477
$353,008
paid directly by the plan
NORTHEAST RETIREMENT SERVICES, INC.
PARTY-IN-INTEREST · EIN 04-2686260
$285,000
paid directly by the plan
WILLIS TOWERS WATSON
PARTY-IN-INTEREST · EIN 53-0181291
$203,536
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$64,476,933,873
Paid out in benefits
$6,593,689,650
Participants at the start of the year
149,818
Participants with account balances
142,001

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 13-4008324
PRICEWATERHOUSECOOPERS LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified
Audit fee
$356,310

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

The filing reports that employee contributions were not forwarded to the plan on time (line 4a).

Other plans filed by this employer

Ibm Benefits Plan For Retired EmployeesInsured benefit plan · 10 Schedule A contractsRenews ~Jan 1plan 519Insured benefit plan · 10 Schedule A contractsRenews ~Jan 1Ibm Long-Term Disability PlanInsured benefit plan · 3 Schedule A contractsRenews ~Jan 1Ibm Group Life InsuranceInsured benefit plan · 1 Schedule A contractRenews ~Jan 1Ibm Global Assignee Medical ProgramInsured benefit plan · 1 Schedule A contractRenews ~Jan 1Ibm Travel Accident InsuranceInsured benefit plan · 1 Schedule A contractRenews ~Jan 1The Ibm Secured Benefit ArrangementRetirement plan · 1 Schedule A contractIbm Personal Pension PlanRetirement plan · 1 Schedule A contractplan 508Form 5500 filing · no insured Schedule A contractsIbm Short Term Disability PlanForm 5500 filing · no insured Schedule A contractsIbm Medical Benefits TrustForm 5500 filing · no insured Schedule A contracts

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