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Form 5500 · Retirement plan · ARMONK, NY

INTERNATIONAL BUSINESS MACHINES CORPORATION

The filing calls this plan IBM PERSONAL PENSION PLAN.

INTERNATIONAL BUSINESS MACHINES CORPORATION of ARMONK, NY files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by PRUDENTIAL INSURANCE COMPANY OF AMERICA. 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)
Not disclosed
Insurance company
PRUDENTIAL INSURANCE COMPANY OF AMERICA
Contract year ends
Decemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 13-0871985 · plan 001 · plan year 2025, filed Sep 24, 2026

Participants at the start of the year
144,666
Contracts on file
1
Contract value
$637,833,489
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with PRUDENTIAL INSURANCE COMPANY OF AMERICA.

The contracts held $637,833,489 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
PRUDENTIAL INSURANCE COMPANY OF AMERICAAnnuity / GIC—December$637,833,489$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
FIDELITY INVESTMENTS
RECORDKEEPER · EIN 04-2647786
$13,426,532
paid directly by the plan
TOWERS WATSON DELAWARE INC.
PARTY-IN INTEREST · EIN 53-0181291
$6,470,853
paid directly by the plan
NISA INVESTMENT ADVISORS
PARTY-IN INTEREST · EIN 48-1140940
$4,392,119
paid directly by the plan
NORTHERN TRUST COMPANY
PARTY-IN INTEREST · EIN 36-1561860
$3,352,787
paid directly by the plan
IBM
Recordkeeping and information management · EIN 13-0871985
$2,734,953
paid directly by the plan
JP MORGAN INVESTMENT MGMT
PARTY-IN INTEREST · EIN 13-3200244
$2,257,642
paid directly by the plan
VOYA INVESTMENT MANAGEMENT CO
Contract administrator · EIN 02-0488491
$1,447,105
paid directly by the plan
WELLINGTON MANAGEMENT COMPANY LLP
PARTY-ININTEREST · EIN 47-1167553
$1,317,388
paid directly by the plan
METLIFE INVESTMENT MGMT HOLDINGS, L
PARTY-IN-INTEREST · EIN 82-2405817
$1,300,704
paid directly by the plan
LOOMIS, SAYLES & CO.
PARTY-IN-INTEREST · EIN 04-3200030
$1,143,588
paid directly by the plan
PIMCO
PARTY-ININTEREST · EIN 33-0876843
$1,140,158
paid directly by the plan
LOS ANGELES CAPITAL MGMT
PARTY-ININTEREST · EIN 02-0541198
$755,251
paid directly by the plan
P/E GLOBAL LLC
PARTY-IN-INTEREST · EIN 13-4161463
$774,307
paid directly by the plan
BLOOMBERG
Recordkeeping and information management · EIN 06-1818168
$699,164
paid directly by the plan
MARATHON ASSET MANAGEMENT LLP
PARTY-ININTEREST · EIN 61-6506892
$415,453
paid directly by the plan
COVINGTON & BURLING LLP
PARTY-IN-INTEREST · EIN 53-0188441
$374,647
paid directly by the plan
PRICEWATERHOUSECOOPERS LLP
Accounting and audit · EIN 13-4008324
$365,520
paid directly by the plan
PUGH CAPITAL
PARTY-ININTEREST · EIN 91-1522082
$348,863
paid directly by the plan
PRUDENTIAL INSURANCE CO.
PARTY-IN-INTEREST · EIN 22-1211670
$344,795
paid directly by the plan
WELLINGTON TRUST
PARTY-IN-INTEREST · EIN 04-2755549
$304,914
paid directly by the plan
ANDERSEN TAX LLC
Accounting and audit · EIN 26-1437743
$298,177
paid directly by the plan
WESTERN ASSET MANAGEMENT COMPANY
PARTY-ININTEREST · EIN 95-2705767
$269,625
paid directly by the plan
BLACKROCK FINANCIAL MANAGEMENT, INC
Investment advisory · EIN 13-3806691
$251,577
paid directly by the plan
MERCER INVESTMENT CONSULTING INC.
PARTY-IN-INTEREST · EIN 36-2668272
$207,541
paid directly by the plan
PORTFOLIO ADVISORS
PARTY-IN-INTEREST · EIN 06-1487853
$196,800
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
$18,860,559,803
Paid out in benefits
$1,054,197,343
Participants at the start of the year
144,666

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
$365,520

From Schedule H of this filing.

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 401(K) PlanRetirement plan · 3 Schedule A contractsIbm 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 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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