2023 Form 5500 filing — Ford Foundation Retiree Welfare Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240807151459NAL0002178931001) for Ford Foundation Retiree Welfare Plan, reported by Ford Foundation under EIN 13-1684331 and plan number 513. It reports 348 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$33.1MReported net assets$33,107,000
Participants348
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20240807151459NAL0002178931001
Plan sponsor
Ford Foundation
EIN
13-1684331
Plan number
513
Location
New York, NY
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$33.6M total assets
Net assets$33.1MLiabilities$513.5K
Money in vs. money out
Total income / additions$5.3M
Total expenses$5.4M
Benefits paid / distributions$5.3M
Full reported line items
Total assets (EOY)
$33,620,467
Total liabilities (EOY)
$513,467
Net assets (EOY)
$33,107,000
Total income / additions
$5,298,403
Benefits paid
$5,302,563
Administrative expenses
$133,897
Total expenses
$5,436,460
Net increase / (decrease)
-$138,057

Related Form 5500 pages