2023 Form 5500 filing — Ford Defined Contribution Plans Master Trust
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 20241010131654NAL0021026913001) for Ford Defined Contribution Plans Master Trust, reported by Ford Motor Company under EIN 38-0549190 and plan number 012. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010131654NAL0021026913001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Ford Motor Company
- EIN
- 38-0549190
- Plan number
- 012
- Location
- Dearborn, MI
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,999,811,922
- Total liabilities (EOY)
- $73,815,213
- Net assets (EOY)
- $22,925,996,709
- Total income / additions
- $3,666,159,661
- Benefits paid
- $0
- Administrative expenses
- $7,219,121
- Total expenses
- $7,219,121
- Net increase / (decrease)
- $3,658,940,540
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Financial Engines, Inc. | NONE KNOWN | $14,079,891 | not reported in the loaded dataset |
| Alight Solutions LLC | NONE KNOWN | $4,893,253 | $100,000 |
| Neuberger Berman Inv Advisers LLC | NONE KNOWN | $2,802,586 | $0 |
| Blackrock Trust Company N.A. | NONE KNOWN | $2,789,656 | $0 |
| Prudential Bank & Trust Co. | NONE KNOWN | $1,628,175 | $885,833 |
| Pyramis | NONE KNOWN | $1,057,228 | $1,025,072 |
| Galliard Capital Management, Inc. | NONE KNOWN | $1,437,826 | $0 |
| State Street Global Advisor Trust | NONE KNOWN | $1,246,937 | $0 |
| Newport Trust Company | NONE KNOWN | $900,000 | not reported in the loaded dataset |
| Pacific Investment Management Co. | NONE KNOWN | $746,620 | not reported in the loaded dataset |
| Voya Retirement Insurance & Annuity | NONE KNOWN | $724,595 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | NONE KNOWN | $723,392 | not reported in the loaded dataset |
| Nationwide Mutual Insurance Co. | NONE KNOWN | $710,311 | not reported in the loaded dataset |
| State Street Bank & Trust | NONE KNOWN | $644,417 | $0 |
| Bdo Usa, P.C. | NONE KNOWN | $142,375 | not reported in the loaded dataset |
| Northern Trust Company | NONE KNOWN | $134,142 | $0 |
| Paul Hastings Llp | NONE KNOWN | $14,239 | not reported in the loaded dataset |