2023 Form 5500 filing — Henry Ford Health System Retirement 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 20241014103324NAL0025931297001) for Henry Ford Health System Retirement Master Trust, reported by Henry Ford Health System under EIN 38-1357020 and plan number 201. 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
- 20241014103324NAL0025931297001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Henry Ford Health System
- EIN
- 38-1357020
- Plan number
- 201
- Location
- Detroit, 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)
- $378,051,652
- Total liabilities (EOY)
- $140,481
- Net assets (EOY)
- $377,911,171
- Total income / additions
- $39,856,936
- Benefits paid
- $0
- Administrative expenses
- $7,788,401
- Total expenses
- $7,788,401
- Net increase / (decrease)
- $32,068,535
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alight Solutions LLC | NONE | $1,074,933 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | NONE | $384,773 | not reported in the loaded dataset |
| Nepc LLC | NONE | $168,269 | not reported in the loaded dataset |
| Findley Davies, Inc. | NONE | $136,879 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $91,488 | $0 |
| Gjc Cpa'S & Advisors | NONE | $82,750 | not reported in the loaded dataset |
| Acadian Asset Management LLC | NONE | $72,915 | not reported in the loaded dataset |
| State Street Global Advisor Trust | NONE | $57,780 | $0 |
| Loomis Sayles Trust Company | NONE | $50,777 | not reported in the loaded dataset |
| Ubs Asset Management Trust Company | NONE | $26,222 | not reported in the loaded dataset |
| Wellington Management Company Llp | NONE | $13,657 | not reported in the loaded dataset |
| Clark Hill Plc | NONE | $12,259 | not reported in the loaded dataset |
| Income Reserch & Mangement | NONE | $10,807 | not reported in the loaded dataset |