Ford Foundation Retiree Welfare Plan — Form 5500 plan (Ford Foundation)
Plain-English plan 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, Ford Foundation Retiree Welfare Plan is a benefit plan reported by Ford Foundation under EIN 13-1684331 and plan number 513. The latest loaded filing year is 2023. The filing reports 348 participants and $33,620,467 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ford Foundation
- EIN
- 13-1684331
- Plan number
- 513
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 348 | H | 20240807151459NAL0002178931001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $33,620,467
- Total liabilities (EOY)
- $513,467
- Net assets (EOY)
- $33,107,000
- Net assets (BOY)
- $33,245,057
Income & contributions
- Total contributions
- $0
- Total income / additions
- $5,298,403
Expenses & distributions
- Benefits paid
- $5,302,563
- Administrative expenses
- $133,897
- Total expenses
- $5,436,460
- Net increase / (decrease)
- -$138,057
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.