Ford Motor Company Trust Fund Fixed Income-Broad — Form 5500 plan (Ford Motor Company)
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 Motor Company Trust Fund Fixed Income-Broad is a benefit plan reported by Ford Motor Company under EIN 36-7324188 and plan number 104. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $7,833,074,925 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ford Motor Company
- EIN
- 36-7324188
- Plan number
- 104
- Plan type
- 4
- Location
- Dearborn, MI
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $7,833,074,925
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241010122751NAL0009981955001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,833,074,925
- Total liabilities (EOY)
- $992,503,347
- Net assets (EOY)
- $6,840,571,578
- Net assets (BOY)
- $7,652,803,325
Income & contributions
- Total contributions
- $0
- Total income / additions
- $554,576,938
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $11,642,681
- Total expenses
- $11,642,681
- Net increase / (decrease)
- $542,934,257
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pacific Investment Management Co | NONE KNOWN | $3,376,545 | not reported in the loaded dataset | 2023 |
| Goldman Sachs Asset Management, Lp | NONE KNOWN | $1,833,481 | $0 | 2023 |
| Western Asset Management Company | NONE KNOWN | $1,086,807 | not reported in the loaded dataset | 2023 |
| Metlife Investment Management | NONE KNOWN | $1,039,948 | not reported in the loaded dataset | 2023 |
| Blackrock Financial Management | NONE KNOWN | $802,192 | not reported in the loaded dataset | 2023 |
| Schroder Investment Management | NONE KNOWN | $493,530 | not reported in the loaded dataset | 2023 |
| The Northern Trust Company | NONE KNOWN | $16,191 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ford Motor Company
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Dearborn, MI
- Pacific Investment Management Co — Schedule C compensation
- Goldman Sachs Asset Management, Lp — Schedule C compensation
- Western Asset Management Company — Schedule C compensation
- Metlife Investment Management — Schedule C compensation
- Blackrock Financial Management — Schedule C compensation
- Schroder Investment Management — Schedule C compensation
- The Northern Trust Company — Schedule C compensation