Ford Motor Company Trust Fund Private Equity — 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 Private Equity is a benefit plan reported by Ford Motor Company under EIN 36-7324188 and plan number 108. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $1,117,661,853 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
- 108
- Plan type
- 4
- Location
- Dearborn, MI
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $1,117,661,853
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241010123219NAL0035688048001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,117,661,853
- Total liabilities (EOY)
- $22,964,772
- Net assets (EOY)
- $1,094,697,081
- Net assets (BOY)
- $1,324,966,078
Income & contributions
- Total contributions
- $0
- Total income / additions
- -$82,467,990
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $3,336,723
- Total expenses
- $3,336,723
- Net increase / (decrease)
- -$85,804,713
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jp Morgan Investment Management Inc | NONE KNOWN | $821,141 | $0 | 2023 |
| Lehman Brothers Pvt Fd Advisers | NONE KNOWN | $18,018 | not reported in the loaded dataset | 2023 |