Ford Motor Company Trust Fund Fixed Income - Intermediate Credit — 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 - Intermediate Credit is a benefit plan reported by Ford Motor Company under EIN 36-7324188 and plan number 118. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $4,235,876,680 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
- 118
- Plan type
- 4
- Location
- Dearborn, MI
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $4,235,876,680
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241010122626NAL0034024096001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,235,876,680
- Total liabilities (EOY)
- $15,573,487
- Net assets (EOY)
- $4,220,303,193
- Net assets (BOY)
- $3,922,118,699
Income & contributions
- Total contributions
- $0
- Total income / additions
- $303,608,310
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $5,423,653
- Total expenses
- $5,423,653
- Net increase / (decrease)
- $298,184,657
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nisa Investment Advisors LLC | NONE KNOWN | $2,462,978 | not reported in the loaded dataset | 2023 |
| Pgim, Inc. | NONE KNOWN | $1,660,749 | not reported in the loaded dataset | 2023 |
| Income Research + Management | NONE KNOWN | $773,616 | not reported in the loaded dataset | 2023 |
| Western Asset Management Company | NONE KNOWN | $525,558 | not reported in the loaded dataset | 2023 |
| The Northern Trust Company | CUSTODIAN | $625 | $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
- Nisa Investment Advisors LLC — Schedule C compensation
- Pgim, Inc. — Schedule C compensation
- Income Research + Management — Schedule C compensation
- Western Asset Management Company — Schedule C compensation
- The Northern Trust Company — Schedule C compensation