Henry Ford Health System Retirement Master Trust — Form 5500 plan (Henry Ford Health System)
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, Henry Ford Health System Retirement Master Trust is a benefit plan reported by Henry Ford Health System under EIN 38-1357020 and plan number 201. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $378,051,652 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Henry Ford Health System
- EIN
- 38-1357020
- Plan number
- 201
- Plan type
- 4
- Location
- Detroit, MI
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $378,051,652
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241014103324NAL0025931297001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $378,051,652
- Total liabilities (EOY)
- $140,481
- Net assets (EOY)
- $377,911,171
- Net assets (BOY)
- $362,070,315
Income & contributions
- Total contributions
- $0
- Total income / additions
- $39,856,936
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $7,788,401
- Total expenses
- $7,788,401
- Net increase / (decrease)
- $32,068,535
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alight Solutions LLC | NONE | $1,074,933 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Us LLC | NONE | $384,773 | not reported in the loaded dataset | 2023 |
| Nepc LLC | NONE | $168,269 | not reported in the loaded dataset | 2023 |
| Findley Davies, Inc. | NONE | $136,879 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $91,488 | $0 | 2023 |
| Gjc Cpa'S & Advisors | NONE | $82,750 | not reported in the loaded dataset | 2023 |
| Acadian Asset Management LLC | NONE | $72,915 | not reported in the loaded dataset | 2023 |
| State Street Global Advisor Trust | NONE | $57,780 | $0 | 2023 |
| Loomis Sayles Trust Company | NONE | $50,777 | not reported in the loaded dataset | 2023 |
| Ubs Asset Management Trust Company | NONE | $26,222 | not reported in the loaded dataset | 2023 |
| Wellington Management Company Llp | NONE | $13,657 | not reported in the loaded dataset | 2023 |
| Clark Hill Plc | NONE | $12,259 | not reported in the loaded dataset | 2023 |
| Income Reserch & Mangement | NONE | $10,807 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Henry Ford Health System
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Detroit, MI
- Alight Solutions LLC — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation
- Nepc LLC — Schedule C compensation
- Findley Davies, Inc. — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Gjc Cpa'S & Advisors — Schedule C compensation
- Acadian Asset Management LLC — Schedule C compensation
- State Street Global Advisor Trust — Schedule C compensation
- Loomis Sayles Trust Company — Schedule C compensation
- Ubs Asset Management Trust Company — Schedule C compensation
- Wellington Management Company Llp — Schedule C compensation
- Clark Hill Plc — Schedule C compensation
- Income Reserch & Mangement — Schedule C compensation