2023 Form 5500 filing — Ford Foundation Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240807151156NAL0002174595001) for Ford Foundation Retirement Plan, reported by Ford Foundation under EIN 13-1684331 and plan number 001. It reports 174 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$287.2MReported net assets$287,214,199
Participants174
Provider compensation$31.8K3 Schedule C row(s)$31,834
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240807151156NAL0002174595001
- Plan sponsor
- Ford Foundation
- EIN
- 13-1684331
- Plan number
- 001
- Location
- New York, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$287.2M total assets
Net assets$287.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $287,214,199
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $287,214,199
- Employer contributions
- $2,287,323
- Participant contributions
- $14,340
- Total income / additions
- $40,968,236
- Benefits paid
- $15,302,059
- Administrative expenses
- $31,834
- Total expenses
- $15,333,893
- Net increase / (decrease)
- $25,634,343
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORDKEEPER | $28,985 | $0 |
| Fidelity Investments Institutional | RECORDKEEPER | $2,360 | $0 |
| Strategic Advisors Inc. | ADVISOR | $489 | not reported in the loaded dataset |