2023 Form 5500 filing — Ford Motor Company Trust Fund Fixed Income - Intermediate Credit
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 20241010122626NAL0034024096001) for Ford Motor Company Trust Fund Fixed Income - Intermediate Credit, reported by Ford Motor Company under EIN 36-7324188 and plan number 118. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010122626NAL0034024096001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Ford Motor Company
- EIN
- 36-7324188
- Plan number
- 118
- Location
- Dearborn, MI
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,235,876,680
- Total liabilities (EOY)
- $15,573,487
- Net assets (EOY)
- $4,220,303,193
- Total income / additions
- $303,608,310
- Benefits paid
- $0
- Administrative expenses
- $5,423,653
- Total expenses
- $5,423,653
- Net increase / (decrease)
- $298,184,657
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nisa Investment Advisors LLC | NONE KNOWN | $2,462,978 | not reported in the loaded dataset |
| Pgim, Inc. | NONE KNOWN | $1,660,749 | not reported in the loaded dataset |
| Income Research + Management | NONE KNOWN | $773,616 | not reported in the loaded dataset |
| Western Asset Management Company | NONE KNOWN | $525,558 | not reported in the loaded dataset |
| The Northern Trust Company | CUSTODIAN | $625 | $0 |