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Retirement plan

FORD MOTOR COMPANY GENERAL RETIREMENT PLAN

FORD MOTOR COMPANYEIN 38-0549190Plan #002PY 2016
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TAX DEPARTMENT, 1 AMERICAN ROAD, FORD WHQ, ROOM 612 - DEARBORN, MI 48126313-322-5012ford.comLinkedIn10001+ employeesautomotive
Other plans on this EIN
5 filings
#001Retirement-$23.11B assets#010Retirement-$9.97B assets#025Retirement-$4.61B assets#003Retirement-$293.2M assets#007Retirement-$144.4M assets
Prospect flagsHigh retiree %

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(313) 322-5012
Plan administrator signer
ROBIN WOOD
Signed 10/09/2017
How to read this page

Summary metrics

Total assets (EOY)
$18782.6M
-2.6% from 2016
Total participants
77,001
+1.3% from 2016
Average account balance
$0
No prior year
Annual return
8.48%
-10.36 pp from 2016

Benchmarks

See 32 peers
Peer group
Industry33 - Manufacturing
Plan typeDefined benefit
Participants>=10,000
Cohort32 peers
Snapshot2016
Participant deferral / active EE
$1,498
median $61
Employer contribution / active EE
$0
median $5,746
Participation rate
0.0%
median 0.0%
Avg account balance
$0
median $40,289
Admin fee / account holder
$0
median $312
Annual return
8.48%
median 7.59%
Overall peer rank
50th percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$12.12B
Average account balance
Total assets / participants with a balance (line 6g)
$222K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
46,396
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
0.0%
Contributions (total)
Employer and participant dollars contributed each year
$558.83M
Contributions per participant
Average employer and participant contribution per enrolled participant
$68K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
-1.18%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$0
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
  • Mutual / pooled
  • Stocks
  • Bonds
  • Cash
  • Real estate
  • Loans

Service providers

Top 7 by compensation
ProviderService typeCompensation
CONDUENT HR SERVICES, LLC1 year
Service code 12 · EIN 20-2185976
Direct payment from the plan; Consult...
$2,967,053
CONDUENT HR CONSULTING, LLC1 year
Service code 15
1700 FEDERAL DRIVE, STE 100 · ALLEN PARK, MI 48101
Recordkeeping
$1,441,674
STATE STREET BANK & TRUST COMPANY2+ years
Service code 49 · EIN 04-1867445
Other Services
$506,513
FORD MOTOR COMPANY2+ years
Service code 14 · EIN 38-0549190
Plan Administrator
$388,501
PLANTE & MORAN PLLC2+ years
Service code 10 · EIN 38-1357951
Accounting
$219,273
TOWERS WATSON DELAWARE INC.2+ years
Service code 11 · EIN 53-0181291
Actuarial
$151,200
COMERICA2+ years
Service code 49 · EIN 42-1741646
Other Services
$3,150

Enrolled actuary

1 attachment
SB

TRAVIS J WINKELS, F.S.A., E.A.

TOWERS WATSON DELAWARE INC.
Enrollment #1706664
101 S. HENLEY ROAD, SUITE 900
ST. LOUIS, MO 63105
(314) 719-5920
Signed 2017-09-26

Reportable transactions (Schedule G)

5 rows

Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.

CategoryCounterpartyRelationship / TermsAddressAmount
Part 3
Non-exempt transaction
FORD MOTOR COMPANY
PLAN SPONSOR
2011 INADVERTENT LOAN OF APPROXIMATELY $2,322, WITH AN AMOUNT INVOLVED OF $2
—$2K
Part 3
Non-exempt transaction
FORD MOTOR COMPANY
PLAN SPONSOR
2012 INADVERTENT LOAN OF APPROXIMATELY $2,322, WITH AN AMOUNT INVOLVED OF $1
—$2K
Part 3
Non-exempt transaction
FORD MOTOR COMPANY
PLAN SPONSOR
2013 INADVERTENT LOAN OF APPROXIMATELY $2,322, WITH AN AMOUNT INVOLVED OF $6
—$2K
Part 3
Non-exempt transaction
FORD MOTOR COMPANY
PLAN SPONSOR
2014 INADVERTENT LOAN OF APPROXIMATELY $2,322, WITH AN AMOUNT INVOLVED OF $4
—$2K
Part 3
Non-exempt transaction
FORD MOTOR COMPANY
PLAN SPONSOR
2015 INADVERTENT LOAN OF APPROXIMATELY $2,322, WITH AN AMOUNT INVOLVED OF $2
—$2K

Top hat statement on fileNQDC

Filed November 3, 2013 (most recent of 2 filings on file)

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

Open the filing PDF

Plan features & details

Pension benefit codes1A1B3H3F3J
Plan features
  • 1A
    Benefits are primarily pay related
    Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
  • 1B
    Benefits are primarily flat dollar
    Benefits are primarily a flat dollar amount (including a dollar amount per year of service).
  • 3F
    Leased employees
    Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
  • 3H
    Controlled group member
    Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
  • 3J
    U.S.-based Puerto Rico dual-qualified plan
    U.S.-based plan that covers residents of Puerto Rico and is qualified under both Code section 401 and section 1165 of the Internal Revenue Code of Puerto Rico.

Opportunity flags

1 tripped
  • InformationalHigh retiree %

    Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

Expense breakdown

Schedule H Part II
Admin total
$10.6M
$599 / participant
  • Other / not subdivided$11M100.0%
% of EOY assets
0.056%
all-in expense ratio
Categories reported
0 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm
PLANTE & MORAN, PLLC
Auditor EIN
381357951
Audit fees
(not subdivided)
Opinion code
Unqualified