PlanOptica
Retirement plan

AUTOALLIANCE INTERNATIONAL, INC. RETIREMENT PLAN FOR EMPLOYEES REPRESENTED BY THE UAW

FORD MOTOR COMPANYEIN 38-0549190Plan #007PY 2017
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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-$24.40B assets#002Retirement-$19.71B assets#010Retirement-$11.44B assets#025Retirement-$5.27B assets#003Retirement-$405.0M assets
Prospect flagsWind-down / frozen

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(313) 322-5012
Plan administrator signer
ROBIN WOOD
Signed 10/03/2018
How to read this page

Summary metrics

Total assets (EOY)
$155.2M
-1.0% from 2016
Total participants
2,686
+2.8% from 2016
Average account balance
$0
No prior year
Annual return
11.96%
-10.61 pp from 2016

Benchmarks

See 170 peers
Peer group
Industry33 - Manufacturing
Plan typeDefined benefit
Participants1,000-4,999
Cohort170 peers
Snapshot2017
Participant deferral / active EE
$0
median $370
Employer contribution / active EE
$0
median $8,659
Participation rate
0.0%
median 0.0%
Avg account balance
$0
Admin fee / account holder
$0
Annual return
11.96%
median 13.78%
Overall peer rank
29th percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$89.32M
Average account balance
Total assets / participants with a balance (line 6g)
$45K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
1,435
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
$7.12M
Not enough data
2 years with contributions on file
Contributions per participant
Average employer and participant contribution per enrolled participant
$13K
Not enough data
2 years with per-participant contribution data
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
-1.37%
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 3 by compensation
ProviderService typeCompensation
CONDUENT HR SERVICES, LLC2 years
Service code 12 · EIN 20-2185976
Participant communication; Claims pro...
$102,285
PLANTE & MORAN, PLLC3+ years
Service code 10 · EIN 38-1357951
Accounting
$40,827
STATE STREET BANK & TRUST COMPANY3+ years
Service code 49 · EIN 04-1867445
Other Services
$6,261

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 2018-09-24

Reportable transactions (Schedule G)

2 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
2017 INADVERTENT LOAN OF APPROXIMATELY $18, WITH AN AMOUNT INVOLVED OF $0
—$18
Part 3
Non-exempt transaction
FORD MOTOR COMPANY
PLAN SPONSOR
2017 INADVERTENT LOAN OF APPROXIMATELY $154, WITH AN AMOUNT INVOLVED OF $2
—$154

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 codes1A1B1C3F3H
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).
  • 1C
    Cash balance or similar plan
    A cash balance formula in a defined benefit plan that expresses the accrued benefit in terms more common to a defined contribution plan such as a hypothetical account balance or single sum amount (includes personal account plan pension equity plan life cycle plan and cash account plan).
  • 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)).

Opportunity flags

1 tripped
  • InformationalWind-down / frozen

    Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.

Expense breakdown

Schedule H Part II
Admin total
$455K
$288 / participant
  • Other / not subdivided$455K100.0%
% of EOY assets
0.293%
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