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HENRY FORD HEALTH SYSTEM PENSION PLAN 401k Plan overview

Plan NameHENRY FORD HEALTH SYSTEM PENSION PLAN
Plan identification number 001

HENRY FORD HEALTH SYSTEM PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HENRY FORD HEALTH SYSTEM has sponsored the creation of one or more 401k plans.

Company Name:HENRY FORD HEALTH SYSTEM
Employer identification number (EIN):381357020
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about HENRY FORD HEALTH SYSTEM

Jurisdiction of Incorporation: Michigan Secretary of State
Incorporation Date: 0000-00-00
Company Identification Number: 774093
Legal Registered Office Address: 1 FORD PLACE SUITE 5B DETROIT


United States of America (USA)
48202

More information about HENRY FORD HEALTH SYSTEM

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HENRY FORD HEALTH SYSTEM PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01
0012017-01-01JAMES FRANCIS
0012016-01-01JAMES FRANCIS
0012015-01-01JAMES FRANCIS
0012014-01-01JAMES FRANCIS
0012013-01-01JAMES FRANCIS
0012012-01-01JAMES FRANCIS
0012011-01-01JAMES FRANCIS
0012009-01-01JAMES FRANCIS

Plan Statistics for HENRY FORD HEALTH SYSTEM PENSION PLAN

401k plan membership statisitcs for HENRY FORD HEALTH SYSTEM PENSION PLAN

Measure Date Value
2019: HENRY FORD HEALTH SYSTEM PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-31327,997,125
Acturial value of plan assets2019-12-31351,828,431
Funding target for retired participants and beneficiaries receiving payment2019-12-3192,962,608
Number of terminated vested participants2019-12-314,894
Fundng target for terminated vested participants2019-12-3182,537,379
Active participant vested funding target2019-12-31199,285,993
Number of active participants2019-12-319,178
Total funding liabilities for active participants2019-12-31202,951,213
Total participant count2019-12-3116,032
Total funding target for all participants2019-12-31378,451,200
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-315,026,786
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-314,473,249
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-31553,537
Present value of excess contributions2019-12-313,057,638
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-312,851,859
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-312,851,859
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-313,368,143
Total employer contributions2019-12-318,386,521
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-317,695,478
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-315,775,000
Net shortfall amortization installment of oustanding balance2019-12-3129,990,912
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3110,993,093
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-313,354,936
Additional cash requirement2019-12-317,638,157
Contributions allocatedtoward minimum required contributions for current year2019-12-317,695,478
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-0116,014
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: HENRY FORD HEALTH SYSTEM PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-31389,865,526
Acturial value of plan assets2018-12-31389,865,526
Funding target for retired participants and beneficiaries receiving payment2018-12-3189,189,224
Number of terminated vested participants2018-12-315,048
Fundng target for terminated vested participants2018-12-3184,673,729
Active participant vested funding target2018-12-31207,838,635
Number of active participants2018-12-319,914
Total funding liabilities for active participants2018-12-31211,352,829
Total participant count2018-12-3116,906
Total funding target for all participants2018-12-31385,215,782
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-312,414,589
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-31471,776
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-311,942,813
Present value of excess contributions2018-12-312,597,279
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-312,790,025
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-312,790,025
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-315,026,786
Total employer contributions2018-12-313,322,028
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-313,057,638
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-314,125,000
Net shortfall amortization installment of oustanding balance2018-12-31377,042
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-314,473,249
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-314,473,249
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-313,057,638
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-0116,888
Total number of active participants reported on line 7a of the Form 55002018-01-019,178
Number of retired or separated participants receiving benefits2018-01-011,789
Number of other retired or separated participants entitled to future benefits2018-01-014,880
Total of all active and inactive participants2018-01-0115,847
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01167
Total participants2018-01-0116,014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0111
2017: HENRY FORD HEALTH SYSTEM PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-31363,971,625
Acturial value of plan assets2017-12-31376,234,964
Funding target for retired participants and beneficiaries receiving payment2017-12-3189,908,853
Number of terminated vested participants2017-12-315,051
Fundng target for terminated vested participants2017-12-3180,791,841
Active participant vested funding target2017-12-31213,612,060
Number of active participants2017-12-3110,692
Total funding liabilities for active participants2017-12-31217,882,696
Total participant count2017-12-3117,715
Total funding target for all participants2017-12-31388,583,390
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-312,249,477
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-312,249,477
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-312,414,589
Total employer contributions2017-12-3110,458,097
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-319,694,767
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-315,145,000
Net shortfall amortization installment of oustanding balance2017-12-3114,763,015
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-317,569,264
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-31471,776
Additional cash requirement2017-12-317,097,488
Contributions allocatedtoward minimum required contributions for current year2017-12-319,694,767
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-0117,701
Total number of active participants reported on line 7a of the Form 55002017-01-019,914
Number of retired or separated participants receiving benefits2017-01-011,782
Number of other retired or separated participants entitled to future benefits2017-01-015,034
Total of all active and inactive participants2017-01-0116,730
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01158
Total participants2017-01-0116,888
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-018
2016: HENRY FORD HEALTH SYSTEM PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-31372,623,645
Acturial value of plan assets2016-12-31409,886,010
Funding target for retired participants and beneficiaries receiving payment2016-12-3186,698,795
Number of terminated vested participants2016-12-315,168
Fundng target for terminated vested participants2016-12-3181,010,105
Active participant vested funding target2016-12-31217,822,079
Number of active participants2016-12-3111,442
Total funding liabilities for active participants2016-12-31222,577,839
Total participant count2016-12-3118,549
Total funding target for all participants2016-12-31390,286,739
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-312,327,687
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-312,327,687
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-312,249,477
Total employer contributions2016-12-310
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-314,620,000
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-0118,539
Total number of active participants reported on line 7a of the Form 55002016-01-0110,692
Number of retired or separated participants receiving benefits2016-01-011,798
Number of other retired or separated participants entitled to future benefits2016-01-015,040
Total of all active and inactive participants2016-01-0117,530
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01171
Total participants2016-01-0117,701
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017
2015: HENRY FORD HEALTH SYSTEM PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0119,743
Total number of active participants reported on line 7a of the Form 55002015-01-0111,442
Number of retired or separated participants receiving benefits2015-01-011,771
Number of other retired or separated participants entitled to future benefits2015-01-015,161
Total of all active and inactive participants2015-01-0118,374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01165
Total participants2015-01-0118,539
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0111
2014: HENRY FORD HEALTH SYSTEM PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0120,935
Total number of active participants reported on line 7a of the Form 55002014-01-0112,435
Number of retired or separated participants receiving benefits2014-01-011,776
Number of other retired or separated participants entitled to future benefits2014-01-015,415
Total of all active and inactive participants2014-01-0119,626
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01117
Total participants2014-01-0119,743
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0163
2013: HENRY FORD HEALTH SYSTEM PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0122,190
Total number of active participants reported on line 7a of the Form 55002013-01-0113,811
Number of retired or separated participants receiving benefits2013-01-011,767
Number of other retired or separated participants entitled to future benefits2013-01-015,239
Total of all active and inactive participants2013-01-0120,817
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01118
Total participants2013-01-0120,935
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01105
2012: HENRY FORD HEALTH SYSTEM PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0123,477
Total number of active participants reported on line 7a of the Form 55002012-01-0115,237
Number of retired or separated participants receiving benefits2012-01-011,792
Number of other retired or separated participants entitled to future benefits2012-01-015,044
Total of all active and inactive participants2012-01-0122,073
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01117
Total participants2012-01-0122,190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01312
2011: HENRY FORD HEALTH SYSTEM PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0124,055
Total number of active participants reported on line 7a of the Form 55002011-01-0116,984
Number of retired or separated participants receiving benefits2011-01-011,796
Number of other retired or separated participants entitled to future benefits2011-01-014,577
Total of all active and inactive participants2011-01-0123,357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01120
Total participants2011-01-0123,477
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01726
2009: HENRY FORD HEALTH SYSTEM PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0121,817
Total number of active participants reported on line 7a of the Form 55002009-01-0116,941
Number of retired or separated participants receiving benefits2009-01-011,888
Number of other retired or separated participants entitled to future benefits2009-01-013,856
Total of all active and inactive participants2009-01-0122,685
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01124
Total participants2009-01-0122,809
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011,120

Financial Data on HENRY FORD HEALTH SYSTEM PENSION PLAN

Measure Date Value
2019 : HENRY FORD HEALTH SYSTEM PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets from this plan2019-12-31$350,239,380
Total transfer of assets from this plan2019-12-31$350,239,380
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$258,064
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$258,064
Total income from all sources (including contributions)2019-12-31$56,778,569
Total income from all sources (including contributions)2019-12-31$56,778,569
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$34,374,470
Total of all expenses incurred2019-12-31$34,374,470
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$34,374,470
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$34,374,470
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,386,521
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,386,521
Value of total assets at end of year2019-12-31$0
Value of total assets at end of year2019-12-31$0
Value of total assets at beginning of year2019-12-31$328,093,345
Value of total assets at beginning of year2019-12-31$328,093,345
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$15,000,000
Value of fidelity bond cover2019-12-31$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$258,064
Liabilities. Value of operating payables at beginning of year2019-12-31$258,064
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$22,404,099
Value of net income/loss2019-12-31$22,404,099
Value of net assets at end of year (total assets less liabilities)2019-12-31$0
Value of net assets at end of year (total assets less liabilities)2019-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$327,835,281
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$327,835,281
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in master investment trust accounts at end of year2019-12-31$0
Value of interest in master investment trust accounts at end of year2019-12-31$0
Value of interest in master investment trust accounts at beginning of year2019-12-31$324,771,317
Value of interest in master investment trust accounts at beginning of year2019-12-31$324,771,317
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$8,386,521
Contributions received in cash from employer2019-12-31$8,386,521
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$3,322,028
Employer contributions (assets) at beginning of year2019-12-31$3,322,028
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$34,374,470
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$34,374,470
Did the plan have assets held for investment2019-12-31No
Did the plan have assets held for investment2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31GEORGE JOHNSON & CO.
Accountancy firm name2019-12-31GEORGE JOHNSON & CO.
Accountancy firm EIN2019-12-31382029668
Accountancy firm EIN2019-12-31382029668
2018 : HENRY FORD HEALTH SYSTEM PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$258,064
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$256,328
Total income from all sources (including contributions)2018-12-31$-25,564,321
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$36,419,356
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$36,419,356
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,322,028
Value of total assets at end of year2018-12-31$328,093,345
Value of total assets at beginning of year2018-12-31$390,075,286
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Liabilities. Value of operating payables at end of year2018-12-31$258,064
Liabilities. Value of operating payables at beginning of year2018-12-31$256,328
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-61,983,677
Value of net assets at end of year (total assets less liabilities)2018-12-31$327,835,281
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$389,818,958
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in master investment trust accounts at end of year2018-12-31$324,771,317
Value of interest in master investment trust accounts at beginning of year2018-12-31$379,617,189
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$3,322,028
Employer contributions (assets) at end of year2018-12-31$3,322,028
Employer contributions (assets) at beginning of year2018-12-31$10,458,097
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$36,419,356
Did the plan have assets held for investment2018-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31GEORGE JOHNSON & CO.
Accountancy firm EIN2018-12-31382029668
2017 : HENRY FORD HEALTH SYSTEM PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$256,328
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$167,748
Total income from all sources (including contributions)2017-12-31$57,627,042
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$31,611,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$31,611,961
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$10,458,097
Value of total assets at end of year2017-12-31$390,075,286
Value of total assets at beginning of year2017-12-31$363,971,625
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Liabilities. Value of operating payables at end of year2017-12-31$256,328
Liabilities. Value of operating payables at beginning of year2017-12-31$167,748
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$26,015,081
Value of net assets at end of year (total assets less liabilities)2017-12-31$389,818,958
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$363,803,877
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in master investment trust accounts at end of year2017-12-31$379,617,189
Value of interest in master investment trust accounts at beginning of year2017-12-31$363,971,625
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$10,458,097
Employer contributions (assets) at end of year2017-12-31$10,458,097
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$31,611,961
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31GEORGE JOHNSON & CO.
Accountancy firm EIN2017-12-31382029668
2016 : HENRY FORD HEALTH SYSTEM PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$167,748
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$251,899
Total income from all sources (including contributions)2016-12-31$21,501,878
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$30,069,747
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$30,069,747
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$363,971,625
Value of total assets at beginning of year2016-12-31$372,623,645
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Liabilities. Value of operating payables at end of year2016-12-31$167,748
Liabilities. Value of operating payables at beginning of year2016-12-31$251,899
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-8,567,869
Value of net assets at end of year (total assets less liabilities)2016-12-31$363,803,877
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$372,371,746
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in master investment trust accounts at end of year2016-12-31$363,971,625
Value of interest in master investment trust accounts at beginning of year2016-12-31$372,623,645
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$30,069,747
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31GEORGE JOHNSON & CO.
Accountancy firm EIN2016-12-31382029668
2015 : HENRY FORD HEALTH SYSTEM PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$251,899
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$93,383
Total income from all sources (including contributions)2015-12-31$-16,788,070
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$32,771,439
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$32,771,439
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$372,623,645
Value of total assets at beginning of year2015-12-31$422,024,638
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Liabilities. Value of operating payables at end of year2015-12-31$251,899
Liabilities. Value of operating payables at beginning of year2015-12-31$93,383
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-49,559,509
Value of net assets at end of year (total assets less liabilities)2015-12-31$372,371,746
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$421,931,255
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in master investment trust accounts at end of year2015-12-31$372,623,645
Value of interest in master investment trust accounts at beginning of year2015-12-31$422,024,638
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$32,771,439
Did the plan have assets held for investment2015-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31GEORGE JOHNSON & CO.
Accountancy firm EIN2015-12-31382029668
2014 : HENRY FORD HEALTH SYSTEM PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$93,383
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$92,965
Total income from all sources (including contributions)2014-12-31$12,138,671
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$37,486,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$37,486,289
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$422,024,638
Value of total assets at beginning of year2014-12-31$447,371,838
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Liabilities. Value of operating payables at end of year2014-12-31$93,383
Liabilities. Value of operating payables at beginning of year2014-12-31$92,965
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-25,347,618
Value of net assets at end of year (total assets less liabilities)2014-12-31$421,931,255
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$447,278,873
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in master investment trust accounts at end of year2014-12-31$422,024,638
Value of interest in master investment trust accounts at beginning of year2014-12-31$447,371,838
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$37,486,289
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31GEORGE JOHNSON & CO.
Accountancy firm EIN2014-12-31382029668
2013 : HENRY FORD HEALTH SYSTEM PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$92,965
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$193,955
Total income from all sources (including contributions)2013-12-31$42,666,932
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$37,737,836
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$37,737,836
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$447,371,838
Value of total assets at beginning of year2013-12-31$442,543,732
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Liabilities. Value of operating payables at end of year2013-12-31$92,965
Liabilities. Value of operating payables at beginning of year2013-12-31$193,955
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,929,096
Value of net assets at end of year (total assets less liabilities)2013-12-31$447,278,873
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$442,349,777
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in master investment trust accounts at end of year2013-12-31$447,371,838
Value of interest in master investment trust accounts at beginning of year2013-12-31$442,543,732
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$37,737,836
Did the plan have assets held for investment2013-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31GEORGE JOHNSON & CO.
Accountancy firm EIN2013-12-31382029668
2012 : HENRY FORD HEALTH SYSTEM PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$193,955
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$319,049
Total income from all sources (including contributions)2012-12-31$52,086,943
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$30,423,360
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$30,423,360
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$0
Value of total assets at end of year2012-12-31$442,543,732
Value of total assets at beginning of year2012-12-31$421,005,243
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Liabilities. Value of operating payables at end of year2012-12-31$193,955
Liabilities. Value of operating payables at beginning of year2012-12-31$319,049
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$21,663,583
Value of net assets at end of year (total assets less liabilities)2012-12-31$442,349,777
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$420,686,194
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in master investment trust accounts at end of year2012-12-31$442,543,732
Value of interest in master investment trust accounts at beginning of year2012-12-31$415,673,371
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Employer contributions (assets) at beginning of year2012-12-31$5,331,872
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$30,423,360
Did the plan have assets held for investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31GEORGE JOHNSON & COMPANY
Accountancy firm EIN2012-12-31382029668
2011 : HENRY FORD HEALTH SYSTEM PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$319,049
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$160,982
Total income from all sources (including contributions)2011-12-31$5,089,564
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$29,587,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$29,587,156
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$11,812,616
Value of total assets at end of year2011-12-31$421,005,243
Value of total assets at beginning of year2011-12-31$445,344,768
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Liabilities. Value of operating payables at end of year2011-12-31$319,049
Liabilities. Value of operating payables at beginning of year2011-12-31$160,982
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-24,497,592
Value of net assets at end of year (total assets less liabilities)2011-12-31$420,686,194
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$445,183,786
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in master investment trust accounts at end of year2011-12-31$415,673,371
Value of interest in master investment trust accounts at beginning of year2011-12-31$427,311,238
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$11,812,616
Employer contributions (assets) at end of year2011-12-31$5,331,872
Employer contributions (assets) at beginning of year2011-12-31$18,033,530
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$29,587,156
Did the plan have assets held for investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31GEORGE JOHNSON & COMPANY
Accountancy firm EIN2011-12-31382029668
2010 : HENRY FORD HEALTH SYSTEM PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$67,299
Total unrealized appreciation/depreciation of assets2010-12-31$67,299
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$160,982
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$339,888
Total income from all sources (including contributions)2010-12-31$66,717,358
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$25,866,808
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$25,866,808
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$18,033,530
Value of total assets at end of year2010-12-31$445,344,768
Value of total assets at beginning of year2010-12-31$404,673,124
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Liabilities. Value of operating payables at end of year2010-12-31$160,982
Liabilities. Value of operating payables at beginning of year2010-12-31$339,888
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$40,850,550
Value of net assets at end of year (total assets less liabilities)2010-12-31$445,183,786
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$404,333,236
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in master investment trust accounts at end of year2010-12-31$427,311,238
Value of interest in master investment trust accounts at beginning of year2010-12-31$386,534,203
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,363,288
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$18,033,530
Employer contributions (assets) at end of year2010-12-31$18,033,530
Employer contributions (assets) at beginning of year2010-12-31$15,775,633
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$25,866,808
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31GEORGE JOHNSON & COMPANY
Accountancy firm EIN2010-12-31382029668
2009 : HENRY FORD HEALTH SYSTEM PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HENRY FORD HEALTH SYSTEM PENSION PLAN

2019: HENRY FORD HEALTH SYSTEM PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingYes
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HENRY FORD HEALTH SYSTEM PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HENRY FORD HEALTH SYSTEM PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HENRY FORD HEALTH SYSTEM PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HENRY FORD HEALTH SYSTEM PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HENRY FORD HEALTH SYSTEM PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HENRY FORD HEALTH SYSTEM PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HENRY FORD HEALTH SYSTEM PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HENRY FORD HEALTH SYSTEM PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: HENRY FORD HEALTH SYSTEM PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number36643
Policy instance 1
Insurance contract or identification number36643
Number of Individuals Covered0
Insurance policy start date2009-12-01
Insurance policy end date2010-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number77575
Policy instance 2
Insurance contract or identification number77575
Number of Individuals Covered0
Insurance policy start date2009-12-01
Insurance policy end date2010-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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