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Original filing (PDF)20251013105125NAL0001065521001
BORGWARNER INC.
Form 5500
FILING_RECEIVED
BORGWARNER INC. RETIREMENT PLAN
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
326
Accounts w/ balance
—
Plan assets (EOY)
$126.5M
Net assets (EOY)
$126.4M
How this plan invests
This plan
11 pooled trusts
Schedule D
11 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
55
Participation health
100
Knocking points off
- 61 bps in Schedule C fees — 510% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BORGWARNER INC..
Plan sponsor
Name
BORGWARNER INC.
EIN
13-3404508
Address
3850 HAMLIN ROAD · AUBURN HILLS, MI · 483262872
Phone
(248) 754-9200
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
1B · Flat-dollar DB formula
1C · Cash balance or similar hybrid DB
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $366K | — |
| TOWERS WATSON INVESTMENT SERVICES | 52-1868818 | — | NONE | $245K | — |
| NORTHERN TRUST | 36-1561860 | — | NONE | $111K | — |
| GRANT THORNTON LLP | 36-6055558 | — | NONE | $43K | — |
| BLACKROCK INSTITUTIONAL TRUST COMPA | 30-0587659 | — | NONE | $7K | — |
Investments
2 direct securities · 11 pooled funds· $158.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$126.5M
11 holdings
Uncategorized
$32.3M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| WTW GT LONG CREDIT FUND WILLIS TOWERS WATSON · EIN 82-6695738 / PN 004 | Common Collective Trust | — | $22.6M | $20.4M | 16.1% | |
| COLTV SHORT TERM INVESTMENT FUND THE NORTHERN TRUST COMPANY · EIN 45-6138589 / PN 084 | Common Collective Trust | — | $18.8M | $18.8M | 14.9% | |
| Collective Trust 1-10 Year Intermediate Government Bond Index * Northern Trust Fund Non-Lending | — | — | $17.4M | $17.2M | 13.6% | |
| MFB NT COLTV 1-10YR INTR GOVT BOND THE NORTHERN TRUST COMPANY · EIN 45-6138589 / PN 056 | Common Collective Trust | — | — | $17.2M | 13.6% | |
| SSGA LONG US GOVT INDEX FUND STATE STREET · EIN 04-0025081 / PN 142 | Common Collective Trust | — | $25.0M | $16.4M | 13.0% | |
| NT COLTV ALL COUNTRY WORLD FUND NL THE NORTHERN TRUST COMAPNY · EIN 45-6138589 / PN 103 | Common Collective Trust | — | $10.3M | $16.0M | 12.6% | |
| Willis Towers Watson Group Trust Real Asset Fund | — | — | $12.3M | $15.1M | 11.9% | |
| WTW GT REAL ASSETS FUND WILLIS TOWERS WATSON · EIN 82-6695738 / PN 005 | Common Collective Trust | — | — | $15.1M | 11.9% | |
| WTW GT DIVERSIFIED CREDIT FUND WILLIS TOWERS WATSON · EIN 82-6695738 / PN 001 | Common Collective Trust | — | $11.6M | $14.6M | 11.5% | |
| BLACKROCK TREAS 5 YR NON LEND FD BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 47-4104495 / PN 001 | Common Collective Trust | — | $3.9M | $3.1M | 2.4% | |
| BLACKROCK TREAS 10 YR NON LEND FD BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 47-4226866 / PN 001 | Common Collective Trust | — | $8.0M | $2.9M | 2.3% | |
| BLACKROCK TREAS 15 YR NON LEND FD BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-3856099 / PN 001 | Common Collective Trust | — | $5.6M | $1.7M | 1.3% | |
| BLACKROCK TREAS 20 YR NON LEND FD BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-3856189 / PN 001 | Common Collective Trust | — | $1.1M | $354K | 0.3% |
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