Form 5500 Search
Back to filter
Original filing (PDF)20260108093131NAL0010149968001

AMERICAN HONDA MOTOR CO., INC.

Form 5500
FILING_RECEIVED
HONDA HEALTH AND WELFARE BENEFITS TRUST
Pooled investment trusta fund that other plans invest in — not a participant plan
Signals · 1
~1032 bps in Sched C fees
Active participants
Accounts w/ balance
Plan assets (EOY)
$32.0M
Net assets (EOY)
$32.0M
How this plan invests
2 plans
invest in this fund
This trust
pooled vehicle
Underlying securities
on this filing

This is a pooled fund: many plans invest in it, and it holds the underlying securities.

Master trust / DFE filing
Pooled investment vehicle

This filing is a Direct Filing Entity (DFE) — a master trust or collective investment trust that pools assets from multiple participating plans. It does not have plan participants of its own, and the Plan Health Score formula doesn’t apply. Individual participant-facing plans that invest in this trust are the appropriate target for fiduciary analysis.

Pooled assets (EOY)
$32.0M
Net assets (EOY)
$32.0M
Participating plans
2
latest filings citing this trust
Cited interest
$23.3M
across citing plans' latest filings

Cited interest vs pooled assets: cited interest sums what each participating plan reported holding in this trust, measured at that plan’s own year-end — and those filings span different years. Pooled assets is this single filing’s balance at one date. They’re independent measurements, so cited interest can land slightly above or below the pooled balance and won’t reconcile exactly.

Why no Schedule of Assets here? DFE holdings often live on the master trust’s own audited statement, not as a 4i schedule on the participating plans’ filings. We’re extending the parsing pipeline to cover DFE filings — see Methodology.

Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMERICAN HONDA MOTOR CO., INC..
Plan sponsor
Name
AMERICAN HONDA MOTOR CO., INC.
EIN
31-1231708
Address
24025 HONDA PARKWAY · MARYSVILLE, OH · 43040
Phone
(937) 642-5000
Plan administrator
Name
ADMINISTRATOR - BENEFITS
EIN
33-4828321
City
MARYSVILLE, OH
Phone
(937) 642-5000
Plan characteristics
Plan number
517
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2026-01-08
Audit & trust (Schedule H)
Auditor
Trustee / custodian
Trustee phone

Service providers (Schedule C)

5 rows
Other
5
NameEINLocationRelationDirect compIndirect comp
UMR39-1995276NONE$1.7M
ALIGHT SOLUTIONS, LLC82-1061233NONE$710K
QUANTUM HEALTH20-8423895NONE$628K
BLUE CROSS BLUE SHIELD OF ALABAMA63-0103830NONE$221K
CAREMARK95-3382344NONE$72K

Investments

This filing is a master trust (Direct Filing Entity). It reports the full pooled balance on Schedule H; the line-item Schedule of Assets attached to its PDF has not yet been parsed by our offline pipeline.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.