Original filing (PDF)20250414091342NAL0003183890001

HENRY FORD ALLEGIANCE HEALTH

Name: HENRY FORD ALLEGIANCE HEALTH — HENRY FORD HEALTH SYSTEM ALLEGIANCE COMBINED PENSION PLAN, Form 5500 (2023)
Creator: HENRY FORD ALLEGIANCE HEALTH

Form 5500

FILING_RECEIVED

HENRY FORD HEALTH SYSTEM ALLEGIANCE COMBINED PENSION PLAN

Defined-benefit pension plan

Signals · 1

No recordkeeper disclosed

Active participants

5,863

Accounts w/ balance

—

Plan assets (EOY)

$328.6M

Net assets (EOY)

$328.4M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HENRY FORD ALLEGIANCE HEALTH.

Plan sponsor

Name

HENRY FORD ALLEGIANCE HEALTH

EIN

38-2027689

Address

205 N EAST AVE · JACKSON, MI · 492011753

Phone

(517) 788-4800

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-14

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

GJC CPA'S & ADVISORS

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $304.3M(93% 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.