2023 Form 5500 filing — Brookfield 401(K) Savings Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240807163934NAL0006768288001) for Brookfield 401(K) Savings Plan, reported by Brookfield Asset Management LLC under EIN 20-4473811 and plan number 002. It reports 9,089 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240807163934NAL0006768288001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Brookfield Asset Management LLC
- EIN
- 20-4473811
- Plan number
- 002
- Location
- Cleveland, OH
- Participants
- 9,089
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,143,043,460
- Total liabilities (EOY)
- $2,100
- Net assets (EOY)
- $1,143,041,360
- Employer contributions
- $38,364,277
- Participant contributions
- $61,662,210
- Total income / additions
- $276,152,297
- Benefits paid
- $119,449,571
- Administrative expenses
- $1,027,040
- Total expenses
- $120,887,797
- Net increase / (decrease)
- $155,264,500
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co Of Ame | NONE | $461,363 | $0 |
| Mg Trust Company | NONE | $397,608 | not reported in the loaded dataset |
| Goodwin Procter, Llp | NONE | $40,856 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | NONE | $34,088 | not reported in the loaded dataset |