2023 Form 5500 filing — Boston Partners Retirement 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 20241002094215NAL0008099169001) for Boston Partners Retirement Savings Plan, reported by Boston Partners Global Investors, Inc. under EIN 98-0202744 and plan number 004. It reports 246 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002094215NAL0008099169001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Boston Partners Global Investors, Inc.
- EIN
- 98-0202744
- Plan number
- 004
- Location
- New York, NY
- Participants
- 246
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $123,610,591
- Total liabilities (EOY)
- $28,000
- Net assets (EOY)
- $123,582,591
- Employer contributions
- $1,190,843
- Participant contributions
- $3,373,846
- Total income / additions
- $22,893,477
- Benefits paid
- $3,596,333
- Administrative expenses
- $60,140
- Total expenses
- $3,656,473
- Net increase / (decrease)
- $19,237,004
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cohn Reznick Llp | ACCOUNTANT/AUDITOR | $28,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$104,194 | $0 |