2023 Form 5500 filing — Brown University Defined Contribution Legacy Retirement 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 20241009144423NAL0033084800001) for Brown University Defined Contribution Legacy Retirement Plan, reported by Brown University under EIN 05-0258809 and plan number 108. It reports 4,515 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009144423NAL0033084800001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Brown University
- EIN
- 05-0258809
- Plan number
- 108
- Location
- Providence, RI
- Participants
- 4,515
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,400,883,938
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,400,883,938
- Employer contributions
- $8,485,858
- Participant contributions
- $9,314,594
- Total income / additions
- $203,054,560
- Benefits paid
- $103,278,747
- Administrative expenses
- $247,377
- Total expenses
- $103,526,124
- Net increase / (decrease)
- $99,528,436
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners LLC | NONE | $91,011 | not reported in the loaded dataset |
| Tiaa | NONE | $64,515 | $0 |
| Strategic Advisors, Inc. | NONE | $45,561 | not reported in the loaded dataset |
| Fidelity Inv Inst Ops Co. LLC | NONE | $3,800 | $0 |
| Transamerica Retirement Solutions | NONE | $500 | $0 |