2023 Form 5500 filing — Brother Usa 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 20241015113750NAL0049065664001) for Brother Usa Retirement Plan, reported by Brother International Corporation under EIN 22-3142007 and plan number 001. It reports 1,198 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015113750NAL0049065664001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Brother International Corporation
- EIN
- 22-3142007
- Plan number
- 001
- Location
- Bridgewater, NJ
- Participants
- 1,198
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $246,519,720
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $246,519,720
- Employer contributions
- $4,595,571
- Participant contributions
- $8,334,736
- Total income / additions
- $52,234,140
- Benefits paid
- $33,629,301
- Administrative expenses
- $188,234
- Total expenses
- $33,911,508
- Net increase / (decrease)
- $18,322,632
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $104,634 | $0 |
| Eisner Advisory Group LLC | AUDITOR | $48,300 | not reported in the loaded dataset |
| Capfinancial Partners Lloc Dba Capt | NONE | $35,000 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | CONSULTING | $300 | not reported in the loaded dataset |