Brandeis University Defined Contribution Plan For Faculty, Professional, And Administrative Employees — Form 5500 plan (Brandeis University)
Plain-English plan 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, Brandeis University Defined Contribution Plan For Faculty, Professional, And Administrative Employees is a benefit plan reported by Brandeis University under EIN 04-2103552 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,779 participants and $799,410,924 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brandeis University
- EIN
- 04-2103552
- Plan number
- 001
- Plan type
- 2
- Location
- Waltham, MA
- Latest filing year
- 2023
- Participants
- 3,779
- End-of-year plan assets
- $799,410,924
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,779 | H, C | 20240702190304NAL0008354208001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $799,410,924
- Net assets (EOY)
- $799,410,924
- Net assets (BOY)
- $719,832,560
Income & contributions
- Employer contributions
- $11,367,505
- Participant contributions
- $14,462,704
- Total contributions
- $27,291,564
- Total income / additions
- $141,697,714
Expenses & distributions
- Benefits paid
- $58,532,064
- Administrative expenses
- $256,467
- Total expenses
- $58,796,153
- Net increase / (decrease)
- $82,901,561
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $186,180 | $0 | 2023 |
| Fiducient Advisors LLC | INVESTMENT CONSULTING ADV | $30,791 | not reported in the loaded dataset | 2023 |
| Caron & Bletzer, Pllc | AUDITOR | $22,850 | not reported in the loaded dataset | 2023 |
| Tiaa | RECORDKEEPER | $250 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Brandeis University
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Waltham, MA
- Fidelity Investments Institutional — Schedule C compensation
- Fiducient Advisors LLC — Schedule C compensation
- Caron & Bletzer, Pllc — Schedule C compensation
- Tiaa — Schedule C compensation