Brightsphere Inc. Profit Sharing & 401(K) Plan — Form 5500 plan (Brightsphere Inc.)
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, Brightsphere Inc. Profit Sharing & 401(K) Plan is a benefit plan reported by Brightsphere Inc. under EIN 04-2714625 and plan number 002. The latest loaded filing year is 2023. The filing reports 956 participants and $258,830,807 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brightsphere Inc.
- EIN
- 04-2714625
- Plan number
- 002
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 956
- End-of-year plan assets
- $258,830,807
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 956 | H, C | 20240730064240NAL0020290145003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $258,830,807
- Total liabilities (EOY)
- $24,511
- Net assets (EOY)
- $258,806,296
- Net assets (BOY)
- $220,172,998
Income & contributions
- Employer contributions
- $5,809,123
- Participant contributions
- $5,577,401
- Total contributions
- $13,068,013
- Total income / additions
- $52,416,095
Expenses & distributions
- Benefits paid
- $13,725,853
- Administrative expenses
- $56,944
- Total expenses
- $13,782,797
- Net increase / (decrease)
- $38,633,298
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services, In | NONE | $53,814 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $101 | $0 | 2023 |