Brookline Bancorp 401(K) Plan — Form 5500 plan (Brookline Bancorp, 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, Brookline Bancorp 401(K) Plan is a benefit plan reported by Brookline Bancorp, Inc. under EIN 04-3402944 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,147 participants and $146,074,170 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brookline Bancorp, Inc.
- EIN
- 04-3402944
- Plan number
- 004
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 1,147
- End-of-year plan assets
- $146,074,170
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,147 | H, C | 20241015114709NAL0014520275001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $146,074,170
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $146,074,170
- Net assets (BOY)
- $111,169,281
Income & contributions
- Employer contributions
- $4,630,044
- Participant contributions
- $8,100,725
- Total contributions
- $20,596,328
- Total income / additions
- $43,219,737
Expenses & distributions
- Benefits paid
- $8,175,772
- Administrative expenses
- $126,629
- Total expenses
- $8,314,848
- Net increase / (decrease)
- $34,904,889
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners LLC | ADVISOR | $112,045 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $41,778 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$120,561 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Brookline Bancorp, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Boston, MA
- Global Retirement Partners LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation