Plan5500

Brandywine Group Trust — Form 5500 plan (Brandywine Global Investment Mgmt, LLC)

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, Brandywine Group Trust is a benefit plan reported by Brandywine Global Investment Mgmt, LLC under EIN 04-6622861 and plan number 015. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $56,697,689 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Brandywine Global Investment Mgmt, LLC
EIN
04-6622861
Plan number
015
Plan type
4
Location
Philadelphia, PA
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$56,697,689

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH, C20250312142830NAL0010221219001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$56,697,689
Total liabilities (EOY)
$24,805
Net assets (EOY)
$56,672,884
Net assets (BOY)
$41,756,831

Income & contributions

Employer contributions
$0
Total contributions
$0
Total income / additions
$15,324,484

Expenses & distributions

Benefits paid
$389,272
Administrative expenses
$19,159
Total expenses
$408,431
Net increase / (decrease)
$14,916,053

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Kreischer MillerN/A$19,159not reported in the loaded dataset2023

Related Form 5500 pages