Cash Balance Retirement Plan Of Brown Brothers Harriman & Co. — Form 5500 plan (Brown Brothers Harriman & Co.)
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, Cash Balance Retirement Plan Of Brown Brothers Harriman & Co. is a benefit plan reported by Brown Brothers Harriman & Co. under EIN 13-4973745 and plan number 001. The latest loaded filing year is 2023. The filing reports 411 participants and $102,399,447 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brown Brothers Harriman & Co.
- EIN
- 13-4973745
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 411
- End-of-year plan assets
- $102,399,447
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 411 | H, C | 20241011103435NAL0043338242001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $102,399,447
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $102,399,447
- Net assets (BOY)
- $126,934,870
Income & contributions
- Total contributions
- $0
- Total income / additions
- $10,168,228
Expenses & distributions
- Benefits paid
- $34,081,258
- Administrative expenses
- $622,393
- Total expenses
- $34,703,651
- Net increase / (decrease)
- -$24,535,423
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investment | NONE | $303,167 | not reported in the loaded dataset | 2023 |
| Mercer | NONE | $182,500 | not reported in the loaded dataset | 2023 |
| Proskauer | NONE | $47,269 | not reported in the loaded dataset | 2023 |