Brookfield 401(K) Savings Plan — Form 5500 plan (Brookfield Asset Management 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, Brookfield 401(K) Savings Plan is a benefit plan reported by Brookfield Asset Management LLC under EIN 20-4473811 and plan number 002. The latest loaded filing year is 2023. The filing reports 9,089 participants and $1,143,043,460 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brookfield Asset Management LLC
- EIN
- 20-4473811
- Plan number
- 002
- Plan type
- 2
- Location
- Cleveland, OH
- Latest filing year
- 2023
- Participants
- 9,089
- End-of-year plan assets
- $1,143,043,460
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,089 | H, C | 20240807163934NAL0006768288001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,143,043,460
- Total liabilities (EOY)
- $2,100
- Net assets (EOY)
- $1,143,041,360
- Net assets (BOY)
- $987,776,860
Income & contributions
- Employer contributions
- $38,364,277
- Participant contributions
- $61,662,210
- Total contributions
- $109,857,225
- Total income / additions
- $276,152,297
Expenses & distributions
- Benefits paid
- $119,449,571
- Administrative expenses
- $1,027,040
- Total expenses
- $120,887,797
- Net increase / (decrease)
- $155,264,500
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co Of Ame | NONE | $461,363 | $0 | 2023 |
| Mg Trust Company | NONE | $397,608 | not reported in the loaded dataset | 2023 |
| Goodwin Procter, Llp | NONE | $40,856 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | NONE | $34,088 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Brookfield Asset Management LLC
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cleveland, OH
- Empower Annuity Insurance Co Of Ame — Schedule C compensation
- Mg Trust Company — Schedule C compensation
- Goodwin Procter, Llp — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation