Plan5500

Brigade Capital Management, Lp Incentive Savings Trust — Form 5500 plan (Brigade Capital Management, Lp)

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, Brigade Capital Management, Lp Incentive Savings Trust is a benefit plan reported by Brigade Capital Management, Lp under EIN 20-4895879 and plan number 001. The latest loaded filing year is 2023. The filing reports 177 participants and $52,943,592 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Brigade Capital Management, Lp
EIN
20-4895879
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
177
End-of-year plan assets
$52,943,592

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023177H, C20240913123553NAL0005973363001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$52,943,592
Net assets (EOY)
$52,943,592
Net assets (BOY)
$44,459,309

Income & contributions

Employer contributions
$1,287,814
Participant contributions
$2,246,603
Total contributions
$3,575,368
Total income / additions
$10,712,956

Expenses & distributions

Benefits paid
$2,135,233
Administrative expenses
$93,440
Total expenses
$2,228,673
Net increase / (decrease)
$8,484,283

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideCUSTODIAN$36,580$1,2102023
Assuredpartners Northeast, LLCINSURANCE AGENTS$1,292not reported in the loaded dataset2023
Pensionmark Financial Group LLC55580not reported in the loaded datasetnot reported in the loaded dataset2023

Related Form 5500 pages