Brandes Non-U.S. Equity Portfolio — Form 5500 plan (Brandes Investment Partners, L.P.)

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, Brandes Non-U.S. Equity Portfolio is a benefit plan reported by Brandes Investment Partners, L.P. under EIN 36-7045786 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $162,422,897 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Brandes Investment Partners, L.P.
EIN
36-7045786
Plan number
001
Plan type
4
Location
La Jolla, CA
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$162,422,897

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH, C20240926130647NAL0000401859001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$162,422,897
Total liabilities (EOY)
$7,639,522
Net assets (EOY)
$154,783,375
Net assets (BOY)
$210,214,880

Income & contributions

Total contributions
$0
Total income / additions
$51,302,247

Expenses & distributions

Benefits paid
$0
Administrative expenses
$589,273
Total expenses
$589,273
Net increase / (decrease)
$50,712,974

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Brandes Investment Partners, L.P.NONE$528,499$02023
The Northern Trust CompanyNONE$75,567$02023

Related Form 5500 pages