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 Investment Trust is a benefit plan reported by Brandywine Global Investment Mgmt, LLC under EIN 51-0412248 and plan number 016. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $439,453,104 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $439,453,104
- Total liabilities (EOY)
- $4,545,403
- Net assets (EOY)
- $434,907,701
- Net assets (BOY)
- $420,324,551
Income & contributions
- Participant contributions
- $7,904,114
- Total contributions
- $7,904,114
- Total income / additions
- $54,408,263
Expenses & distributions
- Benefits paid
- $39,436,185
- Administrative expenses
- $388,928
- Total expenses
- $39,825,113
- Net increase / (decrease)
- $14,583,150