How many benefit plans does Brown And Caldwell report on Form 5500?

Brown And Caldwell (EIN 94-1446346) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Brown And Caldwell?

The Employer Identification Number (EIN) reported for Brown And Caldwell is 94-1446346.

What is the latest Form 5500 filing year for Brown And Caldwell?

The latest loaded Form 5500 filing year for Brown And Caldwell is 2023.

Brown And Caldwell — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Brown And Caldwell (EIN 94-1446346) is a plan sponsor located in Lakewood, CO with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 94-1446346
Location: Lakewood, CO
Loaded plans: 3
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $574,437,712
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $574,437,712

Contributions & income

Employer contributions: $7,575,160
Participant contributions: $24,699,196
Total income / additions: $137,027,037

Expenses & distributions

Benefits paid / distributions: $38,933,963
Total expenses: $39,298,199
Net increase / (decrease): $97,728,838

Coverage

Total reported participants: 7,030
Plans with financial statements: 2
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Brown And Caldwell plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Brown And Caldwell Savings Plan	005	2,666	$498,666,174	2023
Brown And Caldwell Employee Stock Ownership Plan	002	2,360	$75,771,538	2023
Brown And Caldwell Health And Welfare Benefits Plan	526	2,004	not reported in the loaded dataset	2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Brown And Caldwell
Year	Plan	Participants	Schedules	Filing
2023	Brown And Caldwell Health And Welfare Benefits Plan	2,004	—	20240718133904NAL0005607777001
2023	Brown And Caldwell Savings Plan	2,666	H, C	20240924173520NAL0013133569001
2023	Brown And Caldwell Employee Stock Ownership Plan	2,360	H	20250908182803NAL0019545457001