2023 Form 5500 filing — Brandeis University Defined Contribution Plan For Faculty, Professional, And Administrative Employees
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240702190304NAL0008354208001) for Brandeis University Defined Contribution Plan For Faculty, Professional, And Administrative Employees, reported by Brandeis University under EIN 04-2103552 and plan number 001. It reports 3,779 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240702190304NAL0008354208001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Brandeis University
- EIN
- 04-2103552
- Plan number
- 001
- Location
- Waltham, MA
- Participants
- 3,779
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $799,410,924
- Net assets (EOY)
- $799,410,924
- Employer contributions
- $11,367,505
- Participant contributions
- $14,462,704
- Total income / additions
- $141,697,714
- Benefits paid
- $58,532,064
- Administrative expenses
- $256,467
- Total expenses
- $58,796,153
- Net increase / (decrease)
- $82,901,561
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $186,180 | $0 |
| Fiducient Advisors LLC | INVESTMENT CONSULTING ADV | $30,791 | not reported in the loaded dataset |
| Caron & Bletzer, Pllc | AUDITOR | $22,850 | not reported in the loaded dataset |
| Tiaa | RECORDKEEPER | $250 | $0 |