2023 Form 5500 filing — Berkadia 401(K) Retirement Plan
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 20240808123230NAL0005045617001) for Berkadia 401(K) Retirement Plan, reported by Berkadia Commercial Mortgage LLC under EIN 27-0812934 and plan number 001. It reports 1,912 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240808123230NAL0005045617001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Berkadia Commercial Mortgage LLC
- EIN
- 27-0812934
- Plan number
- 001
- Location
- Ambler, PA
- Participants
- 1,912
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $283,115,193
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $283,115,193
- Employer contributions
- $12,220,945
- Participant contributions
- $18,600,785
- Total income / additions
- $74,273,245
- Benefits paid
- $10,969,842
- Administrative expenses
- $217,934
- Total expenses
- $11,187,776
- Net increase / (decrease)
- $63,085,469
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $114,824 | $0 |
| Rocaton Investment Advisors LLC | NONE | $70,929 | not reported in the loaded dataset |
| Kreischer Miller | NONE | $16,190 | not reported in the loaded dataset |