2023 Form 5500 filing — Brandywine Investment Trust
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 20241009093905NAL0010489395002) for Brandywine Investment Trust, reported by Brandywine Global Investment Mgmt, LLC under EIN 51-0412248 and plan number 016. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009093905NAL0010489395002
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Brandywine Global Investment Mgmt, LLC
- EIN
- 51-0412248
- Plan number
- 016
- Location
- Philadelphia, PA
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $439,453,104
- Total liabilities (EOY)
- $4,545,403
- Net assets (EOY)
- $434,907,701
- Participant contributions
- $7,904,114
- Total income / additions
- $54,408,263
- Benefits paid
- $39,436,185
- Administrative expenses
- $388,928
- Total expenses
- $39,825,113
- Net increase / (decrease)
- $14,583,150
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mellon Bank | N/A | $192,547 | not reported in the loaded dataset |
| Kreischer Miller | N/A | $173,775 | not reported in the loaded dataset |