2023 Form 5500 filing — Cash Balance Retirement Plan Of Brown Brothers Harriman & Co.
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 20241011103435NAL0043338242001) for Cash Balance Retirement Plan Of Brown Brothers Harriman & Co., reported by Brown Brothers Harriman & Co. under EIN 13-4973745 and plan number 001. It reports 411 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011103435NAL0043338242001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Brown Brothers Harriman & Co.
- EIN
- 13-4973745
- Plan number
- 001
- Location
- New York, NY
- Participants
- 411
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $102,399,447
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $102,399,447
- Total income / additions
- $10,168,228
- Benefits paid
- $34,081,258
- Administrative expenses
- $622,393
- Total expenses
- $34,703,651
- Net increase / (decrease)
- -$24,535,423
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investment | NONE | $303,167 | not reported in the loaded dataset |
| Mercer | NONE | $182,500 | not reported in the loaded dataset |
| Proskauer | NONE | $47,269 | not reported in the loaded dataset |