2023 Form 5500 filing — Brandywine Group 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 20250312142830NAL0010221219001) for Brandywine Group Trust, reported by Brandywine Global Investment Mgmt, LLC under EIN 04-6622861 and plan number 015. 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
- 20250312142830NAL0010221219001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Brandywine Global Investment Mgmt, LLC
- EIN
- 04-6622861
- Plan number
- 015
- 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)
- $56,697,689
- Total liabilities (EOY)
- $24,805
- Net assets (EOY)
- $56,672,884
- Employer contributions
- $0
- Total income / additions
- $15,324,484
- Benefits paid
- $389,272
- Administrative expenses
- $19,159
- Total expenses
- $408,431
- Net increase / (decrease)
- $14,916,053
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kreischer Miller | N/A | $19,159 | not reported in the loaded dataset |