Brandeis University Defined Contribution Retirement Plan For Nonexempt Employees — Form 5500 plan (Brandeis University)
Plain-English plan 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, Brandeis University Defined Contribution Retirement Plan For Nonexempt Employees is a benefit plan reported by Brandeis University under EIN 04-2103552 and plan number 002. The latest loaded filing year is 2023. The filing reports 920 participants and $49,578,220 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brandeis University
- EIN
- 04-2103552
- Plan number
- 002
- Plan type
- 2
- Location
- Waltham, MA
- Latest filing year
- 2023
- Participants
- 920
- End-of-year plan assets
- $49,578,220
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 920 | H, C | 20240702190602NAL0003928115001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $49,578,220
- Net assets (EOY)
- $49,578,220
- Net assets (BOY)
- $41,888,415
Income & contributions
- Employer contributions
- $836,073
- Participant contributions
- $1,262,167
- Total contributions
- $2,146,723
- Total income / additions
- $8,885,222
Expenses & distributions
- Benefits paid
- $4,504,660
- Administrative expenses
- $13,954
- Total expenses
- $4,518,614
- Net increase / (decrease)
- $4,366,608
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments | RECORDKEEPER | $13,265 | $0 | 2023 |
| Tiaa | RECORDKEEPER | $200 | $0 | 2023 |