Brown University Defined Contribution Deferred Vesting Retirement Plan — Form 5500 plan (Brown 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, Brown University Defined Contribution Deferred Vesting Retirement Plan is a benefit plan reported by Brown University under EIN 05-0258809 and plan number 107. The latest loaded filing year is 2023. The filing reports 10,860 participants and $812,750,487 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brown University
- EIN
- 05-0258809
- Plan number
- 107
- Plan type
- 2
- Location
- Providence, RI
- Latest filing year
- 2023
- Participants
- 10,860
- End-of-year plan assets
- $812,750,487
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10,860 | H, C | 20241009144644NAL0018570801001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $812,750,487
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $812,750,487
- Net assets (BOY)
- $657,188,413
Income & contributions
- Employer contributions
- $29,808,909
- Participant contributions
- $34,692,527
- Total contributions
- $71,185,428
- Total income / additions
- $184,851,195
Expenses & distributions
- Benefits paid
- $28,962,235
- Administrative expenses
- $326,886
- Total expenses
- $29,289,121
- Net increase / (decrease)
- $155,562,074
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $159,651 | $0 | 2023 |
| Fidelity Inv Inst Ops Co. LLC | NONE | $107,306 | $0 | 2023 |
| Strategic Advisors, Inc. | NONE | $37,663 | not reported in the loaded dataset | 2023 |
| Captrust Financial Advisors | NONE | $22,263 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Brown University
- 2023 Form 5500 filing
- Form 5500 filings in RI
- 401(k) and benefit plan filings in Providence, RI
- Tiaa — Schedule C compensation
- Fidelity Inv Inst Ops Co. LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Captrust Financial Advisors — Schedule C compensation