Brown University Defined Contribution Legacy 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 Legacy Retirement Plan is a benefit plan reported by Brown University under EIN 05-0258809 and plan number 108. The latest loaded filing year is 2023. The filing reports 4,515 participants and $1,400,883,938 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brown University
- EIN
- 05-0258809
- Plan number
- 108
- Plan type
- 2
- Location
- Providence, RI
- Latest filing year
- 2023
- Participants
- 4,515
- End-of-year plan assets
- $1,400,883,938
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,515 | H, C | 20241009144423NAL0033084800001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,400,883,938
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,400,883,938
- Net assets (BOY)
- $1,301,355,502
Income & contributions
- Employer contributions
- $8,485,858
- Participant contributions
- $9,314,594
- Total contributions
- $24,726,992
- Total income / additions
- $203,054,560
Expenses & distributions
- Benefits paid
- $103,278,747
- Administrative expenses
- $247,377
- Total expenses
- $103,526,124
- Net increase / (decrease)
- $99,528,436
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners LLC | NONE | $91,011 | not reported in the loaded dataset | 2023 |
| Tiaa | NONE | $64,515 | $0 | 2023 |
| Strategic Advisors, Inc. | NONE | $45,561 | not reported in the loaded dataset | 2023 |
| Fidelity Inv Inst Ops Co. LLC | NONE | $3,800 | $0 | 2023 |
| Transamerica Retirement Solutions | NONE | $500 | $0 | 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
- Capfinancial Partners LLC — Schedule C compensation
- Tiaa — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Inv Inst Ops Co. LLC — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation