Brother Usa Retirement Plan — Form 5500 plan (Brother International Corporation)
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, Brother Usa Retirement Plan is a benefit plan reported by Brother International Corporation under EIN 22-3142007 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,198 participants and $246,519,720 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brother International Corporation
- EIN
- 22-3142007
- Plan number
- 001
- Plan type
- 2
- Location
- Bridgewater, NJ
- Latest filing year
- 2023
- Participants
- 1,198
- End-of-year plan assets
- $246,519,720
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,198 | H, C | 20241015113750NAL0049065664001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $246,519,720
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $246,519,720
- Net assets (BOY)
- $228,197,088
Income & contributions
- Employer contributions
- $4,595,571
- Participant contributions
- $8,334,736
- Total contributions
- $14,963,966
- Total income / additions
- $52,234,140
Expenses & distributions
- Benefits paid
- $33,629,301
- Administrative expenses
- $188,234
- Total expenses
- $33,911,508
- Net increase / (decrease)
- $18,322,632
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $104,634 | $0 | 2023 |
| Eisner Advisory Group LLC | AUDITOR | $48,300 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners Lloc Dba Capt | NONE | $35,000 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | CONSULTING | $300 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Brother International Corporation
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Bridgewater, NJ
- Empower Annuity Insurance Company O — Schedule C compensation
- Eisner Advisory Group LLC — Schedule C compensation
- Capfinancial Partners Lloc Dba Capt — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation