Brandywine Investment Trust — Form 5500 plan (Brandywine Global Investment Mgmt, LLC)

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, Brandywine Investment Trust is a benefit plan reported by Brandywine Global Investment Mgmt, LLC under EIN 51-0412248 and plan number 016. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $439,453,104 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Brandywine Global Investment Mgmt, LLC
EIN
51-0412248
Plan number
016
Plan type
4
Location
Philadelphia, PA
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$439,453,104

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH, C20241009093905NAL0010489395002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$439,453,104
Total liabilities (EOY)
$4,545,403
Net assets (EOY)
$434,907,701
Net assets (BOY)
$420,324,551

Income & contributions

Participant contributions
$7,904,114
Total contributions
$7,904,114
Total income / additions
$54,408,263

Expenses & distributions

Benefits paid
$39,436,185
Administrative expenses
$388,928
Total expenses
$39,825,113
Net increase / (decrease)
$14,583,150

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mellon BankN/A$192,547not reported in the loaded dataset2023
Kreischer MillerN/A$173,775not reported in the loaded dataset2023

Related Form 5500 pages