Brandywine Global Investment Management 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 Global Investment Management Trust is a benefit plan reported by Brandywine Global Investment Mgmt, LLC under EIN 51-0412248 and plan number 017. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $3,266,876,928 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
017
Plan type
4
Location
Philadelphia, PA
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$3,266,876,928

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH, C20241009093905NAL0010489395003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,266,876,928
Total liabilities (EOY)
$38,283,856
Net assets (EOY)
$3,228,593,072
Net assets (BOY)
$3,437,626,587

Income & contributions

Participant contributions
$532,517,075
Total contributions
$532,517,075
Total income / additions
$785,572,081

Expenses & distributions

Benefits paid
$992,490,385
Administrative expenses
$2,115,211
Total expenses
$994,605,596
Net increase / (decrease)
-$209,033,515

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mellon BankN/A$1,708,481not reported in the loaded dataset2023
Kreischer MillerN/A$406,730not reported in the loaded dataset2023

Related Form 5500 pages