Plan5500

Brown And Caldwell Savings Plan — Form 5500 plan (Brown And Caldwell)

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 And Caldwell Savings Plan is a benefit plan reported by Brown And Caldwell under EIN 94-1446346 and plan number 005. The latest loaded filing year is 2023. The filing reports 2,666 participants and $498,666,174 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Brown And Caldwell
EIN
94-1446346
Plan number
005
Plan type
2
Location
Lakewood, CO
Latest filing year
2023
Participants
2,666
End-of-year plan assets
$498,666,174

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,666H, C20240924173520NAL0013133569001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$498,666,174
Total liabilities (EOY)
$0
Net assets (EOY)
$498,666,174
Net assets (BOY)
$419,507,623

Income & contributions

Employer contributions
$7,575,160
Participant contributions
$24,699,196
Total contributions
$36,358,651
Total income / additions
$113,888,813

Expenses & distributions

Benefits paid
$35,994,609
Administrative expenses
$360,252
Total expenses
$36,358,845
Net increase / (decrease)
$77,529,968

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Advisory Group, LLCNONE$233,040not reported in the loaded dataset2023
Empower Annuity Insurance CompanyNONE$151,940$02023

Related Form 5500 pages