?>
Plan Name | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC EMPLOYEES' SAVINGS & PROTECTION PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC |
Employer identification number (EIN): | 510294065 |
NAIC Classification: | 523900 |
Additional information about BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2012-01-12 |
Company Identification Number: | 0801535926 |
Legal Registered Office Address: |
1 FRANKLIN PKWY # SM9503 SAN MATEO United States of America (USA) 94403 |
More information about BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | THERESA HATTON | |||
001 | 2016-01-01 | THERESA HATTON | |||
001 | 2015-01-01 | MARK GLASSMAN | |||
001 | 2014-01-01 | MARY JIM FULTON | |||
001 | 2013-01-01 | MARY JIM FULTON | |||
001 | 2012-01-01 | MARY JIM FULTON | |||
001 | 2011-01-01 | MARY JIM FULTON | |||
001 | 2009-01-01 | MARY JIM FULTON |
Measure | Date | Value |
---|---|---|
2021: BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC EMPLOYEES' SAVINGS & PROTECTION PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 267 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
Total of all active and inactive participants | 2021-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 0 |
Number of participants with account balances | 2021-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC EMPLOYEES' SAVINGS & PROTECTION PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 291 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 220 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 44 |
Total of all active and inactive participants | 2020-01-01 | 267 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 267 |
Number of participants with account balances | 2020-01-01 | 265 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC EMPLOYEES' SAVINGS & PROTECTION PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 305 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 237 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 55 |
Total of all active and inactive participants | 2019-01-01 | 295 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 1 |
Total participants | 2019-01-01 | 296 |
Number of participants with account balances | 2019-01-01 | 291 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 5 |
2018: BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC EMPLOYEES' SAVINGS & PROTECTION PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 301 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 246 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 59 |
Total of all active and inactive participants | 2018-01-01 | 307 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 1 |
Total participants | 2018-01-01 | 308 |
Number of participants with account balances | 2018-01-01 | 305 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 4 |
2017: BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC EMPLOYEES' SAVINGS & PROTECTION PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 332 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 244 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 55 |
Total of all active and inactive participants | 2017-01-01 | 300 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 1 |
Total participants | 2017-01-01 | 301 |
Number of participants with account balances | 2017-01-01 | 297 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 3 |
2016: BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC EMPLOYEES' SAVINGS & PROTECTION PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 275 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 283 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 48 |
Total of all active and inactive participants | 2016-01-01 | 332 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 332 |
Number of participants with account balances | 2016-01-01 | 280 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 9 |
2015: BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC EMPLOYEES' SAVINGS & PROTECTION PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 257 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 236 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 38 |
Total of all active and inactive participants | 2015-01-01 | 275 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 275 |
Number of participants with account balances | 2015-01-01 | 272 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 3 |
2014: BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC EMPLOYEES' SAVINGS & PROTECTION PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 227 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 218 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 38 |
Total of all active and inactive participants | 2014-01-01 | 257 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 257 |
Number of participants with account balances | 2014-01-01 | 253 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 2 |
2013: BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC EMPLOYEES' SAVINGS & PROTECTION PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 211 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 189 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 37 |
Total of all active and inactive participants | 2013-01-01 | 227 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 227 |
Number of participants with account balances | 2013-01-01 | 226 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 2 |
2012: BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC EMPLOYEES' SAVINGS & PROTECTION PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 181 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 174 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 36 |
Total of all active and inactive participants | 2012-01-01 | 211 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 211 |
Number of participants with account balances | 2012-01-01 | 208 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 2 |
2011: BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC EMPLOYEES' SAVINGS & PROTECTION PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 182 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 149 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 31 |
Total of all active and inactive participants | 2011-01-01 | 181 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 181 |
Number of participants with account balances | 2011-01-01 | 181 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
2009: BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC EMPLOYEES' SAVINGS & PROTECTION PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 191 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 152 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 28 |
Total of all active and inactive participants | 2009-01-01 | 182 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 1 |
Total participants | 2009-01-01 | 183 |
Number of participants with account balances | 2009-01-01 | 172 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
Measure | Date | Value |
---|---|---|
2021 : BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC EMPLOYEES' SAVINGS & PROTECTION PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $49,187 |
Total income from all sources (including contributions) | 2021-12-31 | $15,360,073 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $122,736,219 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $122,681,702 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $6,738 |
Value of total assets at end of year | 2021-12-31 | $0 |
Value of total assets at beginning of year | 2021-12-31 | $107,425,333 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $54,517 |
Total interest from all sources | 2021-12-31 | $56,392 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $857,857 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2021-12-31 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $857,857 |
Administrative expenses professional fees incurred | 2021-12-31 | $54,517 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $686,231 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $103 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $49,187 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $-107,376,146 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $107,376,146 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $102,795,950 |
Interest on participant loans | 2021-12-31 | $28,960 |
Interest earned on other investments | 2021-12-31 | $27,432 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $3,935,898 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $1,585 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $1,585 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $13,974,626 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $464,460 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $6,738 |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $5,566 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $122,681,702 |
Did the plan have assets held for investment | 2021-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | SC&H ATTEST SERVICES, P.C. |
Accountancy firm EIN | 2021-12-31 | 521743645 |
2020 : BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC EMPLOYEES' SAVINGS & PROTECTION PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $49,187 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $17,009,549 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $15,552,299 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $15,511,938 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $3,525,004 |
Value of total assets at end of year | 2020-12-31 | $107,425,333 |
Value of total assets at beginning of year | 2020-12-31 | $105,918,896 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $40,361 |
Total interest from all sources | 2020-12-31 | $97,911 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $2,599,082 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2020-12-31 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $2,599,082 |
Administrative expenses professional fees incurred | 2020-12-31 | $40,361 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $2,351,131 |
Participant contributions at end of year | 2020-12-31 | $686,231 |
Participant contributions at beginning of year | 2020-12-31 | $658,640 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $40,951 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $103 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $49,187 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $1,457,250 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $107,376,146 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $105,918,896 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $102,795,950 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $100,684,741 |
Interest on participant loans | 2020-12-31 | $35,316 |
Interest earned on other investments | 2020-12-31 | $62,595 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $3,935,898 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $4,352,971 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $1,585 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $10,804,492 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $-16,940 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $1,132,922 |
Employer contributions (assets) at end of year | 2020-12-31 | $5,566 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $222,544 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $15,511,938 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | SC&H ATTEST SERVICES, P.C. |
Accountancy firm EIN | 2020-12-31 | 521743645 |
2019 : BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC EMPLOYEES' SAVINGS & PROTECTION PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $24,589,859 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $4,908,176 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $4,865,295 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $5,938,744 |
Value of total assets at end of year | 2019-12-31 | $105,918,896 |
Value of total assets at beginning of year | 2019-12-31 | $86,237,213 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $42,881 |
Total interest from all sources | 2019-12-31 | $32,712 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $3,051,639 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $3,051,639 |
Administrative expenses professional fees incurred | 2019-12-31 | $42,881 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $3,312,614 |
Participant contributions at end of year | 2019-12-31 | $658,640 |
Participant contributions at beginning of year | 2019-12-31 | $667,610 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $53,868 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $19,681,683 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $105,918,896 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $86,237,213 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $100,684,741 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $83,172,368 |
Interest on participant loans | 2019-12-31 | $32,712 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $4,352,971 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $2,144,957 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $15,499,731 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $67,033 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $2,572,262 |
Employer contributions (assets) at end of year | 2019-12-31 | $222,544 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $252,278 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $4,865,295 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | SC&H ATTESET SERVICES, P.C. |
Accountancy firm EIN | 2019-12-31 | 521743645 |
2018 : BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC EMPLOYEES' SAVINGS & PROTECTION PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $-806,654 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,059,368 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $993,822 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $6,320,819 |
Value of total assets at end of year | 2018-12-31 | $86,237,213 |
Value of total assets at beginning of year | 2018-12-31 | $88,103,235 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $65,546 |
Total interest from all sources | 2018-12-31 | $29,748 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $3,210,752 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $3,210,752 |
Administrative expenses professional fees incurred | 2018-12-31 | $65,546 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $60,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $3,272,865 |
Participant contributions at end of year | 2018-12-31 | $667,610 |
Participant contributions at beginning of year | 2018-12-31 | $662,541 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $526,977 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-1,866,022 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $86,237,213 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $88,103,235 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $83,172,368 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $84,824,463 |
Interest on participant loans | 2018-12-31 | $29,748 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $2,144,957 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $2,515,418 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-10,420,156 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $52,183 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $2,520,977 |
Employer contributions (assets) at end of year | 2018-12-31 | $252,278 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $100,813 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $993,822 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | SC&H ATTEST SERVICES, P.C. |
Accountancy firm EIN | 2018-12-31 | 521743645 |
2017 : BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC EMPLOYEES' SAVINGS & PROTECTION PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $18,908,551 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $2,477,017 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $2,422,556 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $5,489,245 |
Value of total assets at end of year | 2017-12-31 | $88,103,235 |
Value of total assets at beginning of year | 2017-12-31 | $71,671,701 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $54,461 |
Total interest from all sources | 2017-12-31 | $29,611 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $2,299,607 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $2,299,607 |
Administrative expenses professional fees incurred | 2017-12-31 | $54,461 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $60,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $3,092,440 |
Participant contributions at end of year | 2017-12-31 | $662,541 |
Participant contributions at beginning of year | 2017-12-31 | $616,087 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $106,305 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $16,431,534 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $88,103,235 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $71,671,701 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $84,824,463 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $68,040,889 |
Interest on participant loans | 2017-12-31 | $29,611 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $2,515,418 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $2,336,986 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $11,044,654 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $45,434 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $2,290,500 |
Employer contributions (assets) at end of year | 2017-12-31 | $100,813 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $677,739 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $2,422,556 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | SC&H ATTEST SERVICES, P.C. |
Accountancy firm EIN | 2017-12-31 | 521743645 |
2016 : BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC EMPLOYEES' SAVINGS & PROTECTION PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $284,117 |
Total transfer of assets from this plan | 2016-12-31 | $1,279,084 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $11,100,604 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $1,990,979 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,987,769 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $5,835,186 |
Value of total assets at end of year | 2016-12-31 | $71,671,701 |
Value of total assets at beginning of year | 2016-12-31 | $63,557,043 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $3,210 |
Total interest from all sources | 2016-12-31 | $17,074 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $1,687,521 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $1,687,521 |
Administrative expenses professional fees incurred | 2016-12-31 | $3,210 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $60,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $2,922,872 |
Participant contributions at end of year | 2016-12-31 | $616,087 |
Participant contributions at beginning of year | 2016-12-31 | $365,430 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $584,852 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2016-12-31 | $-13,081 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $9,109,625 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $71,671,701 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $63,557,043 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $68,040,889 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $60,000,396 |
Interest on participant loans | 2016-12-31 | $17,074 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $2,336,986 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $2,603,428 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $3,513,581 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $47,242 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $2,327,462 |
Employer contributions (assets) at end of year | 2016-12-31 | $677,739 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $587,789 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,000,850 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | STOUT, CAUSEY & HORNING, P.A. |
Accountancy firm EIN | 2016-12-31 | 521743645 |
2015 : BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC EMPLOYEES' SAVINGS & PROTECTION PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $3,732,959 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $2,907,697 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $2,900,882 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $5,627,262 |
Value of total assets at end of year | 2015-12-31 | $63,557,043 |
Value of total assets at beginning of year | 2015-12-31 | $62,731,781 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $6,815 |
Total interest from all sources | 2015-12-31 | $14,656 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $1,834,342 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $1,834,342 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $120,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $2,778,053 |
Participant contributions at end of year | 2015-12-31 | $365,430 |
Participant contributions at beginning of year | 2015-12-31 | $348,571 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $704,033 |
Administrative expenses (other) incurred | 2015-12-31 | $6,815 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $825,262 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $63,557,043 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $62,731,781 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $60,000,396 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $59,531,627 |
Interest on participant loans | 2015-12-31 | $14,656 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $2,603,428 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $2,301,728 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-3,720,906 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-22,395 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $2,145,176 |
Employer contributions (assets) at end of year | 2015-12-31 | $587,789 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $549,855 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $2,900,882 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | STOUT, CAUSEY & HORNING, P.A. |
Accountancy firm EIN | 2015-12-31 | 521743645 |
2014 : BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC EMPLOYEES' SAVINGS & PROTECTION PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $8,043,068 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,946,980 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,943,356 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $5,038,155 |
Value of total assets at end of year | 2014-12-31 | $62,731,781 |
Value of total assets at beginning of year | 2014-12-31 | $56,635,693 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $3,624 |
Total interest from all sources | 2014-12-31 | $15,628 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $2,021,124 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $2,021,124 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $120,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $2,443,416 |
Participant contributions at end of year | 2014-12-31 | $348,571 |
Participant contributions at beginning of year | 2014-12-31 | $389,343 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $360,028 |
Administrative expenses (other) incurred | 2014-12-31 | $3,624 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $6,096,088 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $62,731,781 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $56,635,693 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $59,531,627 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $53,844,737 |
Interest on participant loans | 2014-12-31 | $15,628 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $2,301,728 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $2,228,141 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $920,843 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $47,318 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $2,234,711 |
Employer contributions (assets) at end of year | 2014-12-31 | $549,855 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $173,472 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,943,356 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | KREISCHER MILLER |
Accountancy firm EIN | 2014-12-31 | 231980475 |
2013 : BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC EMPLOYEES' SAVINGS & PROTECTION PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $11,678,841 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $833,268 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $825,832 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $4,446,495 |
Value of total assets at end of year | 2013-12-31 | $56,635,693 |
Value of total assets at beginning of year | 2013-12-31 | $45,790,120 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $7,436 |
Total interest from all sources | 2013-12-31 | $13,323 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $1,399,922 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $1,399,922 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $120,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $2,144,592 |
Participant contributions at end of year | 2013-12-31 | $389,343 |
Participant contributions at beginning of year | 2013-12-31 | $283,454 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $816,365 |
Administrative expenses (other) incurred | 2013-12-31 | $7,436 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $10,845,573 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $56,635,693 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $45,790,120 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $53,844,737 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $43,401,275 |
Interest on participant loans | 2013-12-31 | $13,323 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $2,228,141 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $1,940,358 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $5,815,633 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $3,468 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $1,485,538 |
Employer contributions (assets) at end of year | 2013-12-31 | $173,472 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $165,033 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $825,832 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | KREISHER MILLER |
Accountancy firm EIN | 2013-12-31 | 231980475 |
2012 : BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC EMPLOYEES' SAVINGS & PROTECTION PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $8,538,077 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $157,634 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $145,231 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $3,301,777 |
Value of total assets at end of year | 2012-12-31 | $45,790,120 |
Value of total assets at beginning of year | 2012-12-31 | $37,409,677 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $12,403 |
Total interest from all sources | 2012-12-31 | $13,388 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $948,679 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $948,679 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $120,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $1,888,372 |
Participant contributions at end of year | 2012-12-31 | $283,454 |
Participant contributions at beginning of year | 2012-12-31 | $322,407 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $55,822 |
Administrative expenses (other) incurred | 2012-12-31 | $12,403 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $8,380,443 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $45,790,120 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $37,409,677 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $43,401,275 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $35,414,553 |
Interest on participant loans | 2012-12-31 | $13,388 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $1,940,358 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $1,509,951 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $4,211,867 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $62,366 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $1,357,583 |
Employer contributions (assets) at end of year | 2012-12-31 | $165,033 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $162,766 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $145,231 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | KREISHER MILLER |
Accountancy firm EIN | 2012-12-31 | 231980475 |
2011 : BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC EMPLOYEES' SAVINGS & PROTECTION PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $2,020,368 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $1,030,530 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,004,959 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $3,131,557 |
Value of total assets at end of year | 2011-12-31 | $37,409,677 |
Value of total assets at beginning of year | 2011-12-31 | $36,419,839 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $25,571 |
Total interest from all sources | 2011-12-31 | $14,540 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $804,974 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $804,974 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $120,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $1,685,578 |
Participant contributions at end of year | 2011-12-31 | $322,407 |
Participant contributions at beginning of year | 2011-12-31 | $299,100 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $182,751 |
Administrative expenses (other) incurred | 2011-12-31 | $25,571 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $989,838 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $37,409,677 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $36,419,839 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $35,414,553 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $35,269,349 |
Interest on participant loans | 2011-12-31 | $14,540 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $1,509,951 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $715,194 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-2,006,704 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $76,001 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $1,263,228 |
Employer contributions (assets) at end of year | 2011-12-31 | $162,766 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $136,196 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,004,959 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | KREISHER MILLER |
Accountancy firm EIN | 2011-12-31 | 231980475 |
2010 : BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC EMPLOYEES' SAVINGS & PROTECTION PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $6,805,548 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $2,619,797 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $2,592,789 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $2,812,644 |
Value of total assets at end of year | 2010-12-31 | $36,419,839 |
Value of total assets at beginning of year | 2010-12-31 | $32,234,088 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $27,008 |
Total interest from all sources | 2010-12-31 | $16,317 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $656,685 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $656,685 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $120,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $1,561,249 |
Participant contributions at end of year | 2010-12-31 | $299,100 |
Participant contributions at beginning of year | 2010-12-31 | $263,810 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $71,779 |
Administrative expenses (other) incurred | 2010-12-31 | $27,008 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $4,185,751 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $36,419,839 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $32,234,088 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $35,269,349 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $31,516,912 |
Interest on participant loans | 2010-12-31 | $16,317 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $715,194 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $317,702 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $3,282,932 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $36,970 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $1,179,616 |
Employer contributions (assets) at end of year | 2010-12-31 | $136,196 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $135,664 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $2,592,789 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | KREISHER MILLER |
Accountancy firm EIN | 2010-12-31 | 231980475 |
2021: BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC EMPLOYEES' SAVINGS & PROTECTION PLAN 2021 form 5500 responses | ||
---|---|---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | Yes |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC EMPLOYEES' SAVINGS & PROTECTION PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC EMPLOYEES' SAVINGS & PROTECTION PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC EMPLOYEES' SAVINGS & PROTECTION PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC EMPLOYEES' SAVINGS & PROTECTION PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC EMPLOYEES' SAVINGS & PROTECTION PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC EMPLOYEES' SAVINGS & PROTECTION PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC EMPLOYEES' SAVINGS & PROTECTION PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC EMPLOYEES' SAVINGS & PROTECTION PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC EMPLOYEES' SAVINGS & PROTECTION PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC EMPLOYEES' SAVINGS & PROTECTION PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC EMPLOYEES' SAVINGS & PROTECTION PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |