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Sponsor portfolio

BROWN RUDNICK LLP

EIN 04-3108175-Latest filing 2025
Plans
5
Retirement
4
$209.8M assets
Welfare
1
$1.1M premiums
Participants
1,330
ONE FINANCIAL CENTER - BOSTON, MA 02111617-856-8200
Plans on this EIN
5 filings
#003401k-$140.5M - 467 part#006401k-$47.1M - 353 part#004CashBalance-$18.4M - 93 part#005CashBalance-$3.8M - 58 part#505Mixed-$1.1M - 548 lives

Retirement portfolio analytics

4 plans aggregated / $209.8M assets / 971 participants

Assets by plan

Share of aggregate retirement assets

67%top
  • SHARING PLAN A (#003)67%
  • SHARING PLAN B (#006)22%
  • BALANCE PLAN A (#004)9%
  • BALANCE PLAN B (#005)2%
Total $209.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
89%top
  • CHARLES SCHWAB & CO., INC.89%
  • (Not disclosed)11%
Total $209.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SHARING PLAN A (#003)467
  • SHARING PLAN B (#006)353
  • BALANCE PLAN A (#004)93
  • BALANCE PLAN B (#005)58
Total 971Click row to drill in

Benefits portfolio analytics

1 plan / $1.1M premiums / 548 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$707K
  • Life$675K
  • Long-term disability$584K
  • Dental$317K
  • Vision$46K
Total $1.1M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
63%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA63%
  • DELTA DENTAL OF CALIFORNIA30%
  • VISION SERVICE PLAN4%
  • JANUS ASSOCIATES, INC. DBA BHS3%
Total $1.1M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • NFP INSURANCE SERVICES INC100%
Total $36K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

BROWN RUDNICK LLP 401K PROFIT SHARING PLAN A

401k

Assets$140.5M
Participants467
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006

BROWN RUDNICK LLP 401(K) PROFIT SHARING PLAN B

401k

Assets$47.1M
Participants353
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

BROWN RUDNICK LLP CASH BALANCE PLAN A

CashBalance

Assets$18.4M
Participants93
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

BROWN RUDNICK LLP CASH BALANCE PLAN B

CashBalance

Assets$3.8M
Participants58
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

BROWN RUDNICK WELFARE BENEFIT PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$1.1M
Covered lives548
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
003BROWN RUDNICK LLP 401K PROFIT SHARING PLAN A401k$140.5M4672024
006BROWN RUDNICK LLP 401(K) PROFIT SHARING PLAN B401k$47.1M3532024
004BROWN RUDNICK LLP CASH BALANCE PLAN ACashBalance$18.4M932024
005BROWN RUDNICK LLP CASH BALANCE PLAN BCashBalance$3.8M582024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505BROWN RUDNICK WELFARE BENEFIT PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$1.1M5482025
Retirement plans
Welfare plans
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