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Sponsor portfolioTH

BROWN UNIVERSITY

EIN 05-0258809-higher education-Latest filing 2025
Plans
4
Retirement
3
$2.59B assets
Welfare
1
$3.1M premiums
Participants
22,741
BOX 1879 - PROVIDENCE, RI 029120001401-863-2141brown.eduLinkedIn1001-5000 employeeshigher education
Plans on this EIN
4 filings
#108403b-$1.49B - 3,967 part#107403b-$974.5M - 12,356 part#003TraditionalDB-$125.5M - 1,106 part#510Mixed-$3.1M - 5,458 lives

Retirement portfolio analytics

3 plans aggregated / $2.59B assets / 17,429 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • LEGACY RETIREMENT PLAN (#108)57%
  • VESTING RETIREMENT PLAN (#107)38%
  • MANAGEMENT EMPLOYEES PENSION (#003)5%
Total $2.59BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
95%top
  • TIAA95%
  • (Not disclosed)5%
Total $2.59BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • VESTING RETIREMENT PLAN (#107)12,356
  • LEGACY RETIREMENT PLAN (#108)3,967
  • MANAGEMENT EMPLOYEES PENSION (#003)1,106
Total 17,429Click row to drill in

Benefits portfolio analytics

1 plan / $3.1M premiums / 5,458 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.8M
  • Long-term disability$838K
  • Vision$465K
Total $3.1M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY84%
  • VISION SERVICE PLAN15%
  • ACE AMERICAN INSURANCE COMPANY1%
  • DELTA DENTAL OF CALIFORNIA0%
Total $3.1M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BROWN AND BROWN OF FLORIDA, INC.100%
Total $356K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#108

BROWN UNIVERSITY DEFINED CONTRIBUTION LEGACY RETIREMENT PLAN

403b

Assets$1.49B
Participants3,967
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#107

BROWN UNIVERSITY DEFINED CONTRIBUTION DEFERRED VESTING RETIREMENT PLAN

403b

Assets$974.5M
Participants12,356
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

BROWN UNIVERSITY DINING SERVICES AND FACILITIES MANAGEMENT EMPLOYEES PENSION PLAN

TraditionalDB

Assets$125.5M
Participants1,106
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

BROWN UNIVERSITY HEALTH AND WELFARE PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$3.1M
Covered lives5,458
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
108BROWN UNIVERSITY DEFINED CONTRIBUTION LEGACY RETIREMENT PLAN403b$1.49B3,9672024
107BROWN UNIVERSITY DEFINED CONTRIBUTION DEFERRED VESTING RETIREMENT PLAN403b$974.5M12,3562024
003BROWN UNIVERSITY DINING SERVICES AND FACILITIES MANAGEMENT EMPLOYEES PENSION PLANTraditionalDB$125.5M1,1062025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510BROWN UNIVERSITY HEALTH AND WELFARE PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$3.1M5,4582024
Retirement plans
Welfare plans
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