Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
BROWN BROTHERS HARRIMAN & CO.
EIN 13-4973745financial servicesLatest filing 2024
Plans
5
Retirement
2
$1.65B assets
Welfare
3
$557K premiums
Participants
11,573
140 BROADWAY - NEW YORK, NY 100051101212-493-7658bbh.comLinkedIn5001-10000 employeesfinancial services
Retirement portfolio analytics
2 plans aggregated / $1.65B assets / 5,319 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $557K premiums / 3,808 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$494K
- Dental$470K
- Life$430K
- Short-term disability$424K
- Long-term disability$424K
- Health$100K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
77%top
- METROPOLITAN LIFE INSURANCE COMPANY77%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY11%
- AETNA LIFE INSURANCE COMPANY7%
- TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC.3%
- NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK2%
- +2 more
Broker market share
Schedule A broker compensation
79%top
- MERCER HEALTH AND BENEFITS, LLC79%
- BENEFITSTORE INC21%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
59 WALL STREET CAPITAL ACCUMULATION PLAN
401k
Assets$1.54B
Participants5,057
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CASH BALANCE RETIREMENT PLAN OF BROWN BROTHERS HARRIMAN & CO.
CashBalance
Assets$107.6M
Participants262
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#526
BROWN BROTHERS HARRIMAN & CO. WELFARE BENEFITS PLAN FOR ACTIVE EMPLOYEES
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$438K
Covered lives3,277
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#525
BROWN BROTHERS HARRIMAN & CO. RETIREE WELFARE BENEFITS PLAN
Fully Insured - AETNA LIFE INSURANCE COMPANY
Premiums$59K
Covered lives528
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#522
BROWN BROTHERS HARRIMAN & CO. MEDICAL PLAN FOR ACTIVE EMPLOYEES
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$59K
Covered lives3
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | 59 WALL STREET CAPITAL ACCUMULATION PLAN | 401k | $1.54B | 5,057 | 2024 | |
| 001 | CASH BALANCE RETIREMENT PLAN OF BROWN BROTHERS HARRIMAN & CO. | CashBalance | $107.6M | 262 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 526 | BROWN BROTHERS HARRIMAN & CO. WELFARE BENEFITS PLAN FOR ACTIVE EMPLOYEES | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $438K | 3,277 | 2024 | |
| 525 | BROWN BROTHERS HARRIMAN & CO. RETIREE WELFARE BENEFITS PLAN | Fully Insured | AETNA LIFE INSURANCE COMPANY | $59K | 528 | 2024 | |
| 522 | BROWN BROTHERS HARRIMAN & CO. MEDICAL PLAN FOR ACTIVE EMPLOYEES | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $59K | 3 | 2024 |
Retirement plans
Welfare plans