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  1. Companies/
  2. LIFESPAN CORPORATION D/B/A BROWN UNIVERSITY HEALTH
Sponsor portfolioTH

LIFESPAN CORPORATION D/B/A BROWN UNIVERSITY HEALTH

EIN 22-2861978-Health Care and Social Assistance-Latest filing 2024
Plans
5
Retirement
3
$3.05B assets
Welfare
2
$11.2M premiums
Participants
74,715
167 POINT STREET, SUITE 2A - PROVIDENCE, RI 02903401-444-5265
Plans on this EIN
5 filings
#002403b-$1.27B - 11,358 part#005401k-$1.25B - 23,702 part#001CashBalance-$537.7M - 13,259 part#501Mixed-$11.2M - 21,214 lives#503Self Funded-0 lives

Retirement portfolio analytics

3 plans aggregated / $3.05B assets / 48,319 participants

Assets by plan

Share of aggregate retirement assets

42%top
  • 403(B) RETIREMENT PLAN (#002)42%
  • 401(K) RETIREMENT Savings (#005)41%
  • BENEFIT RETIREMENT PLAN (#001)18%
Total $3.05BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
82%top
  • FID INV INST OPS CO82%
  • (Not disclosed)18%
Total $3.05BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT Savings (#005)23,702
  • BENEFIT RETIREMENT PLAN (#001)13,259
  • 403(B) RETIREMENT PLAN (#002)11,358
Total 48,319Click row to drill in

Benefits portfolio analytics

2 plans / $11.2M premiums / 21,214 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$5.6M
  • Life$4.4M
  • Other$1.2M
Total $11.2M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
39%top
  • SECURIAN LIFE INSURANCE COMPANY39%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA29%
  • STANDARD INSURANCE COMPANY22%
  • ARAG INSURANCE COMPANY6%
  • EMPLOYEE NETWORK, INC.4%
  • +1 more
Total $11.2M6 slices

Broker market share

Schedule A broker compensation

Split broker
77%top
  • WILLIS TOWERS WATSON US LLC77%
  • P2, LLC23%
Total $1.0M2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

BROWN HEALTH 403(B) RETIREMENT PLAN

403b

Assets$1.27B
Participants11,358
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

BROWN HEALTH 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$1.25B
Participants23,702
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

BROWN HEALTH DEFINED BENEFIT RETIREMENT PLAN

CashBalance

Assets$537.7M
Participants13,259
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LIFESPAN CORPORATION WELFARE BENEFIT PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$11.2M
Covered lives21,214
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

LIFESPAN CORPORATION SEVERANCE PAY PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002BROWN HEALTH 403(B) RETIREMENT PLAN403b$1.27B11,3582024
005BROWN HEALTH 401(K) RETIREMENT SAVINGS PLAN401k$1.25B23,7022024
001BROWN HEALTH DEFINED BENEFIT RETIREMENT PLANCashBalance$537.7M13,2592024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LIFESPAN CORPORATION WELFARE BENEFIT PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$11.2M21,2142024
503LIFESPAN CORPORATION SEVERANCE PAY PLANSelf Funded-$002024
Retirement plans
Welfare plans
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