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Sponsor portfolio

BROWN & JAMES, P.C.

EIN 43-1235718-law practice-Latest filing 2025
Plans
6
Retirement
1
$73.4M assets
Welfare
5
$369K premiums
Participants
830
800 MARKET STREET, SUITE 1100 - SAINT LOUIS, MO 631012508314-242-5246brownjames.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
6 filings
#001401k-$73.4M - 185 part#502Fully Insured-$130K - 223 lives#505Fully Insured-$105K - 208 lives#501Fully Insured-$81K - 121 lives#506Fully Insured-$46K - 57 lives#503Fully Insured-$8K - 121 lives

Benefits portfolio analytics

5 plans / $369K premiums / 730 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$130K
  • Prescription drug$130K
  • Dental$105K
  • Vision$105K
Total $235K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
55%top
  • UNITEDHEALTHCARE INSURANCE COMPANY55%
  • METROPOLITAN LIFE INSURANCE COMPANY45%
Total $235K2 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • J.W. TERRILL90%
  • MARSH & MCLENNAN AGENCY LLC10%
Total $11K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BROWN & JAMES, P.C. 401(K) PROFIT SHARING PLAN

401k

Assets$73.4M
Participants185
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

BROWN & JAMES PC HEALTH INSURANCE PLAN

Fully Insured - UNITED HEALTHCARE

Premiums$130K
Covered lives223
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

BROWN & JAMES PC VOLUNTARY DENTAL PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$105K
Covered lives208
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

BROWN & JAMES PC LONG TERM DISABILITY PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY

Premiums$81K
Covered lives121
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

BROWN & JAMES PC VOLUNTARY LIFE PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY

Premiums$46K
Covered lives57
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

BROWN & JAMES PC GROUP LIFE INSURANCE PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY

Premiums$8K
Covered lives121
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BROWN & JAMES, P.C. 401(K) PROFIT SHARING PLAN401k$73.4M1852025

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
502BROWN & JAMES PC HEALTH INSURANCE PLANFully InsuredUNITED HEALTHCARE$130K2232025
505BROWN & JAMES PC VOLUNTARY DENTAL PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$105K2082025
501BROWN & JAMES PC LONG TERM DISABILITY PLANFully InsuredUNUM LIFE INSURANCE COMPANY$81K1212024
506BROWN & JAMES PC VOLUNTARY LIFE PLANFully InsuredUNUM LIFE INSURANCE COMPANY$46K572024
503BROWN & JAMES PC GROUP LIFE INSURANCE PLANFully InsuredUNUM LIFE INSURANCE COMPANY$8K1212024
Retirement plans
Welfare plans
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