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  2. BROWN & ROOT INDUSTRIAL SERVICES, LLC
Sponsor portfolio

BROWN & ROOT INDUSTRIAL SERVICES, LLC

EIN 47-3996049-construction-Latest filing 2024
Plans
2
Retirement
1
$314.7M assets
Welfare
1
$14.4M premiums
Participants
15,616
4171 ESSEN LANE, SUITE 1100 - BATON ROUGE, LA 70809225-778-7655brownandroot.comLinkedIn5001-10000 employeesconstruction
Plans on this EIN
2 filings
#013ESOP-$314.7M - 4,837 part#501Fully Insured-$14.4M - 10,779 lives

Benefits portfolio analytics

1 plan / $14.4M premiums / 10,779 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$13.7M
  • Life$11.4M
  • Short-term disability$11.4M
  • Long-term disability$11.4M
  • Vision$530K
  • Dental$357K
  • +2 more
Total $14.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • ZURICH AMERICAN INSURANCE COMPANY79%
  • AFLAC15%
  • EYEMED VISION CARE4%
  • TRIPLE S SALUD, INC.2%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY1%
Total $14.4M5 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • LOCKTON COMPANIES, LLC94%
  • GBS SPECIALTY MARKETS, LLC4%
  • VIDAL & RODRIGUEZ2%
Total $545K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#013

BROWN & ROOT INDUSTRIAL SERVICES 401(K) PLAN

ESOP

Assets$314.7M
Participants4,837
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BROWN & ROOT HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - ZURICH AMERICAN LIFE INSURANCE COMPANY

Premiums$14.4M
Covered lives10,779
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
013BROWN & ROOT INDUSTRIAL SERVICES 401(K) PLANESOP$314.7M4,8372024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BROWN & ROOT HEALTH AND WELFARE BENEFITS PLANFully InsuredZURICH AMERICAN LIFE INSURANCE COMPANY$14.4M10,7792024
Retirement plans
Welfare plans
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