PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Brown Advisory Incorporated
  • Benefits analytics
  • Plan summaries
  • Health & Benefits plans

Filings through Oct 24, 2026.

Brown Advisory Incorporated

EIN 52-2112409-financial services-Latest filing 2025
Plans
1
Retirement
0
Health & Benefits
1
$842K premiums
Participants
936
901 SOUTH BOND STREET, SUITE S-400 - BALTIMORE, MD 21231410-537-5444brownadvisory.comLinkedIn501-1000 employeesfinancial services
Plans on this EIN
1 filing
#501Mixed-$842K - 919 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $842K premiums / 919 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$840K
  • Other$815K
  • Life$814K
Total $842K3 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Health & Benefits#501

BROWN ADVISORY HEALTH AND WELFARE BENEFITS PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$842K
Covered lives919
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501BROWN ADVISORY HEALTH AND WELFARE BENEFITS PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$842K9192025
  • BROWN ADVISORY HEALTH AND WELFARE BENEFITS PLAN$842K
    #501 · Mixed · THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · 2025919
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica