PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. BROWN & BROWN, INC.
Sponsor portfolioTH

BROWN & BROWN, INC.

EIN 59-0864469-insurance-Latest filing 2024
Plans
2
Retirement
1
$1.75B assets
Welfare
1
$23.2M premiums
Participants
27,889
300 NORTH BEACH STREET - DAYTONA BEACH, FL 32114386-252-9601bbrown.comLinkedIn10001+ employeesinsurance
Plans on this EIN
2 filings
#002ESOP-$1.75B - 15,772 part#501Fully Insured-$23.2M - 17,513 lives

Benefits portfolio analytics

1 plan / $23.2M premiums / 17,513 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$11.8M
  • Health$9.8M
  • Prescription drug$9.8M
  • Long-term disability$9.7M
  • Life$9.3M
  • Vision$1.8M
  • +1 more
Total $23.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
40%top
  • HARTFORD LIFE AND ACCIDENT40%
  • BLUE CROSS OF CALIFORNIA39%
  • RELIASTAR LIFE INSURANCE COMPANY6%
  • VISION SERVICE PLAN5%
  • HAWAII MEDICAL SERVICE ASSOCIATION3%
  • +3 more
Total $23.2M8 slices

Broker market share

Schedule A broker compensation

Split broker
77%top
  • STRATEGIC EMPLOYEE BENEFIT SERVICES77%
  • BROWN AND BROWN OF FLORIDA, INC.17%
  • MORRIS & BOYLE4%
  • AGIS NETWORK INSURANCE SERVICES1%
  • M FINANCIAL HOLDINGS INC1%
  • +3 more
Total $2.1M8 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 & BROWN, INC EMPLOYEE SAVINGS PLAN

ESOP

Assets$1.75B
Participants15,772
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BROWN & BROWN, INC. HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$23.2M
Covered lives17,513
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002BROWN & BROWN, INC EMPLOYEE SAVINGS PLANESOP$1.75B15,7722024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BROWN & BROWN, INC. HEALTH AND WELFARE BENEFITS PLANFully InsuredHARTFORD LIFE AND ACCIDENT$23.2M17,5132024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica