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Sponsor portfolioTH

BROWN & BROWN, INC.

EIN 59-0864469-insurance-Latest filing 2025
Plans
2
Retirement
1
$1.99B assets
Welfare
1
$26.6M premiums
Participants
33,161
300 NORTH BEACH STREET - DAYTONA BEACH, FL 32114386-252-9601bbrown.comLinkedIn10001+ employeesinsurance
Plans on this EIN
2 filings
#002ESOP-$1.99B - 15,728 part#501Fully Insured-$26.6M - 17,433 lives

Benefits portfolio analytics

1 plan / $26.6M premiums / 17,433 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$13.2M
  • Health$11.8M
  • Prescription drug$11.8M
  • Long-term disability$11.1M
  • Life$10.6M
  • Vision$1.9M
  • +1 more
Total $26.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
42%top
  • BLUE CROSS OF CALIFORNIA42%
  • HARTFORD LIFE AND ACCIDENT40%
  • RELIASTAR LIFE INSURANCE COMPANY5%
  • VISION SERVICE PLAN4%
  • HAWAII MEDICAL SERVICE ASSOCIATION3%
  • +3 more
Total $26.6M8 slices

Broker market share

Schedule A broker compensation

Split broker
77%top
  • STRATEGIC NON-MEDICAL SOLUTIONS LLC77%
  • RICHARD BRUCE JR MONAHAN14%
  • BROWN & BROWN INSURANCE SERVICES3%
  • MORRIS & BOYLE3%
  • AGIS NETWORK INC1%
  • +3 more
Total $2.4M8 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$1.99B
Participants15,728
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 - BLUE CROSS BLUE SHIELD OF MICHIGAN

Premiums$26.6M
Covered lives17,433
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002BROWN & BROWN, INC EMPLOYEE SAVINGS PLANESOP$1.99B15,7282025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BROWN & BROWN, INC. HEALTH AND WELFARE BENEFITS PLANFully InsuredBLUE CROSS BLUE SHIELD OF MICHIGAN$26.6M17,4332025
Retirement plans
Welfare plans
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