Sponsor portfolio
PHIL BROWN INSURANCE AGENCY INC
EIN 61-1239281insuranceLatest filing 2025
Plans
2
Retirement
1
$4.7M assets
Welfare
1
Participants
15
9300 SHELBYVILLE RD STE 1004 - LOUISVILLE, KY 40222502-327-6966philbrowninsurance.comLinkedIn1-10 employeesinsurance
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PHIL BROWN INSURANCE AGENCY INC 401K/PROFIT SHARING PLAN
401k
Assets$4.7M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
PHIL BROWN INSURANCE AGENCY, INC CBS BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PHIL BROWN INSURANCE AGENCY INC 401K/PROFIT SHARING PLAN | 401k | $4.7M | 10 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PHIL BROWN INSURANCE AGENCY, INC CBS BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans