Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
BROWN PHYSICIANS, INC.
EIN 82-1858635Health Care and Social AssistanceLatest filing 2024
Plans
3
Retirement
2
$606.5M assets
Welfare
1
$2.8M premiums
Participants
5,380
110 ELM STREET, 2ND FLOOR - PROVIDENCE, RI 02903401-453-9623
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $606.5M assets / 3,961 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.8M premiums / 1,409 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$2.7M
- Life$2.5M
- Short-term disability$2.5M
- Long-term disability$2.5M
- Vision$114K
Carrier market share
Premium dollars by Schedule A carrier
89%top
- SUN LIFE ASSURANCE COMPANY OF CANADA89%
- AFLAC4%
- VISION SERVICE PLAN4%
- ARAG INSURANCE COMPANY1%
- COASTLINE EAP1%
Broker market share
Schedule A broker compensation
88%top
- GALLAGHER BENEFIT SERVICES, INC.88%
- STEPHEN J. PHILLIPS7%
- USI INSURANCE SERVICES LLC1%
- KEVIN R MCINERNEY1%
- MGIS1%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BROWN PHYSICIANS, INC. 401(A) PLAN
ProfitSharing
Assets$326.3M
Participants1,911
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BROWN PHYSICIANS, INC. 403(B) PLAN
403b
Assets$280.2M
Participants2,050
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE BROWN PHYSICIANS, INC. WELFARE PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$2.8M
Covered lives1,409
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BROWN PHYSICIANS, INC. 401(A) PLAN | ProfitSharing | $326.3M | 1,911 | 2024 | |
| 002 | BROWN PHYSICIANS, INC. 403(B) PLAN | 403b | $280.2M | 2,050 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE BROWN PHYSICIANS, INC. WELFARE PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $2.8M | 1,409 | 2024 |
Retirement plans
Welfare plans