# BROWN ADVISORY HEALTH AND WELFARE BENEFITS PLAN

Health and welfare plan sponsored by **BROWN ADVISORY INCORPORATED**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | BROWN ADVISORY INCORPORATED |
| EIN | 522112409 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | BALTIMORE, MD |
| Industry | financial services |
| Funding | mixed |
| Total premiums | $842K |
| Participants | 936 |
| Persons covered | 919 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| LINCOLN FINANCIAL GROUP | Life, LTD, Other |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | LTD |
| MASSMUTUAL | LTD |
| UNUMPROVIDENT | Other |

## Brokers

| Broker | Placed with |
|---|---|
| WILLIS TOWERS WATSON US LLC | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY |
| THE L WARNER COMPANY INC | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY |
| M FINANCIAL HOLDINGS INC | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY |
| RIGGS COUNSELMAN MICHAELS & DOWNES | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY |
| HARRIS S. FISHMAN | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY |
| THE L WARNER COMPANY INC | THE PAUL REVERE LIFE INSURANCE COMPANY |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/522112409-501
- Cite as: PlanOptica, https://planoptica.com/welfare/522112409-501
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers