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Sponsor portfolioWelfare / HealthEIN 52-2112409

BROWN ADVISORY INCORPORATED

901 SOUTH BOND STREET · BALTIMORE, MD 21231
4105375444
Plans filed
1
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$842K
No prior year
Persons covered
919
No prior year
Total participants
936
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$842K
BROWN ADVISORY HEALTH AND WELFARE BENEFITS PLAN
Mixed919 covered·4 carriers
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Long-term disability$840K34.0%
Other$815K33.0%
Life$814K33.0%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LLTDOth
$814K96.7%11919
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 620331200
LTD
$24K2.8%1614
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
EIN 041590850
LTD
$3K0.3%114
THE PAUL REVERE LIFE INSURANCE COMPANY
EIN 041768571
Oth
$1K0.1%111

Broker overview

5 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
WILLIS TOWERS WATSON US LLCCHICAGO, ILTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$0$7K$7K65.0%1
REUBEN WARNER ASSOCIATES, INC.TIMONIUM, MDPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, THE PAUL REVERE LIFE INSURANCE COMPANY$2K$1K$4K33.1%1
M FINANCIAL HOLDINGS INCPORTLAND, ORPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY$0$136$1361.2%1
RIGGS COUNSELMAN MICHAELS & DOWNESHUNT VALLEY, MDMASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY$54$0$540.5%1
HARRIS S. FISHMANFORT LAUDERDALE, FLMASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY$27$0$270.2%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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