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Sponsor portfolioWelfare / HealthEIN 61-0143150

BROWN-FORMAN CORPORATION

850 DIXIE HIGHWAY · LOUISVILLE, KY 40210
5025851100
Plans filed
3
Years active
2015–2024
Industry
NAICS 31
Latest filing
2024
Total premiums (latest)
$4.0M
No prior year
Persons covered
7,363
No prior year
Total participants
6,250
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #501$2.9M
BROWN-FORMAN CORPORATION GROUP INSURANCE PLAN
Fully insured5,000 covered·3 carriers
Primary: LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #505$1.1M
BROWN-FORMAN CORPORATION GROUP HEALTH AND WELLNESS
Mixed2,363 covered·3 carriers
Primary: KAISER FOUNDATION HEALTH PLAN, INC.
Plan #506$0
BROWN-FORMAN CORPORATION RETIREE HEALTH COVERAGE PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$2.1M51.3%
Long-term disability$737K18.4%
Health$629K15.7%
Other$579K14.5%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LLTD
$2.8M69.8%122,825
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
H
$629K15.7%114
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
Oth
$504K12.6%122,363
ACE AMERICAN INSURANCE COMPANY
EIN 952371728
Oth
$51K1.3%115,000
NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA
EIN 250687550
Oth
$24K0.6%115,000

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MERCER HEALTH AND BENEFITS, LLCCHICAGO, ILUNITEDHEALTHCARE INSURANCE COMPANY, LINCOLN NATIONAL LIFE INSURANCE COMPANY$204K$43K$247K97.2%2
MMG AGENCY INC.STATEN ISLAND, NYNATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA$0$5K$5K1.9%1
THE PATRIOT GROUPLOUISVILLE, KYNATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA$2K$0$2K0.9%1

History & trajectory

10 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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