Brown Health Defined Benefit Retirement Plan
Sponsored by Lifespan Corporation D/B/A Brown University Health · EIN 222861978 · Plan #001
- Total assets
- $538M
- Net assets
- $537M
- Active participants
- 6,688
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mercer | Actuarial, Consulting (pension) | $766,390 |
| Cambridge Associates, Llc | Investment management fees (direct) | $636,684 |
| Income Research & Management | Investment management fees (direct) | $162,425 |
| Edgbaston Investment Partners, Llp | Investment management fees (direct) | $124,011 |
| State Street Bank & Trust Company | Trustee (institutional) | $121,131 |
| Arrow Street Intl Acwi Ex Us Fd | Investment management fees (direct) | $103,670 |
| Polen Capital Management, Llc | Investment management fees (direct) | $102,088 |
| Hs Management Partners | Investment management fees (direct) | $92,889 |
| Fidelity Invest Inst Oper Co, Inc. | Consulting (general), Recordkeeping fees, Account maintenance fees | $47,414 |
| Kpmg Llp | Accounting | $16,995 |
| Schroeders Investment Management | Investment management fees (direct) | $9,614 |
| Strategic Advisors, Inc. | Investment advisory (plan), Consulting (general) | $9,121 |
| Vulcan Value Partners | Investment management fees (direct) | $9,103 |
| Cbiz Cpas Pc | Accounting | $6,875 |
| Legal & General Investment Mgt.Inc. | Investment management fees (direct) | $4,698 |