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Original filing (PDF)20251013135928NAL0000684355001
BROWN BROTHERS HARRIMAN & CO.
Form 5500
FILING_RECEIVED
CASH BALANCE RETIREMENT PLAN OF BROWN BROTHERS HARRIMAN & CO.
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
132
Accounts w/ balance
—
Plan assets (EOY)
$107.6M
Net assets (EOY)
$107.6M
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
55
Participation health
100
Knocking points off
- 23 bps in Schedule C fees — 131% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BROWN BROTHERS HARRIMAN & CO..
Plan sponsor
Name
BROWN BROTHERS HARRIMAN & CO.
EIN
13-4973745
Address
140 BROADWAY · NEW YORK, NY · 100051101
Phone
(212) 493-7658
Industry
Commercial Banking· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENT | 04-2507163 | — | NONE | $150K | — |
| MERCER | 13-2834414 | — | NONE | $94K | — |
| PROSKAUER | 20-0042533 | — | NONE | $6K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.