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Original filing (PDF)20260309081052NAL0002468930001
LIFESPAN CORPORATION, DBA BROWN UNIVERSITY HEALTH
Form 5500
FILING_RECEIVED
BROWN HEALTH 403(B) RETIREMENT PLAN
403(b) retirement plan
Signals · 2
Late filing · 3.8 mo27% in single holding
Active participants
8,630
Accounts w/ balance
7,722
Plan assets (EOY)
$1.3B
Net assets (EOY)
$1.3B
How this plan invests
This plan
1 pooled trust
Schedule D
50 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
85
Concentration risk
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 3.8 months past the 10.5-month grace window.
- Top holding "Fidelity Investments Canada 10 ** 678 * Fidelity Investments Growth Company 11,196,486" is 27% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIFESPAN CORPORATION, DBA BROWN UNIVERSITY HEALTH.
Plan sponsor
Name
LIFESPAN CORPORATION, DBA BROWN UNIVERSITY HEALTH
EIN
22-2861978
Address
15 LASALLE SQUARE · 5TH FLOOR · PROVIDENCE, RI · 02903
Phone
(401) 444-5265
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-03-09
Pension benefit codes
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-2647786 | — | RECORDKEEPER | $382K | — |
| TIAA-CREF | 13-1624203 | — | RECORDKEEPER | $5K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $214K | — |
| RESOURCES INVESTMENT ADVISORS, LLC | 43-1451524 | — | ADVISOR/CONSULTANT | $62K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NIXON PEABODY LLP | 16-0764720 | — | LEGAL | $54K | — |
Investments
50 direct securities · 1 pooled fund· $1.3B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$1.3B
50 holdings
Pooled Separate Account
$2.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Canada 10 ** 678 * Fidelity Investments Growth Company 11,196,486 | — | — | — | $340.5M | 26.8% | |
| Fidelity Investments 500 Index Fund 687,616 | — | — | — | $140.4M | 11.1% | |
| Vanguard Group Institutional Target Retirement Fund 2030 2,137,059 | — | — | — | $81.0M | 6.4% | |
| Vanguard Group Institutional Target Retirement Fund 2035 2,610,462 | — | — | — | $62.6M | 4.9% | |
| TIAA Traditional Non-Benefit Responsive - | — | — | — | $57.3M | 4.5% | |
| Vanguard Group Institutional Target Retirement Fund 2025 3,003,521 | — | — | — | $56.1M | 4.4% | |
| Vanguard Group Institutional Target Retirement Fund 2040 1,249,920 | — | — | — | $54.0M | 4.3% | |
| Vanguard Group Institutional Target Retirement Fund 2045 1,624,503 | — | — | — | $48.2M | 3.8% | |
| TIAA CREF Stock 49,405 | — | — | — | $45.0M | 3.5% | |
| Baird Core Plus Bond Fund 4,099,018 | — | — | — | $41.0M | 3.2% | |
| Vanguard Group Mid Cap Institutional Index 428,652 | — | — | — | $31.0M | 2.4% | |
| MFS Value R4 631,274 | — | — | — | $30.6M | 2.4% | |
| Vanguard Group Institutional Target Retirement Fund 2050 577,911 | — | — | — | $28.8M | 2.3% | |
| American Funds Europacific Growth 478,891 | — | — | — | $25.7M | 2.0% | |
| Fidelity Investments Fidelity Gov Mmkt 178 ** 178 * Fidelity Investments Fidelity Investments Money Market Government Fund 25,436,691 | — | — | — | $25.4M | 2.0% | |
| Vanguard Group Institutional Target Retirement Fund 2020 886,294 | — | — | — | $23.5M | 1.9% | |
| Self-directed accounts held by Fidelity Investments Fidelity Brokerage Link - | — | — | — | $18.6M | 1.5% | |
| Vanguard Group Developed Markets Index Inst 1,146,035 | — | — | — | $17.6M | 1.4% | |
| New York Life Guaranteed Interest Account - | — | — | — | $17.4M | 1.4% | |
| TIAA CREF Growth 28,956 | — | — | — | $15.2M | 1.2% | |
| Fidelity Investments U.S. Bond Index Fund 1,229,224 | — | — | — | $12.6M | 1.0% | |
| Vanguard Group Small Cap Institutional Index 104,250 | — | — | — | $12.0M | 0.9% | |
| TIAA CREF Equity Index 22,925 | — | — | — | $11.8M | 0.9% | |
| Vanguard Group Institutional Target Retirement Income Fund 799,340 | — | — | — | $10.5M | 0.8% | |
| Vanguard Group Institutional Target Retirement Fund 2055 184,158 | — | — | — | $10.2M | 0.8% | |
| TIAA CREF Global Equities 25,911 | — | — | — | $9.0M | 0.7% | |
| TIAA Traditional Benefit Responsive - | — | — | — | $7.4M | 0.6% | |
| Cohen & Steers Realty Fund 91,379 | — | — | — | $6.0M | 0.5% | |
| TIAA CREF Social Choice 14,120 | — | — | — | $5.2M | 0.4% | |
| TIAA CREF Money Market 143,427 | — | — | — | $4.3M | 0.3% | |
| TIAA REAL ESTATE TIAA · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $2.8M | 0.2% | |
| Vanguard Group Institutional Target Retirement Fund 2060 48,952 | — | — | — | $2.5M | 0.2% | |
| TIAA Real Estate 4,967 | — | — | — | $2.3M | 0.2% | |
| TIAA Traditional Non-Benefit Responsive 2 - | — | — | — | $2.0M | 0.2% | |
| BlackRock Mid-Cap Growth Equity Fund-Class K 36,480 | — | — | — | $1.6M | 0.1% | |
| TIAA CREF Bond Market 9,373 | — | — | — | $1.3M | <0.1% | |
| MFS New Discovery Value R4 56,701 | — | — | — | $1.0M | <0.1% | |
| TIAA CREF Inflation-Linked Bond 10,620 | — | — | — | $895K | <0.1% | |
| Vanguard Group 500 Index Fund Admiral 1,591 | — | — | — | $863K | <0.1% | |
| AllianceBernstein Large Cap Growth Fund I 1,911 | — | — | — | $207K | <0.1% | |
| Vanguard Group Developed Markets Index Admiral 9,502 | — | — | — | $146K | <0.1% | |
| TIAA Traditional Benefit Responsive 2 - | — | — | — | $92K | <0.1% | |
| TIAA Money Market Premium 74,878 | — | — | — | $75K | <0.1% | |
| Vanguard Group Institutional Target Retirement Fund 2065 2,208 | — | — | — | $74K | <0.1% | |
| Vanguard Group Institutional Target Retirement Fund 2070 918 | — | — | — | $24K | <0.1% | |
| Vanguard Group Total Bond Market Index Fund Adm 2,384 | — | — | — | $23K | <0.1% | |
| TIAA Access Lifecycle 2010 51 | — | — | — | $6K | <0.1% | |
| TIAA Growth & Income 114 | — | — | — | $2K | <0.1% | |
| TIAA Access Lifecycle 2035 61 | — | — | — | $1K | <0.1% | |
| Fidelity Investments SEL Wireless 94 | — | — | — | $1K | <0.1% | |
| TIAA Access Lifecycle Retirement Income 48 | — | — | — | $1K | <0.1% |