Original filing (PDF)20260316151252NAL0001948960003

JOHN BROWN UNIVERSITY

Name: JOHN BROWN UNIVERSITY — JOHN BROWN UNIVERSITY HEALTH BENEFIT TRUST, Form 5500 (2024)
Creator: JOHN BROWN UNIVERSITY

Form 5500

FILING_RECEIVED

JOHN BROWN UNIVERSITY HEALTH BENEFIT TRUST

Health & welfare plan

Signals · 2

~562 bps in Sched C feesNo recordkeeper disclosed

Active participants

323

Accounts w/ balance

—

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

How this plan invests

This plan

6 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

100

Concentration risk

100

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOHN BROWN UNIVERSITY.

Plan sponsor

Name

JOHN BROWN UNIVERSITY

EIN

71-0239576

Address

2000 W UNIVERSITY STREET · SILOAM SPRINGS, AR · 72761

Phone

(479) 524-7123

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

502

Plan year

2024

Plan year begin

2024-06-01

Tax period

2025-05-31

Filed

2026-03-16

Welfare benefit codes

4A · Health (other than dental or vision)

4B · Life Insurance

4D · Dental

4F · Temporary Disability (accident and sickness)

4H · Long-Term Disability

Audit & trust (Schedule H)

Auditor

CAPIN CROUSE

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERITAIN HEALTH	16-1264154	—	ADMINISTRATIVE SERVICES	$186K	—
PRIME THERAPEUTICS MANAGEMENT, LLC	46-3708039	—	PHARMACY BENEFIT MANAGEME	$17K	—

Investments

5 direct securities· $874K(24% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Western Alliance Certificate of deposit - 4.15%, matures 3/27/26	—	—	$250K	$251K	6.9%
Flagstar Bank Certificate of deposit - 4.00%, matures 10/27/25	—	—	$250K	$250K	6.9%
Goldman Sachs Certificate of deposit - 3.95%, matures 4/22/26	—	—	$250K	$250K	6.9%
Savings Bank Certificate of deposit - 3.85%, matures 4/21/26	—	—	$120K	$120K

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