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Original filing (PDF)20251014135039NAL0001453491001
BROWN PHYSICIANS, INC.
Form 5500
FILING_RECEIVED
BROWN PHYSICIANS, INC. 403(B) PLAN
403(b) retirement plan
Active participants
1,424
Accounts w/ balance
1,805
Plan assets (EOY)
$280.2M
Net assets (EOY)
$280.2M
How this plan invests
This plan
1 pooled trust
Schedule D
52 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BROWN PHYSICIANS, INC..
Plan sponsor
Name
BROWN PHYSICIANS, INC.
EIN
82-1858635
Address
110 ELM STREET, 2ND FLOOR · PROVIDENCE, RI · 02903
Phone
(401) 784-4912
Industry
Other Services (ex. Public Admin)see 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
2025-10-14
Pension benefit codes
2L · 403(b)(1) annuity
2F · ERISA section 404(c)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
KAHN, LITWIN, RENZA & CO. LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INV INST OPER COMPANY INC. | 04-2647786 | — | RECORDKEEPER | -$66K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROUP | 04-2530412 | — | CONSULTANT | $4K | — |
Investments
51 direct securities · 1 pooled fund· $280.1M(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
$279.6M
51 holdings
Pooled Separate Account
$527K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds | — | — | — | $30.6M | 10.9% | |
| Fidelity | — | — | — | $26.0M | 9.3% | |
| Alliance Bernstein | — | — | — | $25.5M | 9.1% | |
| American Funds | — | — | — | $19.2M | 6.9% | |
| American Funds | — | — | — | $17.9M | 6.4% | |
| American Funds | — | — | — | $14.5M | 5.2% | |
| TIAA | — | — | — | $13.8M | 4.9% | |
| American Funds | — | — | — | $13.0M | 4.7% | |
| Fidelity | — | — | — | $12.4M | 4.4% | |
| TIAA | — | — | — | $12.4M | 4.4% | |
| American Funds | — | — | — | $11.0M | 3.9% | |
| TIAA | — | — | — | $7.3M | 2.6% | |
| TIAA | — | — | — | $6.3M | 2.2% | |
| TIAA | — | — | — | $6.1M | 2.2% | |
| American Funds | — | — | — | $5.6M | 2.0% | |
| Fidelity | — | — | — | $4.9M | 1.7% | |
| John Hancock | — | — | — | $4.6M | 1.7% | |
| TIAA | — | — | — | $4.6M | 1.6% | |
| American Funds | — | — | — | $3.5M | 1.2% | |
| Fidelity | — | — | — | $3.3M | 1.2% | |
| MFS | — | — | — | $3.1M | 1.1% | |
| MFS | — | — | — | $2.9M | 1.0% | |
| Fidelity | — | — | — | $2.6M | 0.9% | |
| Vanguard | — | — | — | $2.5M | 0.9% | |
| Putnam | — | — | — | $2.4M | 0.9% | |
| American Funds | — | — | — | $2.4M | 0.9% | |
| TIAA | — | — | — | $2.2M | 0.8% | |
| Fidelity | — | — | — | $2.1M | 0.7% | |
| American Funds | — | — | — | $2.1M | 0.7% | |
| Fidelity | — | — | — | $2.0M | 0.7% | |
| TIAA | — | — | — | $1.9M | 0.7% | |
| American Funds | — | — | — | $1.7M | 0.6% | |
| American Funds | — | — | — | $1.6M | 0.6% | |
| Alliance Bernstein | — | — | — | $1.1M | 0.4% | |
| T. Rowe Price | — | — | — | $1.0M | 0.4% | |
| Fidelity | — | — | — | $852K | 0.3% | |
| TIAA | — | — | — | $852K | 0.3% | |
| Allspring | — | — | — | $819K | 0.3% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $527K | 0.2% | |
| TIAA | — | — | — | $515K | 0.2% | |
| Participant Loans | — | — | — | $473K | 0.2% | |
| TIAA | — | — | — | $437K | 0.2% | |
| Fidelity | — | — | — | $409K | 0.1% | |
| American Funds | — | — | — | $367K | 0.1% | |
| TIAA | — | — | — | $220K | <0.1% | |
| TIAA | — | — | — | $211K | <0.1% | |
| TIAA | — | — | — | $77K | <0.1% | |
| TIAA | — | — | — | $68K | <0.1% | |
| TIAA | — | — | — | $61K | <0.1% | |
| TIAA | — | — | — | $54K | <0.1% | |
| TIAA | — | — | — | $29K | <0.1% | |
| TIAA | — | — | — | $4K | <0.1% |