Brown & Brown, Inc Employee Savings Plan — Form 5500 plan (Brown & Brown, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Brown & Brown, Inc Employee Savings Plan is a benefit plan reported by Brown & Brown, Inc. under EIN 59-0864469 and plan number 002. The latest loaded filing year is 2023. The filing reports 14,827 participants and $1,494,481,890 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brown & Brown, Inc.
- EIN
- 59-0864469
- Plan number
- 002
- Plan type
- 2
- Location
- Daytona Beach, FL
- Latest filing year
- 2023
- Participants
- 14,827
- End-of-year plan assets
- $1,494,481,890
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 14,827 | H, C | 20240709162528NAL0008938883001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,494,481,890
- Net assets (EOY)
- $1,494,481,890
- Net assets (BOY)
- $1,221,262,447
Income & contributions
- Employer contributions
- $40,954,856
- Participant contributions
- $83,812,356
- Total contributions
- $146,259,506
- Total income / additions
- $374,691,518
Expenses & distributions
- Benefits paid
- $100,511,943
- Administrative expenses
- $912,413
- Total expenses
- $101,472,075
- Net increase / (decrease)
- $273,219,443
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $599,680 | not reported in the loaded dataset | 2023 |
| Newport Retirement Services Inc | NONE | $57,020 | not reported in the loaded dataset | 2023 |
| Truist Bank | NONE | $55,280 | not reported in the loaded dataset | 2023 |
| Hancock Askew & Co Llp | NONE | $36,300 | not reported in the loaded dataset | 2023 |
| Walrus Partners LLC | NONE | $21,744 | not reported in the loaded dataset | 2023 |
| Ferguson Wellman Capital Manag | NONE | $18,952 | not reported in the loaded dataset | 2023 |
| Envestnet Asset Management Inc | NONE | $17,010 | not reported in the loaded dataset | 2023 |
| Suncoast Equity Management LLC | NONE | $12,471 | not reported in the loaded dataset | 2023 |
| Chaney Capital Management Inc | NONE | $12,137 | not reported in the loaded dataset | 2023 |
| Mariner LLC | NONE | $10,838 | not reported in the loaded dataset | 2023 |
| Steelpeak Wealth LLC | NONE | $10,419 | not reported in the loaded dataset | 2023 |
| Singer Wealth Advisors LLC | NONE | $7,326 | not reported in the loaded dataset | 2023 |
| Occidental Asset Mgmt LLC | NONE | $6,521 | not reported in the loaded dataset | 2023 |
| Lmcg Investments LLC | NONE | $6,337 | not reported in the loaded dataset | 2023 |
| Signature Investment Advisors | NONE | $5,712 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $5,459 | $0 | 2023 |
| Windsor Wealth Management Inc | NONE | $5,247 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Brown & Brown, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Daytona Beach, FL
- Schwab Retirement Plan Services Inc — Schedule C compensation
- Newport Retirement Services Inc — Schedule C compensation
- Truist Bank — Schedule C compensation
- Hancock Askew & Co Llp — Schedule C compensation
- Walrus Partners LLC — Schedule C compensation
- Ferguson Wellman Capital Manag — Schedule C compensation
- Envestnet Asset Management Inc — Schedule C compensation
- Suncoast Equity Management LLC — Schedule C compensation
- Chaney Capital Management Inc — Schedule C compensation
- Mariner LLC — Schedule C compensation
- Steelpeak Wealth LLC — Schedule C compensation
- Singer Wealth Advisors LLC — Schedule C compensation
- Occidental Asset Mgmt LLC — Schedule C compensation
- Lmcg Investments LLC — Schedule C compensation
- Signature Investment Advisors — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- Windsor Wealth Management Inc — Schedule C compensation