Brown Brothers Harriman & Co. — Form 5500 filings & benefit plans
Form 5500 plan sponsor 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 Brothers Harriman & Co. (EIN 13-4973745) is a plan sponsor located in New York, NY with 5 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 13-4973745
- Location
- New York, NY
- Loaded plans
- 5
- Total reported participants
- 11,210
- Total reported plan assets (EOY)
- $1,467,251,040
- Plans with financial data
- 2
- Plans with provider compensation
- 2
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| 59 Wall Street Capital Accumulation Plan | 003 | 4,871 | $1,364,851,593 | 2023 |
| Cash Balance Retirement Plan Of Brown Brothers Harriman & Co. | 001 | 411 | $102,399,447 | 2023 |
| Brown Brothers Harriman & Co. Welfare Benefits Plan For Active Employees | 526 | 3,042 | not reported in the loaded dataset | 2023 |
| Brown Brothers Harriman & Co. Medical Plan For Active Employees | 522 | 2,317 | not reported in the loaded dataset | 2023 |
| Brown Brothers Harriman & Co. Retiree Welfare Benefits Plan | 525 | 569 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Brown Brothers Harriman & Co. Welfare Benefits Plan For Active Employees | 3,042 | — | 20241008101559NAL0017392129001 |
| 2023 | Brown Brothers Harriman & Co. Retiree Welfare Benefits Plan | 569 | — | 20241008102051NAL0009539075001 |
| 2023 | Brown Brothers Harriman & Co. Medical Plan For Active Employees | 2,317 | — | 20241008102407NAL0016446465001 |
| 2023 | 59 Wall Street Capital Accumulation Plan | 4,871 | H, C | 20241010134104NAL0040195090001 |
| 2023 | Cash Balance Retirement Plan Of Brown Brothers Harriman & Co. | 411 | H, C | 20241011103435NAL0043338242001 |