Plan Snapshot
- Plan Sponsor: Lifespan Corporation, Dba Brown University Health
- Sponsor EIN: 222861978
- Sponsor Address: 15 LASALLE SQUARE, PROVIDENCE, RI, 02903
- Plan Type: 403(b)
- Total Participants: 8,630
- Total Assets: $1.3B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 8,630 | $1.3B | $0 | $10.5M |
| 2023 | 9,054 | $1.2B | $0 | $10.3M |
| 2022 | 9,416 | $1.0B | $0 | $10.9M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $905,013 | $213,594 | $796 | — | — |
| 2023 | $1,115,931 | $222,571 | $4,052 | — | — |
| 2022 | $1,725,161 | $322,512 | $1,330,649 | — | $72,000 |