Actuarial Benefit Corp.
other10 known aliases resolved via the canonical alias map
Market position · 2024
Plans served70+2 YoYRank #290 of mapped providers
Assets under administration$4.0B0.0%Market share · rank #2140
Fees received$2MMedian $16,437/planSum across Schedule C direct + indirect
Net wins YoY+28 won · 6 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Actuarial Benefit Corp. plan look like?
Service mix · median fees per plan
Count of plans where Actuarial Benefit Corp. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other services; Other fees; Contract AdministratorCode 13 | 29 | $13,159 | |
Other services; Other feesCode 49 | 21 | $14,649 | |
Other services; ActuarialCode 11 | 8 | $10,778 | |
Other services; Consulting (general)Code 16 | 5 | $35,270 | |
Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant loan processingCode 15 | 3 | $8,638 | |
Plan Administrator; Consulting (pension)Code 14 | 2 | $11,639 | |
Other fees; Custodial (securities); Other servicesCode 19 | 1 | $21,137 | |
Employee (plan)Code 30 | 1 | $58,579 |
Competitor overlap
Percent of Actuarial Benefit Corp.'s plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Actuarial Benefit Corp..
| Sponsor | From | Assets |
|---|---|---|
BEST BEST & KRIEGER LLPCA · 952157337-002 | Empower | $80M |
FEDERAL DEFENDERS OF SAN DIEGO, INC.CA · 952678506-001 | Pensionmark Financial Group | $59M |
NEWGEN OPERATIONS MANAGEMENT LLCCA · 834612746-001 | (new plan) | $19M |
JONATHAN CLUBCA · 950884320-002 | Empower | $18M |
INNOFLIGHT, LLCCA · 562497723-001 | (new plan) | $14M |
MENTAL HEALTH AMERICA OF LOS ANGELESCA · 951881491-001 | NFP | $13M |
CIRKS CONSTRUCTION, INC.CA · 330803265-001 | Pensionmark Financial Group | $12M |
LIFETECH RESOURCES, LLCCA · 954682107-002 | Lincoln Financial Advisors Corp | $7M |
Plans lost in 2024
Appeared last year under Actuarial Benefit Corp.; not this year.
| Sponsor | To | Assets |
|---|---|---|
SULLIVAN AUTOMOTIVE GROUP, LLCCA · 208361355-002 | ADP | $29M |
ADIR INTERNATIONAL, LLC DBA CURACAOCA · 861142792-001 | Pillsbury Winthrop Shaw Pittman LLP | $26M |
CRENSHAW LUMBER CO., INC.CA · 951872813-001 | John Hancock | $17M |
MONARCH LANDSCAPE HOLDINGS, LLCCA · 473833472-001 | Fidelity Investments | $13M |
MOB SCENE, LLCCA · 203867804-001 | (new plan) | $6M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRUSTEES OF SEIU LOCAL 1 & PARTICIPATING EMPLOYERS PENSION TRUSTIL · 366486542-001 | $716M | 23,746 | $58,579 | 5y | - |
SALAS O'BRIEN, INC.CA · 952037468-002 | $538M | 3,290 | $82,807 | 3y | 2 |
BANC OF CALIFORNIA, INC.CA · 043639825-002 | $327M | 2,918 | $72,426 | 2y | 1 |
MONSTER BEVERAGE CORPORATIONCA · 471809393-001 | $260M | 4,317 | $90,500 | 8y | 1 |
ROBERTSON'S READY MIX, LTD.CA · 330491865-002 | $121M | 2,192 | $45,351 | 10y | 1 |
LAWLEY, LLCNY · 222737385-002 | $106M | 684 | $32,550 | 3y | - |
LA JOLLA INSTITUTE FOR IMMUNOLOGYCA · 330328688-001 | $90M | 821 | $41,872 | 10y | - |
GEOLOGIC ASSOCIATESCA · 954313020-001 | $88M | 411 | $38,733 | 4y | 1 |
BEST BEST & KRIEGER LLPCA · 952157337-002 | $80M | 617 | $44,979 | 1y | - |
THE BUCKLEY SCHOOLCA · 951750023-001 | $75M | 520 | $8,719 | 5y | - |
Flag exposure
78.6%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (10)
Raw Schedule C names collapsed into Actuarial Benefit Corp..
- A L HANSEN MANUFACTURING CO
- A LENARD
- A&L IMAGING
- A. LENARD
- ACTUARIAL BENEFIT CORP.
- ACTUARIAL BENEFITS COPR.
- ACTUARIAL BENEFITS CORP
- ACTUARIAL BENEFITS CORP.
- ACTUARIAL BENEFITS CORPORATION
- ACTUARIAL BENEFITS CORPORTATION
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Actuarial Benefit Corp.'s book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 1 | 1.43% | 7.76% | -6.33 pp |
| Fidelity bond gap | 1 | 1.43% | 26.94% | -25.51 pp |
| Late contributions | 16 | 22.86% | 1.71% | +21.14 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 15 | 21.43% | 1.76% | +19.67 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Actuarial Benefit Corp.. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Frequent partners by role
Who else shows up on Actuarial Benefit Corp.'s plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Morningstar Investment Management | 9 | 12.9% |
| Creative Planning | 3 | 4.3% |
| SageView | 3 | 4.3% |
| Strategic Advisers | 3 | 4.3% |
| Wilshire Associates | 3 | 4.3% |
| World Investment Advisors LLC | 3 | 4.3% |
| Global Retirement Partners LLC | 2 | 2.9% |
| Goldman Sachs Asset Management | 2 | 2.9% |
| Lawley Retirement Advisors, LLC | 2 | 2.9% |
| Accelerate Investment Advisors | 1 | 1.4% |
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).