Aetna Inc.
recordkeeper22 known aliases resolved via the canonical alias map
Market position · 2024
Plans served51-6 YoYRank #372 of mapped providers
Assets under administration$100.9B0.1%Market share · rank #131
Fees received$6MMedian $35,057/planSum across Schedule C direct + indirect
Net wins YoY-58 won · 13 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 Aetna Inc. plan look like?
Service mix · median fees per plan
Count of plans where Aetna Inc. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Contract Administrator; Recordkeeping fees; Investment management fees paid directly by planCode 13 | 19 | $17,381 | |
Direct payment from the plan; Claims processingCode 12 | 9 | $56,393 | |
Insurance services; Direct payment from the planCode 23 | 5 | $38,958 | |
Investment management fees paid directly by plan; Investment managementCode 28 | 4 | $11,709 | |
Investment management fees paid directly by plan; Custodial (securities); Insurance services; Direct payment from the plan; Investment managementCode 19 | 2 | $25,540 | |
Trustee (bank, trust company, or similar financial institution)Code 21 | 2 | $16,313 | |
Insurance agents and brokers; Direct payment from the planCode 22 | 2 | $13,464 | |
Investment advisory (plan); Investment advisory (participants)Code 26 | 2 | $33,451 |
Competitor overlap
Percent of Aetna Inc.'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 Aetna Inc..
| Sponsor | From | Assets |
|---|---|---|
EXELON CORPORATIONIL · 232990190-022 | Evercore | $1.9B |
JOHN BEAN TECHNOLOGIES CORPORATIONIL · 911650317-001 | State Street | $186M |
AMERICAN ORDNANCE, LLC C/O IOWA ARMY AMMUNITION PLANTPA · 621735307-004 | Principal | $88M |
RIVIANA FOODS INC.PA · 760177572-003 | BNY Mellon | $17M |
ROOFERS LOCAL 195 ANNUITY FUNDNY · 141721374-002 | Investment Performance Services LLC | $10M |
Plans lost in 2024
Appeared last year under Aetna Inc.; not this year.
| Sponsor | To | Assets |
|---|---|---|
MARS, INCORPORATEDNJ · 221594774-001 | Trust Company of the West | $5.3B |
TOTALENERGIES FINANCE USA, INC.TX · 233060301-002 | BlackRock | $656M |
CALERES, INC.MO · 430197190-002 | WTW | $344M |
FIRSTGROUP SERVICES, INC.DE · 863006037-001 | Agilis Partners LLC | $179M |
BOARD OF TRUSTEES - CHICAGO TILE INSTITUTE PENSION FUNDIL · 366033202-001 | A. WYDRA | $156M |
SEALED AIR CORPORATIONNC · 650654331-007 | WTW | $111M |
MAINEGENERAL HEALTHME · 043369649-004 | October Three Consulting | $101M |
JT BD OF TRUSTEES SHEET METAL WORKERS PENSION FUNDLA · 720562245-001 | TERRI NEFF | $50M |
VIAD CORPAZ · 591008863-015 | Aon | $9M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
RTX CORPORATIONCT · 060570975-041 | $41.6B | 281,638 | $38,958 | 2y | 1 |
EXXON MOBIL CORPORATIONTX · 135409005-001 | $12.1B | 60,890 | $545,202 | 10y | - |
LEIDOS, INC.VA · 953630868-004 | $11.8B | 54,080 | $43,630 | 2y | 1 |
EVERSOURCE ENERGY SERVICE COMPANYCT · 060810627-006 | $5.8B | 17,796 | $46,230 | 10y | - |
AETNA INC.CT · 232229683-003 | $5.2B | 49,504 | $2M | 10y | - |
WESTROCK COMPANYGA · 473335141-027 | $4.4B | 43,819 | $43,154 | 9y | - |
MARSH & MCLENNAN COMPANIES, INC.NY · 362668272-001 | $4.2B | 35,450 | $82,492 | 8y | - |
NOKIA OF AMERICA CORPORATIONNJ · 223408857-002 | $4.0B | 15,169 | $314,874 | 10y | - |
ONCOR ELECTRIC DELIVERY COMPANY LLCTX · 752967830-001 | $1.9B | 14,519 | $51,819 | 10y | - |
EXELON CORPORATIONIL · 232990190-022 | $1.9B | 10,110 | $5,090 | 1y | - |
Flag exposure
96.1%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 (22)
Raw Schedule C names collapsed into Aetna Inc..
- ABTECH
- ABUNDANCE HOLDINGS, INC.
- ABUNDANT CAPITAL STRATEGIES LLC
- AC EVANS LLC
- ACA ADVISORS III, LLC
- ACADEMY CAPITAL MANAGEMENT
- AETHA LIFE INSURANCE COMPANY
- AETNA
- AETNA INC
- AETNA INC.
- AETNA INS. CO.
- AETNA INSURANCE
- AETNA LIFE INS-LG CASE PENSIONS
- AETNA LIFE INSURANCE
- AETNA LIFE INSURANCE CO
- AETNA LIFE INSURANCE CO.
- AETNA LIFE INSURANCE COMPANY
- AETNA LIFE INSURANCE COMPANY TOTAL
- AETNA LIFEINSURANCE CO
- AETNA RETIREMENT SERVICES
- AETNA US HEALTHCARE
- AETNA, INC.
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 Aetna Inc.'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 | 2 | 3.92% | 7.76% | -3.84 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 2 | 3.92% | 1.71% | +2.21 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 1.96% | 1.76% | +0.20 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 Aetna Inc.. 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 Aetna Inc.'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 |
|---|---|---|
| WTW | 9 | 17.6% |
| Aon | 8 | 15.7% |
| Mercer | 7 | 13.7% |
| Legal & General Investment Management America | 6 | 11.8% |
| PIMCO | 6 | 11.8% |
| NISA Investment Advisors | 5 | 9.8% |
| Goldman Sachs Asset Management | 4 | 7.8% |
| Loomis Sayles | 4 | 7.8% |
| Milliman | 4 | 7.8% |
| The Segal Company | 3 | 5.9% |