Arthur J Gallagher & Co
advisor32 known aliases resolved via the canonical alias map
Market position · 2024
Plans served24+8 YoYRank #700 of mapped providers
Assets under administration$5.8B0.0%Market share · rank #1713
Fees received$1MMedian $17,389/planSum across Schedule C direct + indirect
Net wins YoY+1014 won · 4 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 Arthur J Gallagher & Co plan look like?
Service mix · median fees per plan
Count of plans where Arthur J Gallagher & Co ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the planCode 22 | 6 | $16,241 | |
Investment advisory (plan)Code 27 | 6 | $18,515 | |
Consulting (general); Account maintenance fees; ActuarialCode 11 | 3 | $90,898 | |
Consulting (general)Code 16 | 2 | $38,500 | |
Investment advisory (participants)Code 26 | 2 | $14,092 | |
Other servicesCode 49 | 2 | $22,254 | |
Insurance servicesCode 23 | 1 | $18,910 | |
LegalCode 29 | 1 | $7,967 |
Competitor overlap
Percent of Arthur J Gallagher & Co'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 Arthur J Gallagher & Co.
| Sponsor | From | Assets |
|---|---|---|
TRUSTEES OF UFCW UNIONS & EMPLOYERS MIDWEST PENSION FUNDIL · 366508328-001 | Benesys, Inc. | $1.9B |
ATH HOLDING COMPANY LLCIN · 113713086-002 | Buck Global LLC | $1.2B |
BOARD OF TRUSTEES CEMENT MASONS' PENSION FUNDIL · 516034597-001 | BMO Harris Bank N.A. | $541M |
ATH HOLDING COMPANY LLCIN · 113713086-004 | Sustainable Woodlands Partners LLC | $501M |
BOARD OF TRUSTEES OF UNITED FOOD & COMMERCIAL WKRS LOCAL 1546 PENSIONIL · 516049165-001 | LETICIA CHAVEZ | $204M |
MOUNT SAINT MARY'S UNIVERSITYCA · 951641455-001 | TIAA | $124M |
EQUITY LIFESTYLE PROPERTIES, INC.IL · 363857664-002 | Fidelity Investments | $87M |
MINNESOTA VIKINGS FOOTBALL, LLCMN · 202310169-011 | Snyder Capital Management LP | $50M |
ALTISOURCE PORTFOLIO SOLUTIONS, INC.GA · 050539094-001 | Gallagher Fiduciary Advisors | $37M |
BD OF TRUSTEES OHIO LOCAL NO 1OH · 316126988-001 | AndCo Consulting | $28M |
Plans lost in 2024
Appeared last year under Arthur J Gallagher & Co; not this year.
| Sponsor | To | Assets |
|---|---|---|
INDEPENDENT COLLEGES OF INDIANA ASSOCIATION, INCIN · 310901001-333 | Millenium Advisory Services Inc | $449M |
MARGOLIS EDELSTEINPA · 232049922-001 | UBS Financial Services | $59M |
COMPOSITION ROOFERS LOCAL 42 PENSION PLANOH · 316127285-001 | Segal Select Insurance Services | $58M |
DIRECT AUCTION SERVICES, LLCTN · 264250602-001 | Avintus | $3M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRUSTEES OF UFCW UNIONS & EMPLOYERS MIDWEST PENSION FUNDIL · 366508328-001 | $1.9B | 33,742 | $0 | 1y | - |
ATH HOLDING COMPANY LLCIN · 113713086-002 | $1.2B | 22,757 | $551,947 | 1y | - |
BOARD OF TRUSTEES CEMENT MASONS' PENSION FUNDIL · 516034597-001 | $541M | 3,202 | $16,850 | 1y | - |
ATH HOLDING COMPANY LLCIN · 113713086-004 | $501M | 1,996 | $86,411 | 1y | - |
ACCE BENEFIT TRUSTVA · 546487038-001 | $465M | 5,374 | $36,461 | 5y | 2 |
BOARD OF TRUSTEES OF UNITED FOOD & COMMERCIAL WKRS LOCAL 1546 PENSIONIL · 516049165-001 | $204M | 12,152 | $6,240 | 1y | - |
WINN MANAGEMENT GROUP LLCMA · 042582550-001 | $158M | 5,299 | $16,013 | 5y | 2 |
JEWISH FEDERATION COUNCIL OF GREATER LOS ANGELESCA · 951643388-001 | $136M | 1,803 | $18,910 | 7y | - |
ZEECO, INC.OK · 731074490-001 | $135M | 1,023 | $45,000 | 9y | - |
MOUNT SAINT MARY'S UNIVERSITYCA · 951641455-001 | $124M | 1,123 | $15,632 | 1y | - |
Flag exposure
87.5%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 (32)
Raw Schedule C names collapsed into Arthur J Gallagher & Co.
- ALLIANT INSUANCE SERVICES INC.
- ALLIANT INSURANCE CONSULTING
- ALLIANT INSURANCE SERVIC
- ARTHER J GALLAGHER
- ARTHER J GALLAGHER RISK MANAGMENT
- ARTHUR J
- ARTHUR J GALLAGHER
- ARTHUR J GALLAGHER & CO
- ARTHUR J GALLAGHER & CO.
- ARTHUR J GALLAGHER INS. BROKERS
- ARTHUR J GALLAGHER RISH MGMT SVCS
- ARTHUR J GALLAGHER RISK MANAGEMENT
- ARTHUR J GALLAGHER RISK MGMT
- ARTHUR J GALLAGHER RISK MGMT SER
- ARTHUR J GALLAGHER RISK MGMT SERVI
- ARTHUR J GALLAGHER RISK MGMT SVCS
- ARTHUR J GALLAGHER RISK MGT SER
- ARTHUR J GALLAGHER RISK MGT SVS
- ARTHUR J. GALLAGHER
- ARTHUR J. GALLAGHER & CO
- ARTHUR J. GALLAGHER & CO.
- ARTHUR J. GALLAGHER CO.
- ARTHUR J. GALLAGHER INS. BROKERS
- ARTHUR J. GALLAGHER RISK MANAGEMENT
- ARTHUR J. GALLAGHER RISK MANG.
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 Arthur J Gallagher & Co'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 | 4.17% | 7.76% | -3.60 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 4 | 16.67% | 1.71% | +14.95 pp |
| Failed to provide benefit | 1 | 4.17% | 0.14% | +4.03 pp |
| Corrective distributions | 6 | 25.00% | 1.76% | +23.24 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 Arthur J Gallagher & Co. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Arthur J Gallagher & Co'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 |
|---|---|---|
| Adelman & Gettleman, LTD | 1 | 4.2% |
| Allota Farley Co., LPA | 1 | 4.2% |
| Asher Gittler & D'Alba Ltd | 1 | 4.2% |
| Carlsmith Ball LLP | 1 | 4.2% |
| Char, Sakamoto, Ishii, Lum & Ching | 1 | 4.2% |
| Groom Law Group, Chartered | 1 | 4.2% |
| Johnson & Krol LLC | 1 | 4.2% |
| The Karmel Law Firm | 1 | 4.2% |
| Laner Muchin Ltd. | 1 | 4.2% |
| LEDBETTER, PARISI & SOLLARS, LLC | 1 | 4.2% |