AXA Equitable Life Insurance Company
recordkeeper32 known aliases resolved via the canonical alias map
Market position · 2024
Plans served55-17 YoYRank #347 of mapped providers
Assets under administration$10.0B0.1%Market share · rank #304
Fees received$960,605Median $1,553/planSum across Schedule C direct + indirect
Net wins YoY-151 won · 16 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 AXA Equitable Life Insurance Company plan look like?
Service mix · median fees per plan
Count of plans where AXA Equitable Life Insurance Company ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Trustee (directed); Distribution (12b-1) fees; Shareholder servicing fees; Other insurance wrap fees; Investment management; Product termination fees (surrender charges, etc.); Float revenue; Participant loan processing; Sub-transfer agency feesCode 25 | 30 | $653 | |
Trustee (directed); Distribution (12b-1) fees; Shareholder servicing fees; Other insurance wrap fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Investment management; Float revenue; Participant loan processing; Sub-transfer agency feesCode 15 | 13 | $36,992 | |
Direct payment from the plan; Contract AdministratorCode 13 | 3 | $27,052 | |
Insurance mortality and expense chargeCode 66 | 3 | $0 | |
Investment management fees paid directly by plan; Investment management; Direct payment from the planCode 28 | 2 | $90,828 | |
Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Account maintenance feesCode 12 | 1 | $61,900 | |
Insurance agents and brokers; Direct payment from the planCode 22 | 1 | $31,789 | |
Insurance servicesCode 23 | 1 | $15,166 |
Competitor overlap
Percent of AXA Equitable Life Insurance Company'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 AXA Equitable Life Insurance Company.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under AXA Equitable Life Insurance Company; not this year.
| Sponsor | To | Assets |
|---|---|---|
SHELL USA, INC.TX · 131299890-001 | Prudential | $15.1B |
THE GOVERNING BOARD OF THE PENNSYLVANIA ASSOCIATION OFPA · 843430131-333 | AMS Consulting Raymond James | $413M |
BENJAMIN MOORE & CO.NJ · 135256230-001 | EQUITABLE | $256M |
AMERICAN SUGAR REFINING, INC.NY · 133366163-021 | Weaver & Tidwell LLP | $203M |
BELOIT HEALTH SYSTEM, INC.WI · 391028081-002 | Fidelity Investments | $106M |
MARGARET MARY COMMUNITY HOSPITALIN · 356067049-004 | Empower | $39M |
PRODUCTS (SE) PIPE LINE CORPORATIONGA · 580388035-002 | TELUS HEALTH | $21M |
UNITED STATES METAL POWDERS, INCPA · 221610152-009 | (new plan) | $6M |
SETAI HOTEL ACQUISITION, LLCLA · 371775409-001 | EQUITABLE | $6M |
AWI USA LLCNY · 320033888-001 | (new plan) | $2M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
THE BANK OF NEW YORK MELLONPA · 135160382-001 | $5.2B | 54,048 | $176,473 | 10y | - |
HACKENSACK MERIDIAN HEALTHNJ · 223474145-016 | $1.8B | 24,634 | $5,183 | 5y | - |
COLGATE-PALMOLIVE COMPANYNY · 131815595-001 | $1.3B | 8,715 | $61,900 | 9y | - |
SELECTIVE INSURANCE COMPANY OF AMERICANJ · 221272390-003 | $333M | 2,729 | $27,052 | 9y | - |
DRUMMOND COMPANY, INC.AL · 630653224-001 | $222M | 1,132 | $15,166 | 10y | - |
NIAGARA UNIVERSITYNY · 160755807-001 | $181M | 1,071 | $283 | 9y | - |
PASADENA HOSPITAL ASSOCIATION, LTDCA · 951644036-001 | $119M | 2,320 | $31,789 | 10y | - |
LOCAL INITIATIVES SUPPORT CORP.NY · 133030229-002 | $81M | 846 | $9,399 | 10y | - |
LOCAL INITIATIVES SUPPORT CORPORATIONNY · 133030229-001 | $78M | 850 | $4,682 | 10y | - |
TRIANGLE CHEMICAL COMPANYGA · 580531579-001 | $56M | 314 | $0 | 2y | - |
Flag exposure
81.8%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 AXA Equitable Life Insurance Company.
- AMERICAN DATA CENTRE, INC.
- AMERICAN DEPOSITORY RECEIPT
- AMERICAN ECONOMIC PLANNING
- AMERICAN ECONOMIC PLANNING GROUP
- AMERICAN ECONOMIC PLANNING GROUP IN
- AMERICAN ECONOMIC PLANNING GRP
- AMERICAN ENTERPRISE INV SERVICES
- AMERICAN ENTERPRISE INVESTMENT SERV
- AXA EQTBLE LIFE INSURANCE COMPANY
- AXA EQUITABL;E LIFE INSURANCE CO
- AXA EQUITABLE
- AXA EQUITABLE INSURANCE CARRIER
- AXA EQUITABLE INSURANCE CO
- AXA EQUITABLE INSURANCE CO.
- AXA EQUITABLE INSURANCE COMPANY
- AXA EQUITABLE LFE INSURANCE CO
- AXA EQUITABLE LIDE INSURANCE CO
- AXA EQUITABLE LIFE INS CO
- AXA EQUITABLE LIFE INS CO.
- AXA EQUITABLE LIFE INS COMPANY
- AXA EQUITABLE LIFE INS. CO.
- AXA EQUITABLE LIFE INS. COMPANY
- AXA EQUITABLE LIFE INSURANC
- AXA EQUITABLE LIFE INSURANCE
- AXA EQUITABLE LIFE INSURANCE CARRIE
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 AXA Equitable Life Insurance Company'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 | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 3 | 5.45% | 26.94% | -21.49 pp |
| Late contributions | 10 | 18.18% | 1.71% | +16.47 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 8 | 14.55% | 1.76% | +12.79 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 AXA Equitable Life Insurance Company. 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 AXA Equitable Life Insurance Company'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 |
|---|---|---|
| Aon | 2 | 3.6% |
| Wilshire Associates | 2 | 3.6% |
| WTW | 2 | 3.6% |
| Alliant Retirement Services | 1 | 1.8% |
| Baillie Gifford | 1 | 1.8% |
| Buck Global LLC | 1 | 1.8% |
| Cambridge Associates | 1 | 1.8% |
| Champlain Investment Partners, LLC | 1 | 1.8% |
| Clearwater Analytics | 1 | 1.8% |
| Dodge & Cox | 1 | 1.8% |