Benefit Plan Admin Services LLC
advisor26 known aliases resolved via the canonical alias map
Market position · 2024
Plans served43+6 YoYRank #443 of mapped providers
Assets under administration$17.4B0.0%Market share · rank #785
Fees received$2MMedian $36,416/planSum across Schedule C direct + indirect
Net wins YoY+57 won · 2 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 Benefit Plan Admin Services LLC plan look like?
Service mix · median fees per plan
Count of plans where Benefit Plan Admin Services LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Trustee (directed); Recordkeeping and information management (computing, tabulating, data processing, etc.); Trustee (bank, trust company, or similar financial institution); Custodial (other than securities)Code 15 | 23 | $39,845 | |
Participant loan processing; Participant communication; Consulting (pension)Code 17 | 9 | $51,901 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Account maintenance fees; Participant loan processing; Claims processingCode 12 | 3 | $11,928 | |
Participant loan processing; Account maintenance fees; Contract Administrator; Consulting (pension)Code 13 | 3 | $38,487 | |
Direct payment from the plan; Participant communication; Custodial (securities); Participant loan processing; Account maintenance fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (pension); Trustee (bank, trust company, or similar financial institution); Plan Administrator; Investment management fees paid indirectly by plan; Investment management fees paid directly by plan; Recordkeeping feesCode 14 | 1 | $34,884 | |
Consulting (general)Code 16 | 1 | $14,000 | |
Distribution (12b-1) fees; Trustee (bank, trust company, or similar financial institution)Code 21 | 1 | $19,891 | |
Copying and duplicatingCode 36 | 1 | $9,106 |
Competitor overlap
Percent of Benefit Plan Admin Services LLC'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 Benefit Plan Admin Services LLC.
| Sponsor | From | Assets |
|---|---|---|
THE PRUDENTIAL INSURANCE COMPANY OF AMERICANJ · 221211670-003 | WTW | $12.0B |
BOARD OF TRUSTEES,CONSTRUCTION LABORERS PENSION TRUST FOR SOUTHERN CALCA · 436159056-001 | Eagle Capital Management LLC | $3.7B |
SAN DIEGO ELECTRICAL PENSION TRUSTCA · 956101801-001 | PMG Advisors | $512M |
CSO ARCHITECTS, INC.IN · 351099003-001 | (new plan) | $20M |
ACCESS SERVICES, INC.PA · 232003056-001 | Benefit Plans Administrative Services Inc. | $14M |
BLACK RIVER SYSTEMS COMPANY, INC.NY · 161515846-001 | (new plan) | $13M |
CATTARAUGUS COMMUNITY ACTION, INC.NY · 160910303-001 | Benefit Plans Administrative Services Inc. | $2M |
Plans lost in 2024
Appeared last year under Benefit Plan Admin Services LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
INTL ASSOC OF HEAT AND FROST INS. & ASB. WKRS 75IN · 352150963-001 | 1834 Investment Advisors | $12M |
SHAMROCK HOME LOANS, INC.RI · 050447801-001 | (new plan) | $6M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
THE PRUDENTIAL INSURANCE COMPANY OF AMERICANJ · 221211670-003 | $12.0B | 44,305 | $34,733 | 1y | - |
BOARD OF TRUSTEES,CONSTRUCTION LABORERS PENSION TRUST FOR SOUTHERN CALCA · 436159056-001 | $3.7B | 42,443 | $14,000 | 1y | - |
SAN DIEGO ELECTRICAL PENSION TRUSTCA · 956101801-001 | $512M | 7,022 | $9,106 | 1y | - |
PLUMBERS AND PIPEFITTERS ANNUITY FUND LOCAL NO. 520MI · 236489357-003 | $220M | 1,712 | $117,875 | 9y | - |
KIDZ MEDICAL SERVICES, INC.FL · 650829983-001 | $91M | 435 | $29,585 | 3y | - |
THE L.S. STARRETT COMPANYMA · 041866480-001 | $85M | 1,285 | $16,850 | 1y | - |
BAKER BOYER BANCORPWA · 911334541-002 | $78M | 360 | $54,267 | 8y | - |
SCHLUTER SYSTEMS L.P.NY · 141772376-001 | $70M | 1,265 | $173,139 | 6y | - |
NEW ENGLAND BAKERY DRIVERS AND ITS MEMBER LOCAL UNIONSNH · 222930352-001 | $67M | 8,191 | $34,255 | 5y | 1 |
EMBURSE, INC.TX · 833238905-001 | $48M | 691 | $105,122 | 3y | 1 |
Flag exposure
88.4%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 (26)
Raw Schedule C names collapsed into Benefit Plan Admin Services LLC.
- ANTONIO MAALIKI
- ANTONIO PETILLO
- ANTWAN COLEMAN
- ANUVU OPERATIONS LLC
- ANVIL ADVISORS
- ANY BUDGET
- ANYBILL FINANCIAL SERVICES
- AOH HEWITT
- BENEFIT ADMIN PLAN SERVICES
- BENEFIT PLAN ADMIN SERIVES, INC.
- BENEFIT PLAN ADMIN SERIVES, INV.
- BENEFIT PLAN ADMIN SERVICE
- BENEFIT PLAN ADMIN SERVICE INC
- BENEFIT PLAN ADMIN SERVICE LLC
- BENEFIT PLAN ADMIN SERVICE, INC.
- BENEFIT PLAN ADMIN SERVICES
- BENEFIT PLAN ADMIN SERVICES INC.
- BENEFIT PLAN ADMIN SERVICES LLC
- BENEFIT PLAN ADMIN SERVICES, INC
- BENEFIT PLAN ADMIN SERVICES, INC.
- BENEFIT PLAN ADMIN SERVICES,INC.
- BENEFIT PLAN ADMINISTRATION SERVICE
- BENEFIT PLAN ADMINISTRATIVE SERVICE
- BENEFIT PLAN ADMINISTRATIVE SVCS
- BENEFIT PLAN ADMINISTRATIVESRVCSINC
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 Benefit Plan Admin Services LLC'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 | 4.65% | 7.76% | -3.11 pp |
| Fidelity bond gap | 3 | 6.98% | 26.94% | -19.96 pp |
| Late contributions | 10 | 23.26% | 1.71% | +21.54 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 3 | 6.98% | 1.76% | +5.22 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 Benefit Plan Admin Services LLC. 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 Benefit Plan Admin Services LLC'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 |
|---|---|---|
| Cox, Castle & Nicholson LLP | 1 | 2.3% |
| Fischer Dorwart PC | 1 | 2.3% |
| Kang Haggerty & Fetbroyt LLC | 1 | 2.3% |
| Laquer Urban Clifford & Hodge LLP | 1 | 2.3% |
| O'Donoghue & O'Donoghue LLP | 1 | 2.3% |
| Reich Adell & Cvitan | 1 | 2.3% |
| Schonbuch Hallissy, LLP | 1 | 2.3% |
| Schulte Roth & Zabel LLP | 1 | 2.3% |
| Sidley Austin LLP | 1 | 2.3% |
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).