Benefits Management, Inc.
advisor15 known aliases resolved via the canonical alias map
Market position · 2024
Plans served22+1 YoYRank #785 of mapped providers
Assets under administration$2.9B0.0%Market share · rank #2564
Fees received$2MMedian $54,006/planSum across Schedule C direct + indirect
Net wins YoY+13 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 Benefits Management, Inc. plan look like?
Service mix · median fees per plan
Count of plans where Benefits Management, Inc. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Plan Administrator; Contract AdministratorCode 13 | 14 | $57,563 | |
Plan AdministratorCode 14 | 6 | $40,200 | |
Claims processingCode 12 | 2 | $50,331 |
Competitor overlap
Percent of Benefits Management, 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 Benefits Management, Inc..
| Sponsor | From | Assets |
|---|---|---|
TRUSTEES OF PLUMBERS & PIPEFITTERS LOCAL 172 PENSION FUNDIL · 356212986-001 | TIC International Corporation | $141M |
PAINTERS UNION LOCAL #1052 PENSION TRUST FUND TRUSTEESIL · 386082383-001 | Third Party Administrators, Inc. | $34M |
DYNALEC CORPORATIONNY · 160843235-001 | Wealth Enhancement Group | $29M |
Plans lost in 2024
Appeared last year under Benefits Management, Inc.; not this year.
| Sponsor | To | Assets |
|---|---|---|
GASTROENTEROLOGY GROUP OF ROCHESTER LLPNY · 161563898-001 | Ascend Advisory | $14M |
ABVI-GOODWILLNY · 160743906-001 | (new plan) | $1,226 |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
IRONWORKERS NATIONAL PENSION PLAN BOARD OF TRUSTEESIL · 526122274-001 | $503M | 13,533 | $619,825 | 9y | - |
BOARD OF TRUSTEES, INTERNATIONAL ASSOCIATION PENSION PLANIL · 526128563-002 | $401M | 2,450 | $294,999 | 8y | - |
BOARD OF TRUSTEES-LOCAL 63 DEFINED CONTRIBUTION PENSION FUNDIL · 363519910-001 | $338M | 2,159 | $82,150 | 10y | - |
THE BOARD OF TRUSTEES OF THE UNION INDIVIDUAL ACCOUNT RETIREMENT FUNDWI · 391318667-002 | $309M | 4,139 | $161,448 | 9y | 1 |
BOARD OF TRUSTEES OF THE ROCKFORD PIPE TRADES INDUSTRY PENSION FUNDIL · 376123990-001 | $229M | 1,029 | $48,267 | 10y | - |
GLAZIERS UNION LOCAL NO. 27 PENSION & RETIREMENT PLAN TRUSTEESIL · 366034076-001 | $196M | 998 | $66,864 | 3y | - |
BD OF TRUSTEES STAGEHANDS LOCALIL · 366099766-001 | $157M | 1,688 | $96,000 | 2y | - |
TRUSTEES OF PLUMBERS & PIPEFITTERS LOCAL 172 PENSION FUNDIL · 356212986-001 | $156M | 1,068 | $66,936 | 2y | - |
BOARD OF TRUSTEES - STAGEHANDS LOCAL TWOIL · 363248809-003 | $105M | 2,234 | $36,000 | 2y | - |
TRSTEES MACH MVRS,RIGGERS&MACH EREC LOCAL 136 SUPPLEMENTAL RETIRE. PLAIL · 361416355-001 | $68M | 370 | $84,000 | 10y | - |
Flag exposure
77.3%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 (15)
Raw Schedule C names collapsed into Benefits Management, Inc..
- AON HEWITT - TRUST INVESTMENTS
- AON HEWITT INVT CONSULTING INC
- AON HEWITT INVT CONSULTING,INC
- AON HEWITT INVT. CONSULTING, INC.
- AON HEWITT TRUST GROUP
- AON HEWTITT
- BENEFITS MANAGEMENT CO
- BENEFITS MANAGEMENT GROUP
- BENEFITS MANAGEMENT GROUP INC
- BENEFITS MANAGEMENT GROUP INC.
- BENEFITS MANAGEMENT GROUP, INC
- BENEFITS MANAGEMENT GROUP, INC.
- BENEFITS MANAGEMENT INC
- BENEFITS MANAGEMENT INC.
- BENEFITS MANAGEMENT, 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 Benefits Management, 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 | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 3 | 13.64% | 1.71% | +11.92 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 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 Benefits Management, Inc.. 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 Benefits Management, 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 |
|---|---|---|
| Johnson & Krol LLC | 5 | 22.7% |
| Jacob, Burns, Orlove & Hernandez | 2 | 9.1% |
| Marco, McGuire & Arreola | 2 | 9.1% |
| ROUSE FRETS GENTILE & RHODES LLC | 2 | 9.1% |
| Vedder Price | 2 | 9.1% |
| Arnold & Kadjan LLP | 1 | 4.5% |
| Cavanagh & O'Hara LLP | 1 | 4.5% |
| FOX ROTHSCHILD LLP | 1 | 4.5% |
| Hinshaw & Culbertson LLP | 1 | 4.5% |
| Kutak Rock LLP | 1 | 4.5% |
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).