Cheiron
other13 known aliases resolved via the canonical alias map
Market position · 2024
Plans served101+4 YoYRank #199 of mapped providers
Assets under administration$80.6B0.1%Market share · rank #182
Fees received$14MMedian $98,226/planSum across Schedule C direct + indirect
Net wins YoY+610 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 Cheiron plan look like?
Service mix · median fees per plan
Count of plans where Cheiron ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Consulting (pension); ActuarialCode 11 | 95 | $97,899 | |
Direct payment from the planCode 50 | 3 | $227,646 | |
Direct payment from the plan; Consulting (general)Code 16 | 1 | $35,181 | |
Direct payment from the plan; Consulting (pension)Code 17 | 1 | $114,969 | |
Investment management; Direct payment from the planCode 28 | 1 | $355,449 |
Competitor overlap
Percent of Cheiron'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 Cheiron.
| Sponsor | From | Assets |
|---|---|---|
JOINT BOARD OF TRUSTEES WESTERN STATES CARPENTERS PENSION PLANCA · 956042875-001 | Turner, Stoeve & Gagliardi, P.S. | $11.3B |
STACY L. VILAORI · 050499357-001 | (new plan) | $122M |
BOARD OF TRUSTEES OF UNITED PLANT PRODUCTION WORKERS L175 PENSION FDNY · 203143185-001 | MICHELE ZUNNO | $101M |
BOARD OF TRUSTEES OF UNITED PLANT PRODUCTION WORKERS L175 ANNUITY FDNY · 203143138-050 | ANNA MOTTOLA | $34M |
LOCAL NO. 171 PENSION PLANNJ · 376155648-001 | Baratz & Associates, P.A. | $2M |
BOARD OF TRUSTEES UFCW LOCAL 2013 PENSION FUNDNY · 131975910-001 | Schultheis & Panettieri LLP | $485,634 |
BOARD OF TRUSTEES UFCW-GIANT EXCESS SUPPLEMENTAL BENEFIT FYBDMD · 862133718-001 | Calibre CPA Group PLLC | $92,153 |
Plans lost in 2024
Appeared last year under Cheiron; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUNDDC · 516031295-002 | Capital Bank & Trust Company | $14.3B |
BOARD OF TRUSTEES MICHIGAN LABORERS' PENSION FUNDMI · 386233976-001 | Welfare & Pension Admin Service Inc. | $1.1B |
TRUSTEES UFCW LOCAL 1262 NF INDUSTRY PENNJ · 226181292-002 | Slevin & Hart PC | $322,633 |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
JOINT BOARD OF TRUSTEES WESTERN STATES CARPENTERS PENSION PLANCA · 956042875-001 | $11.3B | 139,574 | $882,223 | 8y | - |
B/O/T UNITED ASSOCIATION NATIONAL PENSION FUNDVA · 526152779-001 | $7.7B | 196,837 | $280,785 | 10y | - |
STEELWORKERS PENSION TRUSTPA · 236648508-499 | $7.2B | 123,674 | $228,018 | 9y | - |
BOARD OF TRUSTEES, WESTERN UNITE HERE AND EMPLOYERSCA · 934160766-001 | $3.7B | 154,012 | $55,020 | 1y | - |
BUILDING TRADES UNITED PENSION TRUST FUNDWI · 516049409-001 | $3.5B | 28,408 | $51,987 | 6y | - |
TRUSTEES OF CARPENTERS BENEFIT PLANS OF ST. LOUISMO · 431622970-001 | $3.4B | 27,598 | $98,398 | 5y | - |
INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS' PENSION BENEFIT FUNDDC · 530088380-001 | $2.8B | 603,067 | $81,220 | 10y | - |
BD OF TRUSTEES, LABORERS DIST COUNCIL & CONSTRS PENSION FUNDOH · 316129964-001 | $2.7B | 30,539 | $127,247 | 6y | - |
BOARD OF TRUSTEES, SOUND RETIREMENT TRUSTWA · 916069306-001 | $2.6B | 116,515 | $424,272 | 9y | - |
BOT OF IUOE STATIONARY ENGINEERS LOCAL 39 PENSION PLANCA · 946118939-001 | $2.0B | 10,962 | $166,104 | 10y | - |
Flag exposure
97.0%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 (13)
Raw Schedule C names collapsed into Cheiron.
- BENEFIT ADMINISTRATION OF MI
- BENEFIT ADMINISTRATIVE CORPORATION
- BENEFIT ADMINISTRATORS OF DELAWARE
- BENEFIT ADMINSITRATION, INC.
- CHEIRON
- CHEIRON , INC.
- CHEIRON INC
- CHEIRON INC.
- CHEIRON, INC
- CHEIRON, INC.
- CHEIRON,INC.
- CHERION
- CHERION, 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 Cheiron'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 | 0.99% | 7.76% | -6.77 pp |
| Fidelity bond gap | 2 | 1.98% | 26.94% | -24.96 pp |
| Late contributions | 1 | 0.99% | 1.71% | -0.72 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 | 1 | 0.99% | 0.00% | +0.99 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Cheiron. 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 Cheiron'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 |
|---|---|---|
| Segal Marco Advisors | 17 | 16.8% |
| ASB Capital Management | 14 | 13.9% |
| Loomis Sayles | 14 | 13.9% |
| ULLICO Inc | 14 | 13.9% |
| Investment Performance Services LLC | 13 | 12.9% |
| American Realty Advisors | 12 | 11.9% |
| Inter-Continental Real Estate Corp | 12 | 11.9% |
| Chartwell Investment Partners | 11 | 10.9% |
| Marquette Associates | 11 | 10.9% |
| Hamilton Lane | 10 | 9.9% |
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).