EIG Global Energy Partners
advisor8 known aliases resolved via the canonical alias map
Market position · 2024
Plans served7-2 YoYRank #2127 of mapped providers
Assets under administration$62.8B0.1%Market share · rank #251
Fees received$3MMedian $43,930/planSum across Schedule C direct + indirect
Net wins YoY-20 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 EIG Global Energy Partners plan look like?
Service mix · median fees per plan
Count of plans where EIG Global Energy Partners ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other investment fees and expenses; Investment management fees paid directly by plan; Investment managementCode 28 | 4 | $86,465 | |
Investment advisory (plan)Code 27 | 2 | $0 | |
Investment management fees paid indirectly by planCode 52 | 1 | $2,725,755 |
Competitor overlap
Percent of EIG Global Energy Partners'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 EIG Global Energy Partners.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under EIG Global Energy Partners; not this year.
| Sponsor | To | Assets |
|---|---|---|
CARGILL MEAT SOLUTIONS CORPORATIONKS · 751449430-001 | Quantum Energy Partners | $131M |
BWI COMPANIES, INC.TX · 751789544-002 | FORVIS Mazars | $64M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEESWA · 916145047-001 | $56.4B | 639,222 | $3M | 9y | - |
INTERMOUNTAIN HEALTH CARE, INC.UT · 870269232-001 | $3.4B | 40,022 | $129,000 | 9y | - |
CARGILL, INCORPORATEDMN · 410177680-001 | $2.0B | 16,751 | $165,639 | 9y | - |
CARGILL, INCORPORATEDMN · 410177680-004 | $598M | 13,465 | $8,990 | 9y | - |
CARGILL, INCORPORATEDMN · 410177680-003 | $396M | 0 | $43,930 | 9y | 1 |
APPALACHIAN AGENCY FOR SENIOR CITIZENSVA · 540990533-001 | $5M | 254 | $0 | 5y | 1 |
BLUESTONE HEALTH ASSOCIATION, INC.WV · 310899730-001 | $5M | 193 | $0 | 4y | 2 |
Flag exposure
100.0%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 (8)
Raw Schedule C names collapsed into EIG Global Energy Partners.
- BWI COMPANIES INC
- BWS ADVISORS LLC
- BWTP
- EIG
- EIG GLOBAL (COGEN)
- EIG GLOBAL ENERGY PARTNERS
- EIG MANAGEMENT COMPANY LLC
- EIG MANAGEMENT COMPANY, LLC
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 EIG Global Energy Partners'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 | 14.29% | 7.76% | +6.52 pp |
| Fidelity bond gap | 2 | 28.57% | 26.94% | +1.63 pp |
| Late contributions | 1 | 14.29% | 1.71% | +12.57 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 EIG Global Energy Partners. 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 EIG Global Energy Partners'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 |
|---|---|---|
| Barlow Coughran Morales & Josephson | 1 | 14.3% |
| Stoel Rives LLP | 1 | 14.3% |
| Trucker Huss | 1 | 14.3% |