Express Scripts
advisor7 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4Rank #3379 of mapped providers
Assets under administration$17.4B0.0%Market share · rank #780
Fees received$1MMedian $137,452/planSum across Schedule C direct + indirect
Net wins YoY+01 won · 1 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 Express Scripts plan look like?
Service mix · median fees per plan
Count of plans where Express Scripts ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Claims processing; Plan AdministratorCode 12 | 2 | $514,968 | |
Accounting (including auditing)Code 10 | 1 | $18,000 | |
Investment managementCode 28 | 1 | $221,235 |
Competitor overlap
Percent of Express Scripts'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 Express Scripts.
| Sponsor | From | Assets |
|---|---|---|
BLUUM USA, INC.AZ · 860716114-001 | CBIZ | $24M |
Plans lost in 2024
Appeared last year under Express Scripts; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOLGER LLCMN · 262884864-004 | LB Carlson LLP | $22M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
ABBOTT LABORATORIESIL · 360698440-333 | $8.6B | 30,365 | $976,266 | 10y | - |
WELLS FARGO & COMPANYMN · 410449260-001 | $8.3B | 165,927 | $53,669 | 6y | - |
NORTON ROSE FULBRIGHT US LLPTX · 741201087-003 | $498M | 1,832 | $221,235 | 6y | - |
BLUUM USA, INC.AZ · 860716114-001 | $24M | 523 | $18,000 | 1y | 1 |
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 (7)
Raw Schedule C names collapsed into Express Scripts.
- CARLSON ADVISORS, LLC
- CARLSON ADVISORS, LLP
- CARLSON CAPITAL - BLACK DIAMOND PTN
- EXPRESS SCRIPTS
- EXPRESS SCRIPTS, INC
- EXPRESS SCRIPTS, INC.
- MEDCO EXPRESS SCRIPTS
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 Express Scripts'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 | 1 | 25.00% | 1.71% | +23.29 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 Express Scripts. 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 Express Scripts'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 |
|---|---|---|
| Crowe | 2 | 50.0% |
| EY | 1 | 25.0% |