Health Management Systems, Inc.
other5 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4-2 YoYRank #2755 of mapped providers
Assets under administration$5.8B0.0%Market share · rank #1762
Fees received$356,477Median $33,772/planSum across Schedule C direct + indirect
Net wins YoY-10 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 Health Management Systems, Inc. plan look like?
Service mix · median fees per plan
Count of plans where Health Management Systems, Inc. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Consulting (pension)Code 17 | 4 | $33,772 |
Competitor overlap
Percent of Health Management Systems, 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 Health Management Systems, Inc..
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under Health Management Systems, Inc.; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES OF 1199SEIU HEALTH CARE EMPLOYEES PENSION FUNDNY · 133604862-001 | UpToDate, Inc. | $16.2B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES OF THE BUILDING SERVICE 32BJ PENSION FUNDNY · 131879376-001 | $4.6B | 121,234 | $281,429 | 4y | - |
BOARD OF TRUSTEES OF THE 32BJ SCHOOL WORKERS PENSION FUNDNY · 131957585-001 | $625M | 15,019 | $30,019 | 3y | - |
BOARD OF TRUSTEES 32BJ NORTH PENSION FUNDNY · 131819138-001 | $529M | 15,472 | $37,524 | 2y | - |
BD OF TRUSTEES 32BJ CONNECTICUT PENSION FUNDNY · 060909320-001 | $84M | 3,634 | $7,505 | 2y | - |
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 (5)
Raw Schedule C names collapsed into Health Management Systems, Inc..
- HEALTH CARE MANAGEMENT SYSTEMS INC
- HEALTH MANAGEMENT SYSTEMS
- HEALTH MANAGEMENT SYSTEMS INC
- HEALTH MANAGEMENT SYSTEMS, INC
- HEALTH MANAGEMENT SYSTEMS, 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 Health Management Systems, 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 | 0 | 0.00% | 1.71% | -1.71 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 Health Management Systems, 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 Health Management Systems, 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 |
|---|---|---|
| The Segal Company | 4 | 100.0% |
| Altrinsic Global Advisors | 2 | 50.0% |
| Gallagher Fiduciary Advisors | 2 | 50.0% |
| Meketa Investment Group | 2 | 50.0% |
| Albion Consulting Group | 1 | 25.0% |
| Boston Partners Global Investors | 1 | 25.0% |
| The Burgiss Group LLC | 1 | 25.0% |
| Champlain Investment Partners, LLC | 1 | 25.0% |
| Constitution Capital | 1 | 25.0% |
| Crow Holdings Capital | 1 | 25.0% |