Horizon Actuarial Services LLC
other25 known aliases resolved via the canonical alias map
Market position · 2024
Plans served101-3 YoYRank #206 of mapped providers
Assets under administration$136.3B0.1%Market share · rank #104
Fees received$16MMedian $93,679/planSum across Schedule C direct + indirect
Net wins YoY-34 won · 7 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 Horizon Actuarial Services LLC plan look like?
Service mix · median fees per plan
Count of plans where Horizon Actuarial Services LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Sales loads (front end and deferred); ActuarialCode 11 | 96 | $96,799 | |
Direct payment from the plan; Consulting (pension)Code 17 | 2 | $340,313 | |
Direct payment from the plan; Investment advisory (participants)Code 26 | 1 | $22,549 | |
Direct payment from the plan; Investment advisory (plan)Code 27 | 1 | $67,263 | |
Direct payment from the planCode 50 | 1 | $251,576 |
Competitor overlap
Percent of Horizon Actuarial Services LLC'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 Horizon Actuarial Services LLC.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES OF NYCDCC PENSION FUNDNY · 510174276-001 | NB Dyal Advisors LLC | $5.1B |
MASSACHUSETTS BRICKLAYERS & MASONS ANNUITY FUNDMA · 046375393-001 | C. RASO II | $263M |
BPS LOCAL 91 PENSION FUNDAL · 630437949-001 | New Tower Trust Company | $31M |
Plans lost in 2024
Appeared last year under Horizon Actuarial Services LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
JOINT BOARD OF TRUSTEES TEAMSTERS LOCAL 639 - EMPLOYERS PENSION TRUSTDC · 530237142-001 | F/M Investments, LLC | $1.6B |
BOARD OF TRUSTEES OF PENSION FUND PRIVATE SANITATION UNION LOCAL 813 INY · 131975659-001 | ANDREW ANDERSON | $169M |
I.B.E.W. LOCAL 540 PENSION FUNDOH · 346701444-001 | Morgan Stanley | $111M |
INT'L ASSOC OF HEAT & FROST INS & ASBESTOS WORKERS LOCAL UNION 60FL · 596145377-001 | (new plan) | $40M |
IBEW LOCAL UNION 64 PENSION PLAN JOINT BOARD OF TRADESOH · 346654696-002 | Mariner Institutional | $38M |
BOARD OF TRUSTEES, TEXTILE PROCESSORS SERVICE TRADES HEALTH CAREOH · 346605342-001 | ALICIA SEPULVEDA | $146,475 |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERSDC · 366052390-001 | $27.4B | 233,478 | $381,077 | 10y | - |
TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUNDMD · 530181657-001 | $20.4B | 693,723 | $174,402 | 9y | - |
BOARD OF TRUSTEES, SO CA UFCW UNIONS & FOOD EMPLOYERSCA · 951939092-001 | $6.5B | 199,927 | $859,757 | 7y | - |
BOARD OF TRUSTEES-NEW YORK STATE NURSES ASSOCIATION PENSION PLANNY · 136604799-001 | $5.9B | 46,491 | $241,373 | 8y | - |
BD OF TRUSTEES UFCW CONSOLIDATED PENSION FUNDGA · 586101602-001 | $5.6B | 347,574 | $779,004 | 9y | - |
BOARD OF TRUSTEES OF NYCDCC PENSION FUNDNY · 510174276-001 | $5.4B | 30,149 | $220,265 | 2y | - |
BOARD OF TRUSTEES, PENSION TRUST FUND FOR OPERATINGCA · 946090764-001 | $5.4B | 45,574 | $381,642 | 10y | - |
BOARD OF TRUSTEES SCREEN ACTORS GUILD - PRODUCERSCA · 952110997-001 | $5.3B | 67,988 | $289,844 | 10y | - |
PENSION COMMITTEE OF MLB PLAYERS BENEFIT PLANMD · 510185287-001 | $4.8B | 10,051 | $282,945 | 9y | - |
BOARD OF TRUSTEES,CONSTRUCTION LABORERS PENSION TRUST FOR SOUTHERN CALCA · 436159056-001 | $3.7B | 42,443 | $252,496 | 10y | - |
Flag exposure
98.0%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 (25)
Raw Schedule C names collapsed into Horizon Actuarial Services LLC.
- CRANBROOK WEALTH MANAGEMENT
- CRANE, SIMON, CLAR & DAN
- CRATIVE RETIREMENT SYSTEMS
- CRAWFORD ASSET MANAGEMENT
- CRAWFORD ASSET MANAGEMENT LLC
- HORIZAON ACTUARIAL SERVICES, LLC
- HORIZION ACTURIAL SERVICES, LLC
- HORIZON
- HORIZON ACRUARIAL SERVICES LLC
- HORIZON ACTUARIAL
- HORIZON ACTUARIAL CONSULTANTS
- HORIZON ACTUARIAL LLC
- HORIZON ACTUARIAL SERVICE
- HORIZON ACTUARIAL SERVICE, LLC
- HORIZON ACTUARIAL SERVICES
- HORIZON ACTUARIAL SERVICES LLC
- HORIZON ACTUARIAL SERVICES LLC.
- HORIZON ACTUARIAL SERVICES, INC
- HORIZON ACTUARIAL SERVICES, INC.
- HORIZON ACTUARIAL SERVICES, LLC
- HORIZON ACTUARIAL SERVICES, LLC.
- HORIZON ACTURIAL SERVICES LLC
- HORIZON ACTURIAL SERVICES, LLC
- HORIZON INC.
- THE CRANE AGENCY
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 Horizon Actuarial Services LLC'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 | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 2 | 1.98% | 1.71% | +0.27 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 0.99% | 1.76% | -0.77 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 Horizon Actuarial Services LLC. 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 Horizon Actuarial Services LLC'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 |
|---|---|---|
| ULLICO Inc | 18 | 17.8% |
| Loomis Sayles | 15 | 14.8% |
| Hamilton Lane | 14 | 13.9% |
| Segal Marco Advisors | 12 | 11.9% |
| LSV Asset Management | 11 | 10.9% |
| Lazard Asset Management LLC | 10 | 9.9% |
| Meketa Investment Group | 10 | 9.9% |
| ASB Capital Management | 9 | 8.9% |
| Chartwell Investment Partners | 9 | 8.9% |
| National Investment Services | 9 | 8.9% |
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).