INSIGHT NORTH AMERICA
advisor6 known aliases resolved via the canonical alias map
Market position · 2024
Plans served23Rank #726 of mapped providers
Assets under administration$112.1B0.1%Market share · rank #116
Fees received$9MMedian $149,730/planSum across Schedule C direct + indirect
Net wins YoY+12 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 INSIGHT NORTH AMERICA plan look like?
Service mix · median fees per plan
Count of plans where INSIGHT NORTH AMERICA ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid directly by planCode 28 | 20 | $145,920 | |
Investment advisory (plan)Code 27 | 1 | $625,009 | |
Employee (plan); Direct payment from the planCode 30 | 1 | $211,644 | |
Investment management fees paid directly by planCode 51 | 1 | $4,233,791 |
Competitor overlap
Percent of INSIGHT NORTH AMERICA'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 INSIGHT NORTH AMERICA.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES LOCAL 580 ANNUITY FUNDNY · 136178512-001 | Standish Mellon Asset Management | $663M |
BOARD OF TRUSTEES OF THE PAPER HANDLERS'-PUBLISHERS'NY · 136104795-001 | Proskauer Rose LLP | $24M |
Plans lost in 2024
Appeared last year under INSIGHT NORTH AMERICA; not this year.
| Sponsor | To | Assets |
|---|---|---|
TOTALENERGIES FINANCE USA, INC.TX · 233060301-002 | BlackRock | $656M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUNDIL · 366044243-001 | $48.2B | 332,020 | $4M | 2y | - |
JPMORGAN CHASE BANK, NATIONAL ASSOCIATIONNJ · 134994650-001 | $16.1B | 202,919 | $303,594 | 6y | - |
THE DOW CHEMICAL COMPANYMI · 381285128-001 | $10.9B | 31,955 | $270,373 | 3y | - |
NEW ENGLAND TEAMSTERS PENSION FUNDMA · 046372430-001 | $9.1B | 71,331 | $80,357 | 3y | - |
HARTFORD FIRE INSURANCE COMPANYCT · 060383750-100 | $7.2B | 31,062 | $547,538 | 4y | - |
BD OF TR OF THE PENSION, HOSP & BENEFIT PL OF THE ELEC IND-PENSIONNY · 136123601-001 | $5.0B | 41,042 | $531,105 | 5y | - |
UT-BATTELLE, LLCTN · 621788235-001 | $2.4B | 12,721 | $81,232 | 3y | - |
UNION CARBIDE CORPORATION C/O THE DOW CHEMICAL COMPANYMI · 131421730-001 | $2.2B | 31,806 | $16,108 | 3y | - |
BOARD OF TRUSTEES OF THE ANNUITY PLAN OF THE ELECTRICAL INDUSTRYNY · 136123600-003 | $2.2B | 40,310 | $150,128 | 5y | - |
W PA TEAMSTERS & EMPLOYERS PENSIONPA · 256029946-001 | $1.6B | 19,523 | $120,246 | 3y | - |
Flag exposure
91.3%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 (6)
Raw Schedule C names collapsed into INSIGHT NORTH AMERICA.
- D. BRENNAN RILEY
- D. BRENNANN RILEY
- D. BROWN
- INSIGHT NORTH AMERICA
- INSIGHT NORTH AMERICA LLC
- INSIGHT NORTH AMERICA, 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 INSIGHT NORTH AMERICA'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 | 1 | 4.35% | 1.76% | +2.59 pp |
| Loss discovered | 1 | 4.35% | 0.00% | +4.34 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with INSIGHT NORTH AMERICA. 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 INSIGHT NORTH AMERICA'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 |
|---|---|---|
| Groom Law Group, Chartered | 4 | 17.4% |
| Cohen Weiss & Simon LLP | 3 | 13.0% |
| Colleran O'Hara & Mills LLP | 2 | 8.7% |
| Covington & Burling LLP | 2 | 8.7% |
| Proskauer Rose LLP | 2 | 8.7% |
| Steven N Davi PLLC | 2 | 8.7% |
| Beeson Tayer & Bodine | 1 | 4.3% |
| Brady, McGuire & Steinberg, PC | 1 | 4.3% |
| Bricker & Graydon LLP | 1 | 4.3% |
| Curtis Mallet-Prevost Colt & Mosle | 1 | 4.3% |
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).