Life Status 360
other15 known aliases resolved via the canonical alias map
Market position · 2024
Plans served10-7 YoYRank #1480 of mapped providers
Assets under administration$21.8B0.0%Market share · rank #612
Fees received$107,520Median $9,690/planSum across Schedule C direct + indirect
Net wins YoY-62 won · 8 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 Life Status 360 plan look like?
Service mix · median fees per plan
Count of plans where Life Status 360 ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other services; Direct payment from the planCode 49 | 7 | $13,717 | |
Accounting (including auditing); Direct payment from the planCode 10 | 1 | $12,539 | |
Direct payment from the plan; Claims processingCode 12 | 1 | $5,483 | |
Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 1 | $6,280 |
Competitor overlap
Percent of Life Status 360'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 Life Status 360.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES, CALIFORNIA IRON WORKERS FIELD DEFINED CONTRIBUTIONCA · 953304279-001 | R.V. Kuhns & Associates, Inc. | $1.2B |
IRON WORKERS DISTRICT COUNCIL OF SOUTHERN OHIO & VICINITYOH · 316038516-001 | Nationwide | $1.0B |
Plans lost in 2024
Appeared last year under Life Status 360; not this year.
| Sponsor | To | Assets |
|---|---|---|
CITIGROUP INC.CT · 521568099-020 | GSO Energy Select Opportunities Fund | $10.6B |
JOINT BOARD OF TRUSTEES SOUTHWEST CARPENTERS PENSION TRUSTCA · 956042875-001 | Cheiron | $6.8B |
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUPCA · 951750445-008 | Arete Wealth Advisors LLC | $6.8B |
BOARD OF TRUSTEES, OPERATING ENGINEERS PENSION TRUSTCA · 956032478-001 | Pemberton Capital Advisors | $3.3B |
BOARD OF TRUSTEES OF TEAMSTERS PENSION TRUST FUND OF PHILADELPHIANJ · 231511735-001 | Banner Ridge Partners | $2.4B |
BD OF TRUSTEES-LEGACY PLAN OF THE NATIONAL RETIREMENT FUNDNY · 136130178-001 | Parametric Portfolio Associates | $1.8B |
TRUSTEES UFCW LOCAL 1262 PENSION FUNDNJ · 226074414-001 | ROBERT GEREMINO | $971M |
BD OF TRUSTEES-ADJUSTABLE PLAN OF THE NATIONAL RETIREMENT FUNDNY · 136130178-002 | Amalgamated Bank | $139M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRUSTEES OF UFCW INT'L UNION - INDUSTRY PENSION FUNDIL · 516055922-001 | $8.2B | 204,155 | $19,956 | 5y | - |
BOARD OF TRUSTEES, CALIFORNIA IRONWORKERS FIELD PENSION TRUST FUNCA · 956042866-001 | $3.5B | 21,447 | $6,192 | 5y | - |
TRUSTEES OF NYS TEAMSTERS CONFERENCENY · 166063585-074 | $2.8B | 32,657 | $12,539 | 5y | - |
BOARD OF TRUSTEES - INDIANA LABORERS PENSION FUNDIN · 356027150-001 | $1.8B | 28,807 | $16,945 | 7y | - |
OLIN CORPORATIONMO · 131872319-002 | $1.8B | 18,546 | $6,280 | 5y | - |
TRUSTEES OF AUTOMOBILE MECHANICS' LOCAL NO. 701 PENSION FUNDIL · 366042061-001 | $1.2B | 14,856 | $6,841 | 8y | - |
BOARD OF TRUSTEES NORTHERN CALI. PIPE TRADES PENSION TRUSTCA · 943190386-001 | $1.1B | 4,420 | $13,717 | 2y | - |
BOARD OF TRUSTEES, MINNEAPOLIS RETAIL MEAT CUTTERSMN · 410905139-001 | $679M | 13,679 | $5,850 | 1y | - |
BOARD OF TRUSTEES NORTHERN CALI. PIPE TRADES PENSION TRUSTCA · 943190386-002 | $569M | 4,259 | $13,717 | 2y | 1 |
BOARD OF TRUSTEES, NORTHWEST CARPENTERS RETIREMENT PLANCA · 916029051-001 | $0 | 0 | $5,483 | 5y | 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 (15)
Raw Schedule C names collapsed into Life Status 360.
- ELLSWORTH STOUT CPA & CONSULTANTS
- ELLWOOD ADVICE
- ELLWOOD ADVICE ALIGHNED
- ELM MONEY MANAGEMENT LLC
- ELM TREE US NET IV
- LIFE STATUS 360
- LIFE STATUS 360 LLC
- LIFE STATUS 360 SMALLWORD SOLUTIONS
- LIFE STATUS 360, LLC
- LIFE STAUS 360
- LIFESTATUS 360
- LIFESTATUS 360, LLC
- LIFESTATUS360 LLC
- LIFESTATUS360, LLC
- LIFESTATUS360,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 Life Status 360'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 | 10.00% | 7.76% | +2.24 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 10.00% | 1.71% | +8.29 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 Life Status 360. 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 Life Status 360'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 |
|---|---|---|
| Loomis Sayles | 3 | 30.0% |
| Milliman | 3 | 30.0% |
| PIMCO | 3 | 30.0% |
| AllianceBernstein | 2 | 20.0% |
| Aristotle Capital Management | 2 | 20.0% |
| Dodge & Cox | 2 | 20.0% |
| National Investment Services | 2 | 20.0% |
| Segal Marco Advisors | 2 | 20.0% |
| U.A. LOCAL 342 JOINT MANAGEMENT COOPERATIVE COMMITTEE | 2 | 20.0% |
| Washington Capital Management | 2 | 20.0% |