Marsh USA Inc.
advisor21 known aliases resolved via the canonical alias map
Market position · 2024
Plans served15-1 YoYRank #1064 of mapped providers
Assets under administration$5.6B0.0%Market share · rank #1744
Fees received$759,377Median $38,829/planSum across Schedule C direct + indirect
Net wins YoY+06 won · 6 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 Marsh USA Inc. plan look like?
Service mix · median fees per plan
Count of plans where Marsh USA Inc. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan)Code 27 | 6 | $39,892 | |
Insurance agents and brokersCode 22 | 3 | $118,173 | |
Consulting (general)Code 16 | 2 | $14,625 | |
Insurance services; Other insurance fees and expensesCode 23 | 2 | $60,400 | |
Accounting (including auditing)Code 10 | 1 | $7,500 | |
Other servicesCode 49 | 1 | $38,829 |
Competitor overlap
Percent of Marsh USA 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 Marsh USA Inc..
| Sponsor | From | Assets |
|---|---|---|
POLARIS INDUSTRIES INC.MN · 411857431-001 | LPL Financial | $1.1B |
DOT HOLDINGS COMO · 823213853-003 | Principal | $674M |
CONNING & COMPANYCT · 061174588-003 | Empower | $160M |
TAIT, LLCPA · 834051704-001 | Prudential Retirement Insurance & Annuity Co. | $75M |
BELL PARTNERS INC.NC · 561148631-001 | Principal | $59M |
Plans lost in 2024
Appeared last year under Marsh USA Inc.; not this year.
| Sponsor | To | Assets |
|---|---|---|
SMITHS GROUP SERVICES CORPORATIONDC · 223015350-002 | Kilpatrick Townsend & Stockton LLP | $923M |
WACHTELL, LIPTON, ROSEN & KATZNY · 131935773-003 | Fiducient Advisors | $511M |
COOPERATIVE PENSION / SAVINGS BOARDIN · 311257147-335 | FORVIS Mazars | $417M |
BOARD OF TRUSTEES, SEIU 775 SECURE RETIREMENT TRUSTWA · 474321390-001 | HR Advocates, Inc. | $284M |
ACE HARDWARE CORPORATIONIL · 360700810-333 | Creative Planning | $163M |
TEXAS MEDICAL LIABILITY TRUSTTX · 742002140-002 | MMA Securities | $54M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
POLARIS INDUSTRIES INC.MN · 411857431-001 | $1.1B | 11,172 | $21,250 | 1y | 1 |
USG CORPORATIONIL · 363329400-002 | $1.0B | 8,045 | $38,829 | 9y | - |
LES SCHWAB WAREHOUSE CENTER, LLCOR · 930470437-333 | $865M | 8,803 | $118,173 | 3y | - |
DOT HOLDINGS COMO · 823213853-003 | $674M | 7,978 | $113,218 | 1y | 1 |
ARROWPOINT GROUP, INCNC · 562003160-003 | $525M | 6,033 | $80,619 | 3y | - |
TRINITY INDUSTRIES, INC.TX · 750225040-029 | $386M | 4,357 | $139,757 | 2y | 1 |
ACCOR MANAGEMENT US, INC. · 980209359-001 | $373M | 9,502 | $55,858 | 2y | 2 |
BOARD OF TRUSTEES - UMWA CASH DEFERRED SAVINGS PLAN OF 1988DC · 526377947-003 | $235M | 5,551 | $26,925 | 6y | - |
CONNING & COMPANYCT · 061174588-003 | $160M | 480 | $7,500 | 2y | - |
MITSUBISHI UFJ TRUST AND BANKING CORPORATIONNY · 132692531-001 | $88M | 398 | $8,250 | 9y | - |
Flag exposure
80.0%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 (21)
Raw Schedule C names collapsed into Marsh USA Inc..
- MARCH USA INC.
- MARSH / FIDUCIARY INS.
- MARSH INS & INVESTMENTS CORP
- MARSH INS AND INVESTMENTS
- MARSH INSURANCE & INV CORP
- MARSH INSURANCE & INVESTMENT CORP
- MARSH INSURANCE & INVESTMENTS CORP
- MARSH INSURANCE & INVESTMENTS LLC
- MARSH INSURANCE & INVESTMENTS LLC D
- MARSH INSURANCE & INVESTMENTS, LLC
- MARSH INSURANCE AND INVESTMENT, LLC
- MARSH INSURANCE AND INVESTMENTS
- MARSH INSURANCE AND INVESTMENTS CO
- MARSH INSURANCE AND INVESTMENTS COR
- MARSH RISK & INSURANCE SERVICES
- MARSH USA
- MARSH USA INC
- MARSH USA INC.
- MARSH USA LLC
- MARSH USA, INC
- MARSH USA, 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 Marsh USA 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 | 1 | 6.67% | 26.94% | -20.27 pp |
| Late contributions | 1 | 6.67% | 1.71% | +4.95 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 4 | 26.67% | 1.76% | +24.91 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 Marsh USA 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 Marsh USA 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 |
|---|---|---|
| McDermott Will & Emery LLP | 2 | 13.3% |
| Huselton Morgan & Maultsby PC | 1 | 6.7% |
| Michael Best & Friedrich LLP | 1 | 6.7% |
| Poyner Spruill LLP | 1 | 6.7% |