MassMutual Life Insurance Company
recordkeeper425 known aliases resolved via the canonical alias map
Market position · 2024
Plans served58-126 YoYRank #331 of mapped providers
Assets under administration$74.8B0.1%Market share · rank #206
Fees received$3MMedian $12,062/planSum across Schedule C direct + indirect
Net wins YoY-1248 won · 132 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 MassMutual Life Insurance Company plan look like?
Service mix · median fees per plan
Count of plans where MassMutual Life Insurance Company ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan); Other commissionsCode 27 | 12 | $17,369 | |
Other feesCode 99 | 10 | $27,466 | |
Other investment fees and expenses; Investment management fees paid indirectly by plan; Sub-transfer agency fees; Other insurance wrap feesCode 52 | 8 | $0 | |
Other commissionsCode 55 | 8 | $14,652 | |
Investment management; Shareholder servicing feesCode 28 | 3 | $7,710 | |
Other services; Other feesCode 49 | 3 | $0 | |
Investment management fees paid directly by planCode 51 | 3 | $30,044 | |
Investment advisory (participants); Participant communicationCode 26 | 2 | $10,404 |
Competitor overlap
Percent of MassMutual Life Insurance Company'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 MassMutual Life Insurance Company.
| Sponsor | From | Assets |
|---|---|---|
SONOCO PRODUCTS COMPANYSC · 570248420-026 | Empower | $1.7B |
PEARL MEYER & PARTNERS, LLCMA · 352324075-001 | Fidelity Investments | $50M |
PLAN COMPLIANCE SERVICES, INC.FL · 593708427-033 | Clear Creek Financial Management | $28M |
VERTECH INDUSTRIAL SYSTEMS LLCAZ · 201819693-001 | (new plan) | $11M |
LITTLE HILL FOUNDATIONNJ · 221656055-001 | (new plan) | $4M |
ARROWHEAD HEALTH MANAGEMENT LLCAZ · 262591374-001 | Voya | $4M |
RIO MAR HOSPITALITY MANAGEMENT LLCPR · 661001258-001 | BPAS | $4M |
Plans lost in 2024
Appeared last year under MassMutual Life Insurance Company; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES, ANNUITY FUND OF LOCAL NO. ONE, I.A.T.S.E.NY · 133022965-002 | Meketa Investment Group | $1.1B |
THE NEW YORK TIMES COMPANYNY · 131102020-010 | BDO | $1.1B |
IBEW LOCAL 16, AFL-CIO & MULTI- EMPLOYER PENSION PLANTN · 351488049-001 | Southern Benefit Administrators | $379M |
HAYNES AND BOONE, LLPTX · 751312888-002 | True North Advisors | $315M |
ORANGE COUNTY IBEW-NECA BOARD OF TRUSTEESCA · 760759816-001 | Marsh McLennan | $262M |
BOARD OF TRUSTEES IBEW LOCAL 43 AND ELECTRICAL CONTRACTORSNY · 516052602-001 | Sentinel Pension LLC | $195M |
ABERDEEN STANDARD INVESTMENTSPA · 510368279-001 | Empower | $189M |
SOUTHEAST GEORGIA HEALTH SYSTEM, INC.GA · 581911751-002 | New Edge Advisors | $181M |
IBEW LOCAL UNION NO. 99RI · 056049537-002 | AllianceBernstein | $153M |
URBAN SCIENCE APPLICATIONS, INC.MI · 382134622-001 | MML Investor Services LLC | $138M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
INTERNATIONAL BUSINESS MACHINES CORPORATIONNY · 130871985-005 | $60.4B | 149,818 | $2M | 10y | - |
BD OF TRUSTEES OF THE ELEV CONSTU ANNUITY AND 401K RET PLANPA · 522125995-001 | $7.3B | 37,105 | $0 | 10y | 1 |
NATIONAL GRID USA SERVICE COMPANY, INC.NY · 041663150-003 | $2.1B | 6,047 | $7,710 | 1y | - |
SONOCO PRODUCTS COMPANYSC · 570248420-026 | $1.7B | 15,889 | $0 | 1y | 2 |
BOARD OF TRUSTEES LOCAL NO. 8 IBEW RETIREMENT PLAN & TRUSTOH · 346596899-001 | $671M | 3,162 | $0 | 8y | - |
GREIF PACKAGING LLCOH · 363268123-002 | $522M | 5,942 | $0 | 10y | - |
BOARD OF TRUSTEES - STEAMFITTERS LOCAL 602 RETIREMENT SAVINGS PLANMD · 522187219-001 | $522M | 6,127 | $0 | 10y | - |
PLUMBERS & STEAMFITTERS LOCAL 21NY · 136320256-002 | $183M | 2,007 | $38,122 | 7y | - |
SHEET METAL WORKERS LOCAL 33OH · 311524549-001 | $176M | 4,154 | $96,371 | 10y | - |
BOARD OF TRUSTEES STEAMFITTERS SURETY FUND LOCAL 475NJ · 222351695-004 | $175M | 1,850 | $0 | 5y | - |
Flag exposure
87.9%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 (425)
Raw Schedule C names collapsed into MassMutual Life Insurance Company.
- 10 MASSACHUSETTS MUTUAL LIFE INS CO
- 13 MASSACHUSETTS MUTUAL LIFE INS CO
- 14 MASSACHUSETTS MUTUAL LIFE INS CO
- 16 MASSACHUSETTS MUTUAL LIFE INS CO
- 22 MASSACHUSETTS MUTUAL LIFE INS CO
- 7 MASSACHUSETTS MUTUAL LIFE INS CO
- 8 MASSACHUSETTS MUTUAL LIFE INS CO
- MA MUTUAL LIFE INS COMPANY
- MAAMUTUAL LIFE INSURANCE COMPANY
- MAASACHUSETTS MUTUAL LIFE INS. CO.
- MAS MUTUAL LIFE INS COMPANY
- MAS MUTUAL LIFE INS. CO.
- MAS MUTUAL LIFE INSURANCE CO
- MASAACHUSETTS MUTUAL LIFE INSURANCE
- MASAACHUTSETTS MUTUAL LIFE INS.
- MASACHUESTRS MUTUAL LIFE INS CO
- MASACHUESTTS MUTUAL LIFE INS CO
- MASACHUSETTS MUTAL LIFE INS. CO.
- MASACHUSETTS MUTUAL LIFE INS CO
- MASACHUSETTS MUTUAL LIFE INS. CO.
- MASACHUSETTS MUTUAL LIFE INS. CON.
- MASACHUSETTS MUTUAL LIFE INSURANCE
- MASACHUSSETS MUTUAL LIFE INS CO
- MASMUTUAL LIFE INSURANCE CO.
- MASMUTUAL LIFE INSURANCE COMPANY
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 MassMutual Life Insurance Company'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 | 3 | 5.17% | 7.76% | -2.59 pp |
| Fidelity bond gap | 5 | 8.62% | 26.94% | -18.32 pp |
| Late contributions | 11 | 18.97% | 1.71% | +17.25 pp |
| Failed to provide benefit | 1 | 1.72% | 0.14% | +1.59 pp |
| Corrective distributions | 9 | 15.52% | 1.76% | +13.76 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 MassMutual Life Insurance Company. 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 MassMutual Life Insurance Company'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 Angell Pension Group Inc. | 5 | 8.6% |
| PIMCO | 5 | 8.6% |
| American Century | 4 | 6.9% |
| Gallagher Fiduciary Advisors | 3 | 5.2% |
| Janus Henderson Investors | 3 | 5.2% |
| MFS Investment Management | 3 | 5.2% |
| Allspring Global Investments | 2 | 3.5% |
| American Pension Services, LLC | 2 | 3.5% |
| Aon | 2 | 3.5% |
| Cetera Investment Advisers LLC | 2 | 3.5% |