Morneau Shepell / LifeWorks
advisor20 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4-4 YoYRank #3267 of mapped providers
Assets under administration$823M0.0%Market share · rank #4051
Fees received$400,921Median $54,372/planSum across Schedule C direct + indirect
Net wins YoY-40 won · 4 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 Morneau Shepell / LifeWorks plan look like?
Service mix · median fees per plan
Count of plans where Morneau Shepell / LifeWorks ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Contract AdministratorCode 13 | 3 | $59,996 | |
Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 1 | $24,899 |
Competitor overlap
Percent of Morneau Shepell / LifeWorks'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 Morneau Shepell / LifeWorks.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under Morneau Shepell / LifeWorks; not this year.
| Sponsor | To | Assets |
|---|---|---|
TD BANK US HOLDING COMPANYME · 010437984-002 | TELUS HEALTH | $546M |
TD BANK US HOLDING COMPANYME · 010437984-001 | TELUS HEALTH | $437M |
TREASURY BOARD OF CANADA(DFAIT-LES SERVICES BUREAU) · 980177806-001 | TELUS HEALTH | $121M |
TD SECURITIES USA LLCNY · 201177269-002 | BNY Mellon | $61M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
CAREFIRST, INC.MD · 522069215-003 | $546M | 4,512 | $24,899 | 5y | - |
EDGEWELL PERSONAL CARE COMPANYCT · 431863181-001 | $167M | 2,674 | $267,279 | 5y | - |
EDGEWELL PERSONAL CARE COMPANYCT · 431863181-006 | $64M | 464 | $48,747 | 5y | - |
EDGEWELL PERSONAL CARE COMPANYCT · 431863181-005 | $46M | 585 | $59,996 | 5y | - |
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 (20)
Raw Schedule C names collapsed into Morneau Shepell / LifeWorks.
- FILLEN, DENNERLINE, GROTH & TOWE
- FILLENWARTH, DENNERLINE, ET. AL.
- FILLENWARTH, DENNERLINE, GROTH & TO
- FILLENWARTH, DENNERLINE, GROTH, TOW
- MORNEAL SHEPELL LIMITED
- MORNEAU SCHEPELL
- MORNEAU SHAPELL
- MORNEAU SHAPELL SBC LIMITED
- MORNEAU SHEPELL
- MORNEAU SHEPELL / LIFEWORKS
- MORNEAU SHEPELL INC.
- MORNEAU SHEPELL LIMITED
- MORNEAU SHEPELL LTD
- MORNEAU SHEPELL LTD.
- MORNEAU SHEPELL SBC
- MORNEAU SHEPELL SBC LIMITED
- MORNEAU SHEPELL, INC.
- MORNEAU SHEPELL/LIFEWORKS
- MORNEAU SHEPPELL LIMITED
- MORNEAU SHEPPELL SBC SYSTEMS
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 Morneau Shepell / LifeWorks'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 | 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 Morneau Shepell / LifeWorks. 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 Morneau Shepell / LifeWorks'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 |
|---|---|---|
| Rubin Brown LLP | 3 | 75.0% |