ACTUARIAL BENEFITS CORP
29 known aliases resolved via the canonical alias map
Market position · 2024
Plans served110+3 YoYRank #177 of mapped providers
Assets under administration$4.6B0.0%Market share · rank #2044
Fees received$2MMedian $12,043/planSum across Schedule C direct + indirect
Net wins YoY+419 won · 15 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 ACTUARIAL BENEFITS CORP plan look like?
Service mix · median fees per plan
Count of plans where ACTUARIAL BENEFITS CORP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other services; Direct payment from the plan; Other fees; Contract AdministratorCode 13 | 54 | $9,289 | |
Other services; Other feesCode 49 | 28 | $12,307 | |
Other services; Other fees; ActuarialCode 11 | 10 | $10,778 | |
Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant loan processingCode 15 | 5 | $10,150 | |
Recordkeeping fees; Other fees; Consulting (general)Code 16 | 5 | $35,270 | |
Other feesCode 99 | 4 | $15,172 | |
Plan AdministratorCode 14 | 2 | $11,639 | |
Consulting (pension); Other feesCode 17 | 1 | $6,077 |
Competitor overlap
Percent of ACTUARIAL BENEFITS CORP'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 ACTUARIAL BENEFITS CORP.
| Sponsor | From | Assets |
|---|---|---|
BEST BEST & KRIEGER LLPCA · 952157337-002 | GREAT-WEST LIFE & ANNUITY INSURANCE | $80M |
FEDERAL DEFENDERS OF SAN DIEGO, INC.CA · 952678506-001 | PENSIONMARK FINANCIAL GROUP LLC | $59M |
FOULGER-PRATT COMPANIES LLCMD · 450463021-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $31M |
WIN-SUM SKI CORP.NY · 160816446-001 | WIN SUM SKI CORP | $25M |
NEWGEN OPERATIONS MANAGEMENT LLCCA · 834612746-001 | (new plan) | $19M |
JONATHAN CLUBCA · 950884320-002 | GREAT-WEST LIFE & ANNUITY INSURANCE | $18M |
NEWSTEAD FARMS, INC.NY · 161350390-001 | LINCOLN NATIONAL CORPORATION | $16M |
INNOFLIGHT, LLCCA · 562497723-001 | (new plan) | $14M |
MENTAL HEALTH AMERICA OF LOS ANGELESCA · 951881491-001 | NFP RETIREMENT INC | $13M |
CIRKS CONSTRUCTION, INC.CA · 330803265-001 | PENSIONMARK FINANCIAL GROUP LLC | $12M |
Plans lost in 2024
Appeared last year under ACTUARIAL BENEFITS CORP; not this year.
| Sponsor | To | Assets |
|---|---|---|
SANTANDER HOLDINGS USA, INC.PA · 232453088-002 | GREAT-WEST LIFE & ANNUITY INSURANCE | $1.6B |
HIRSCHLER FLEISCHER, A PROFESSIONAL CORPORATIONVA · 541438598-001 | NFP RETIREMENT INC | $97M |
ASK CHEMICALS, LPOH · 331218779-001 | ADP BROKER-DEALER | $55M |
WATT, TIEDER, HOFFAR & FITZGERALD, LLPVA · 541065705-001 | NFP RETIREMENT INC | $41M |
ADIR INTERNATIONAL, LLC DBA CURACAOCA · 861142792-001 | PILLSBURY WINTHROP SHAW PITTMAN LLP | $26M |
KOSITZKA, WICKS AND COMPANYVA · 541342298-001 | NFP RETIREMENT INC | $23M |
ST. JOSEPH'S COLLEGIATE INSTITUTENY · 160743159-001 | LAWLEY RETIREMENT ADVISORS LLC | $18M |
CRENSHAW LUMBER CO., INC.CA · 951872813-001 | JOHN HANCOCK LIFE INSURANCE COMPANY | $17M |
GYPSUM SYSTEMS MANAGEMENT, INC.NY · 161062828-002 | DOPKINS WEALTH MANAGEMENT LLC | $16M |
KEE SAFETY, INC.NY · 161170198-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $15M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
SALAS O'BRIEN, INC.CA · 952037468-002 | $538M | 3,290 | $82,807 | 3y | 2 |
LIBERTY UTILITIES SERVICE CORP.AZ · 331224978-001 | $443M | 2,981 | $204,041 | 6y | 1 |
BANC OF CALIFORNIA, INC.CA · 043639825-002 | $327M | 2,918 | $72,426 | 2y | 1 |
MONSTER BEVERAGE CORPORATIONCA · 471809393-001 | $260M | 4,317 | $90,500 | 8y | 1 |
ROBERTSON'S READY MIX, LTD.CA · 330491865-002 | $121M | 2,192 | $45,351 | 10y | 1 |
VIRGINIA FAMILY DENTISTRY, P.C.VA · 541186353-005 | $117M | 523 | $2,900 | 9y | - |
LAWLEY, LLCNY · 222737385-002 | $106M | 684 | $32,550 | 3y | - |
LA JOLLA INSTITUTE FOR IMMUNOLOGYCA · 330328688-001 | $90M | 821 | $41,872 | 10y | - |
GEOLOGIC ASSOCIATESCA · 954313020-001 | $88M | 411 | $38,733 | 4y | 1 |
BEST BEST & KRIEGER LLPCA · 952157337-002 | $80M | 617 | $44,979 | 1y | - |
Flag exposure
80.9%Market: 89.2%
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 (29)
Raw Schedule C names collapsed into ACTUARIAL BENEFITS CORP.
- ACTUARIAL BENEFIRS CORP
- ACTUARIAL BENEFIT CORP.
- ACTUARIAL BENEFITS COPR.
- ACTUARIAL BENEFITS CORP
- ACTUARIAL BENEFITS CORP.
- ACTUARIAL BENEFITS CORPORATION
- ACTUARIAL BENEFITS CORPORTATION
- ACTUARIAL BENENFITS CORP
- ACTUARIAL CONSULTANTS INC
- ACTUARIAL CONSULTANTS INC.
- ACTUARIAL CONSULTANTS, CIN.
- ACTUARIAL CONSULTANTS, INC
- ACTUARIAL CONSULTANTS, INC.
- ACTUARIAL CONSULTENTS, INC
- ACTUARIAL CONSULTING GROUP
- ACTUARIAL CONSULTING GROUP INC
- ACTUARIAL CONSULTING GROUP, INC.
- ACTUARIAL CONSULTING SERVICES
- ACTUARIAL CONSULTING SERVICES INC
- ACTUARIAL CONSULTING SERVICES INC.
- ACTUARIAL CONSULTING SERVICES INS
- ACTUARIAL CONSULTING SERVICES, INC
- ACTUARIAL CONSULTING SERVICES, INC.
- ACTUARIAL CONSULTINGSERVICES IN
- ACTUARIAL DATA INC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement 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 ACTUARIAL BENEFITS CORP'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 | 2.73% | 7.76% | -5.04 pp |
| Fidelity bond gap | 4 | 3.64% | 26.94% | -23.30 pp |
| Late contributions | 33 | 30.00% | 1.71% | +28.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 19 | 17.27% | 1.76% | +15.51 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 ACTUARIAL BENEFITS CORP. Compare to the incumbent market share (0.2%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.2 pp vs incumbent
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).