ACTUARIES UNLIMITED, INC.
7 known aliases resolved via the canonical alias map
Market position · 2024
Plans served9+2 YoYRank #1341 of mapped providers
Assets under administration$251M0.0%Market share · rank #5945
Fees received$162,179Median $12,525/planSum across Schedule C direct + indirect
Net wins YoY+33 won · 0 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 ACTUARIES UNLIMITED, INC. plan look like?
Service mix · median fees per plan
Count of plans where ACTUARIES UNLIMITED, INC. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Direct payment from the plan; Other services; Contract AdministratorCode 13 | 5 | $10,509 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant communication; Participant loan processing; Consulting (pension)Code 15 | 2 | $18,338 | |
ActuarialCode 11 | 1 | $61,350 | |
Other feesCode 99 | 1 | $16,407 |
Competitor overlap
Percent of ACTUARIES UNLIMITED, 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 ACTUARIES UNLIMITED, INC..
| Sponsor | From | Assets |
|---|---|---|
CURTIN MARITIMECA · 330781701-001 | GLOBAL RETIREMENT PARTNERS LLC | $10M |
HILTY'S INTERNATIONAL, INC. DBA HILTY'S ELECTRICAL CONTRACTINGAZ · 860995436-002 | FIDELITY INVESTMENTS INSTITUTIONAL | $4M |
CLK HR ACQUISITION, LLCCA · 462749077-002 | HIGHTOWER ADVISORS LLC | $4M |
Plans lost in 2024
Appeared last year under ACTUARIES UNLIMITED, INC.; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NKSFB, LLCCA · 824371559-001 | $102M | 894 | $61,350 | 4y | 1 |
VISION PARTNERS LLCFL · 371882078-001 | $51M | 967 | $16,200 | 4y | 1 |
MEISSNER FILTRATION PRODUCTS, INC.CA · 770213143-001 | $31M | 723 | $1,500 | 8y | - |
LOS ANGELES DEPENDENCY LAWYERS, INC.CA · 205491740-001 | $29M | 386 | $35,175 | 5y | - |
ELLIS GEORGE LLPCA · 953970923-004 | $13M | 159 | $10,509 | 3y | - |
CURTIN MARITIMECA · 330781701-001 | $10M | 433 | $330 | 1y | 1 |
GALLEGOS UNITEDCA · 330980953-002 | $8M | 195 | $12,525 | 6y | 1 |
HILTY'S INTERNATIONAL, INC. DBA HILTY'S ELECTRICAL CONTRACTINGAZ · 860995436-002 | $4M | 539 | $16,407 | 1y | - |
CLK HR ACQUISITION, LLCCA · 462749077-002 | $4M | 336 | $8,183 | 1y | 2 |
Flag exposure
100.0%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 (7)
Raw Schedule C names collapsed into ACTUARIES UNLIMITED, INC..
- ACTUARIES & ASSOC
- ACTUARIES & BENEFIT CONSULTANTS, IN
- ACTUARIES UNLIMITED
- ACTUARIES UNLIMITED INC
- ACTUARIES UNLIMITED INC.
- ACTUARIES UNLIMITED, INC
- ACTUARIES UNLIMITED, 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 ACTUARIES UNLIMITED, 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 | 11.11% | 26.94% | -15.83 pp |
| Late contributions | 5 | 55.56% | 1.71% | +53.84 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 ACTUARIES UNLIMITED, 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