ALLIANCE BENEFIT GROUP
55 known aliases resolved via the canonical alias map
Market position · 2024
Plans served77-7 YoYRank #252 of mapped providers
Assets under administration$1.6B0.0%Market share · rank #3384
Fees received$2MMedian $9,518/planSum across Schedule C direct + indirect
Net wins YoY-616 won · 22 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 ALLIANCE BENEFIT GROUP plan look like?
Service mix · median fees per plan
Count of plans where ALLIANCE BENEFIT GROUP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract AdministratorCode 13 | 26 | $5,803 | |
Other services; Other feesCode 49 | 18 | $5,277 | |
Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant loan processingCode 15 | 10 | $11,486 | |
Recordkeeping fees; Account maintenance feesCode 64 | 9 | $10,793 | |
Investment advisory (plan)Code 27 | 6 | $22,320 | |
Investment advisory (plan); Investment advisory (participants)Code 26 | 2 | $57,313 | |
Investment management; Direct payment from the planCode 28 | 2 | $12,097 | |
Other feesCode 99 | 2 | $5,000 |
Competitor overlap
Percent of ALLIANCE BENEFIT GROUP'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 ALLIANCE BENEFIT GROUP.
| Sponsor | From | Assets |
|---|---|---|
COMPUTER SERVICES, INC.KY · 610649699-001 | BAIRD INSURANCE SERVICES INC | $247M |
SAN ANTONIO ACADEMY OF TEXASTX · 740878670-001 | PENSIONMARK FINANCIAL GROUP LLC | $9M |
PFLUGER ARCHITECTS, INC.TX · 010764100-001 | (new plan) | $8M |
THE WOODLANDS CHRISTIAN ACADEMYTX · 760391401-001 | MASSACHUSETTS MUTUAL LIFE INS. CO. | $7M |
PAYDAY BENEFITS, LLCUT · 200416309-333 | (new plan) | $7M |
CKM INDUSTRIES, INC.TX · 742376364-001 | DAVIDSON CAPITAL MANAGEMENT | $6M |
BURBANK HOUSING MANAGEMENT CORPORATIONCA · 680328717-001 | (new plan) | $6M |
CONVO COMMUNICATIONS LLCTX · 264751776-001 | (new plan) | $6M |
CARADAY HEALTHCARE, LLCTX · 843394616-001 | (new plan) | $4M |
VERGE MOBILE LLCTX · 208356509-001 | (new plan) | $3M |
Plans lost in 2024
Appeared last year under ALLIANCE BENEFIT GROUP; not this year.
| Sponsor | To | Assets |
|---|---|---|
PROSPERITY BANCSHARES, INC.TX · 742331986-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $324M |
SNOW, CHRISTENSEN, & MARTINEAUUT · 870298631-001 | PCS RETIREMENT, LLC | $56M |
NEW MEXICO ORTHOPAEDIC ASSOCIATES, P.C.NM · 850291612-002 | SENTINEL PENSION ADVISORS | $47M |
PUEBLO OF SANDIANM · 850223706-003 | REDW STANLEY FINANCIAL ADVISORS LLC | $45M |
BRISTOL HOSPICEUT · 203688586-001 | PCS RETIREMENT, LLC | $44M |
DHI COMPUTING SERVICES, INC.UT · 870327243-001 | SOLTIS INVESTMENT ADVISORS | $42M |
PETIQ, LLCID · 272951104-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $30M |
PEORIA CHAPTER OF THE LOCAL NO. 6 OF IL INTL UNION OF BRICKLAYERSIL · 376058341-001 | TIC INTERNATIONAL CORPORATION | $17M |
PETER-DEFRIES CORPORATIONNM · 850293433-001 | SENTINEL PENSION ADVISORS | $16M |
INFOTRAX SYSTEMSUT · 870584415-001 | (new plan) | $12M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
COMPUTER SERVICES, INC.KY · 610649699-001 | $247M | 1,702 | $33,400 | 1y | 1 |
TEXAS BIOMEDICAL RESEARCH INSTITUTETX · 741109630-001 | $114M | 1,180 | $19,705 | 5y | 2 |
L & H COMPANY, INC.IL · 363097857-002 | $85M | 363 | $0 | 10y | - |
THE PENTA BUILDING GROUP, LLCNV · 262603033-001 | $81M | 685 | $25,305 | 5y | 2 |
DOME CONSTRUCTION CORPORATIONCA · 942945652-003 | $69M | 327 | $22,252 | 9y | - |
THE AMERICAN SCHOOL IN LONDON FOUNDATIONNJ · 136258480-001 | $66M | 218 | $33,574 | 10y | - |
SUN AUTO TIRE & SERVICE, INC.AZ · 823087766-002 | $55M | 4,298 | $73,655 | 5y | 2 |
WESTMONT HOSPITALITY MANAGEMENT, LLCTX · 261589372-001 | $54M | 4,072 | $21,343 | 9y | - |
MADISON REALTY CORPORATIONDC · 311670746-001 | $47M | 527 | $14,912 | 6y | 1 |
CSG CONSULTANTS, INC.CA · 912053749-001 | $45M | 439 | $92,374 | 10y | - |
Flag exposure
92.2%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 (55)
Raw Schedule C names collapsed into ALLIANCE BENEFIT GROUP.
- ABG CONSULTANTS
- ABG CONSULTANTS LLC
- ABG CONSULTANTS, LLC
- ALIANCE BENEFIT GROUP
- ALLIANCE BENEFIT
- ALLIANCE BENEFIT GROUP
- ALLIANCE BENEFIT GROUP - NCS
- ALLIANCE BENEFIT GROUP - ROCKY MOUN
- ALLIANCE BENEFIT GROUP - ROCKY MT.
- ALLIANCE BENEFIT GROUP - ROCKY MTN
- ALLIANCE BENEFIT GROUP - ROCKY MTN.
- ALLIANCE BENEFIT GROUP CAROLINAS IN
- ALLIANCE BENEFIT GROUP CONSULTANTS
- ALLIANCE BENEFIT GROUP NCS
- ALLIANCE BENEFIT GROUP OF HOUST
- ALLIANCE BENEFIT GROUP OF HOUSTAN I
- ALLIANCE BENEFIT GROUP OF HOUSTON
- ALLIANCE BENEFIT GROUP OF HOUSTON I
- ALLIANCE BENEFIT GROUP OF HOUSTON,
- ALLIANCE BENEFIT GROUP OF HOUSTONI
- ALLIANCE BENEFIT GROUP OF HOUSTPM
- ALLIANCE BENEFIT GROUP OF IL
- ALLIANCE BENEFIT GROUP OF IL., INC
- ALLIANCE BENEFIT GROUP OF ILINOIS
- ALLIANCE BENEFIT GROUP OF ILLINOI
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 ALLIANCE BENEFIT GROUP'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 | 4 | 5.19% | 7.76% | -2.57 pp |
| Fidelity bond gap | 14 | 18.18% | 26.94% | -8.76 pp |
| Late contributions | 26 | 33.77% | 1.71% | +32.05 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 16 | 20.78% | 1.76% | +19.02 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 ALLIANCE BENEFIT GROUP. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 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).