AMERITAS LIFE INSURANCE CORP
68 known aliases resolved via the canonical alias map
Market position · 2024
Plans served272-20 YoYRank #94 of mapped providers
Assets under administration$12.6B0.0%Market share · rank #979
Fees received$12MMedian $14,605/planSum across Schedule C direct + indirect
Net wins YoY-1940 won · 59 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 AMERITAS LIFE INSURANCE CORP plan look like?
Service mix · median fees per plan
Count of plans where AMERITAS LIFE INSURANCE CORP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Recordkeeping fees; Other fees; Other services; Participant communication; Recordkeeping and information management (computing, tabulating, data processing, etc.); Account maintenance fees; Claims processing; Participant loan processing; Direct payment from the plan; Foreign entity (e.g., an agent or broker, bank, insurance company, etc. not operating within jurisdictional boundaries of the United States); Contract Administrator; Consulting (pension)Code 12 | 122 | $25,013 | |
Trustee (bank, trust company, or similar financial institution); Recordkeeping fees; Other fees; Direct payment from the plan; Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 103 | $5,744 | |
Investment advisory (plan); Other feesCode 27 | 28 | $19,456 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Direct payment from the planCode 13 | 7 | $4,350 | |
Other commissionsCode 55 | 6 | $11,787 | |
Investment advisory (participants)Code 26 | 3 | $9,844 | |
Consulting fees; Consulting (general)Code 16 | 2 | $12,042 | |
Insurance services; Insurance agents and brokers; Insurance brokerage commissions and feesCode 22 | 1 | $0 |
Competitor overlap
Percent of AMERITAS LIFE INSURANCE 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 AMERITAS LIFE INSURANCE CORP.
| Sponsor | From | Assets |
|---|---|---|
CONNECTIFY HR, LLCIA · 863868012-333 | SLAVIC INTEGRATED ADMINISTRATION | $84M |
AMERICA'S BACK OFFICE, INC.MI · 474975107-001 | KESTRA INVESTMENT SERVICES LLC | $80M |
TEAMWORK SERVICES, INC.GA · 581863048-001 | TEAMWORK SERVICES INC | $54M |
STAFF-LINE, INC. DBA ETHAN ALLEN HR SERVICESNY · 141751414-333 | BPAS ACTUARIAL & PENSION SERVICES | $48M |
TAXHAWK, INC.UT · 861018210-003 | (new plan) | $37M |
ASSUREDPARTNERS INVESTMENT ADVISORS, LLCFL · 850777552-001 | PENSIONMARK FINANCIAL GROUP LLC | $35M |
SMITH & LOVELESS, INC.KS · 480924021-003 | MORGAN STANLEY SMITH BARNEY | $27M |
CENTRAL UTAH TELEPHONE, INC.UT · 870258063-001 | MORNINGSTAR | $24M |
NEBRASKA UROLOGY, PCNE · 470540928-001 | (new plan) | $21M |
VEROS TECHNOLOGIES, LLCVA · 472340721-001 | (new plan) | $19M |
Plans lost in 2024
Appeared last year under AMERITAS LIFE INSURANCE CORP; not this year.
| Sponsor | To | Assets |
|---|---|---|
SOUTHERN CALIFORNIA EDISON COMPANYCA · 951240335-002 | FINANCIAL ENGINES | $5.7B |
SOLARIS HEALTH HOLDINGS, LLCFL · 844332286-001 | JPMORGAN INVEST HOLDINGS LLC | $371M |
SYDENSTRICKER NOBBE PARTNERS, INC.KS · 430947529-001 | TFB ADVISORS, LLC | $51M |
TRIPP SCOTT, P.A.FL · 592624630-002 | VOYA RETIREMENT INSURANCE & ANNUITY | $44M |
COPE PLASTICS, INC.IL · 370774093-002 | TFB ADVISORS, LLC | $39M |
FAVORITE HEALTHCARE STAFFING LLCKS · 480985059-002 | ONEDIGITAL INVESTMENT ADVISORS LLC | $34M |
ALFASIGMA USA, INC.LA · 462124512-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $32M |
MISSOURI HOSPITAL ASSOCIATIONMO · 440610607-001 | TFB ADVISORS, LLC | $30M |
LAWRENCE PAPER COMPANYKS · 480305740-003 | TFB ADVISORS, LLC | $29M |
SOUTH PLAINS IMPLEMENT, LTDKS · 752959950-001 | TFB ADVISORS, LLC | $29M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
JETBLUE AIRWAYS CORPORATIONNY · 870617894-001 | $5.4B | 27,448 | $11,050 | 5y | 1 |
AMERITAS HOLDING COMPANYNE · 470806844-333 | $822M | 3,632 | $266,146 | 10y | - |
IMPERIAL BAG & PAPER CO., LLCNJ · 205963953-001 | $368M | 7,778 | $93,991 | 10y | 1 |
ATLAS TECHNICAL CONSULTANTS, LLCTX · 822810953-001 | $326M | 4,970 | $410,977 | 3y | 1 |
TANDEM MANAGEMENT, LLCAZ · 364231315-001 | $310M | 10,695 | $754,665 | 1y | 2 |
ALPHASTAFF GROUP, INC.FL · 650314170-333 | $252M | 8,302 | $1M | 3y | 1 |
ASSOCIATED GENERAL CONTRACTORS OF GEORGIA, INC.GA · 580144470-003 | $227M | 6,583 | $498,714 | 3y | 2 |
EDG, INC.LA · 721087181-001 | $123M | 592 | $30,000 | 8y | - |
SID DILLON CHEVROLET-FREMONT, INC.NE · 470697657-001 | $109M | 770 | $0 | 10y | - |
ASSURITY LIFE INSURANCE COMPANYNE · 381843471-003 | $107M | 560 | $128,016 | 10y | - |
Flag exposure
84.6%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 (68)
Raw Schedule C names collapsed into AMERITAS LIFE INSURANCE CORP.
- AMENTAS LIFE INSURANCE CORP
- AMERITA LIFE INSURANCE CORP
- AMERITA LIFE INSURANCE CORP.
- AMERITAS
- AMERITAS ADVISORY
- AMERITAS ADVISORY SERVICE
- AMERITAS ADVISORY SERVICES
- AMERITAS ADVISORY SERVICES LLC
- AMERITAS ADVISORY SERVICES, LLC
- AMERITAS INVESTMENT CO LLC
- AMERITAS INVESTMENT CO OBO DON REED
- AMERITAS INVESTMENT CO ON BEHALF OF
- AMERITAS INVESTMENT CO.
- AMERITAS INVESTMENT CO. LLC
- AMERITAS INVESTMENT COMPANY
- AMERITAS INVESTMENT COMPANY LL
- AMERITAS INVESTMENT COMPANY LLC
- AMERITAS INVESTMENT COMPANY, LLC
- AMERITAS INVESTMENT COMPANY,LLC
- AMERITAS INVESTMENT CORO
- AMERITAS INVESTMENT CORP
- AMERITAS INVESTMENT CORP INS AGENCY
- AMERITAS INVESTMENT CORP(LINCOLN)
- AMERITAS INVESTMENT CORP.
- AMERITAS INVESTMENT GORP
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 AMERITAS LIFE INSURANCE 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 | 8 | 2.94% | 7.76% | -4.82 pp |
| Fidelity bond gap | 20 | 7.35% | 26.94% | -19.59 pp |
| Late contributions | 95 | 34.93% | 1.71% | +33.21 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 64 | 23.53% | 1.76% | +21.77 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 AMERITAS LIFE INSURANCE CORP. Compare to the incumbent market share (0.4%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.4 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).