AXA EQUITABLE LIFE INSURANCE CO
57 known aliases resolved via the canonical alias map
Market position · 2024
Plans served94-19 YoYRank #207 of mapped providers
Assets under administration$11.0B0.0%Market share · rank #1097
Fees received$2MMedian $9,799/planSum across Schedule C direct + indirect
Net wins YoY-189 won · 27 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 AXA EQUITABLE LIFE INSURANCE CO plan look like?
Service mix · median fees per plan
Count of plans where AXA EQUITABLE LIFE INSURANCE CO ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Trustee (directed); Distribution (12b-1) fees; Shareholder servicing fees; Product termination fees (surrender charges, etc.); Float revenue; Sub-transfer agency fees; Investment management; Participant loan processing; Other insurance wrap feesCode 25 | 31 | $731 | |
Trustee (directed); Distribution (12b-1) fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Shareholder servicing fees; Other insurance wrap fees; Sub-transfer agency fees; Float revenue; Participant loan processing; Investment managementCode 15 | 24 | $35,045 | |
Other fees; Investment advisory (plan)Code 27 | 23 | $24,709 | |
Investment management; Other insurance wrap fees; Direct payment from the planCode 28 | 4 | $37,007 | |
Insurance mortality and expense chargeCode 66 | 3 | $0 | |
Contract Administrator; Direct payment from the planCode 13 | 2 | $17,061 | |
Direct payment from the plan; Accounting (including auditing)Code 10 | 1 | $1,140 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Account maintenance fees; Claims processingCode 12 | 1 | $61,900 |
Competitor overlap
Percent of AXA EQUITABLE LIFE INSURANCE CO'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 AXA EQUITABLE LIFE INSURANCE CO.
| Sponsor | From | Assets |
|---|---|---|
TISHCON CORP.MD · 112432386-001 | MORNINGSTAR | $22M |
SOLACE HEALTHCARE, INC.CO · 203023796-003 | ONEDIGITAL INVESTMENT ADVISORS LLC | $16M |
US PHARMA LAB, LLCNJ · 223662154-001 | EQUITABLE ADVISORS LLC | $11M |
BACTOLAC PHARMACEUTICAL, INC.NY · 113259533-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $11M |
CERTIFIED RESTORATION DRYCLEANING NETWORK, LLCMI · 383606975-001 | (new plan) | $6M |
EVOLUTION US, LLCNJ · 421776073-001 | EQUITABLE ADVISORS LLC | $6M |
SPECTRUMVOIP, INC.TX · 264657666-001 | EQUITABLE ADVISORS LLC | $4M |
Plans lost in 2024
Appeared last year under AXA EQUITABLE LIFE INSURANCE CO; not this year.
| Sponsor | To | Assets |
|---|---|---|
SHELL USA, INC.TX · 131299890-001 | PRUDENTIAL RETIREMENT INSURANCE AND | $15.1B |
THE GOVERNING BOARD OF THE PENNSYLVANIA ASSOCIATION OFPA · 843430131-333 | AICUP | $413M |
KERING AMERICAS, INCNJ · 223091355-001 | HIGHTOWER ADVISORS LLC | $300M |
BENJAMIN MOORE & CO.NJ · 135256230-001 | EQUITABLE ADVISORS LLC | $256M |
AMERICAN SUGAR REFINING, INC.NY · 133366163-021 | WEAVER AND TIDWELL, LLP | $203M |
BELOIT HEALTH SYSTEM, INC.WI · 391028081-002 | FID INV INST OPS CO | $106M |
OKLAHOMA BLOOD INSTITUTEOK · 731008735-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $43M |
MARGARET MARY COMMUNITY HOSPITALIN · 356067049-004 | GREAT-WEST LIFE & ANNUITY INSURANCE | $39M |
ERMENEGILDO ZEGNA CORP.NY · 132814304-001 | HIGHTOWER ADVISORS LLC | $26M |
ELEMICA, INC.PA · 043715361-001 | DUNBAR, BENDER & ZAPF, INC. | $25M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
THE BANK OF NEW YORK MELLONPA · 135160382-001 | $5.2B | 54,048 | $176,473 | 10y | - |
HACKENSACK MERIDIAN HEALTHNJ · 223474145-016 | $1.8B | 24,634 | $5,183 | 5y | - |
COLGATE-PALMOLIVE COMPANYNY · 131815595-001 | $1.3B | 8,715 | $61,900 | 9y | - |
SELECTIVE INSURANCE COMPANY OF AMERICANJ · 221272390-003 | $333M | 2,729 | $27,052 | 9y | - |
WILMINGTON SAVINGS FUND SOCIETY, FSBDE · 510054940-002 | $260M | 3,739 | $0 | 2y | - |
DRUMMOND COMPANY, INC.AL · 630653224-001 | $222M | 1,132 | $15,166 | 10y | - |
NIAGARA UNIVERSITYNY · 160755807-001 | $181M | 1,071 | $283 | 9y | - |
PASADENA HOSPITAL ASSOCIATION, LTDCA · 951644036-001 | $119M | 2,320 | $31,789 | 10y | - |
LOCAL INITIATIVES SUPPORT CORP.NY · 133030229-002 | $81M | 846 | $9,399 | 10y | - |
LOCAL INITIATIVES SUPPORT CORPORATIONNY · 133030229-001 | $78M | 850 | $4,682 | 10y | - |
Flag exposure
87.2%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 (57)
Raw Schedule C names collapsed into AXA EQUITABLE LIFE INSURANCE CO.
- AXA
- AXA ADVISERS LLC
- AXA ADVISOORS, LLC
- AXA ADVISOR
- AXA ADVISORE, LLC
- AXA ADVISORS
- AXA ADVISORS INC
- AXA ADVISORS LLC
- AXA ADVISORS LLC AXA FINANCIAL PLAN
- AXA ADVISORS, INC
- AXA ADVISORS, INC.
- AXA ADVISORS, LLC
- AXA ADVISORS, LLC DBA EQUITABLE ADV
- AXA ADVISORS, LLC.
- AXA ADVISORSLLC
- AXA AVISORS LLC
- AXA DISTRIBUTION HOLDING CO.
- AXA DISTRIBUTION HOLDING CORP
- AXA EQTBLE LIFE INSURANCE COMPANY
- AXA EQUITABL;E LIFE INSURANCE CO
- AXA EQUITABLE
- AXA EQUITABLE INSURANCE CARRIER
- AXA EQUITABLE INSURANCE CO
- AXA EQUITABLE INSURANCE CO.
- AXA EQUITABLE INSURANCE COMPANY
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 AXA EQUITABLE LIFE INSURANCE CO'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 | 7 | 7.45% | 26.94% | -19.49 pp |
| Late contributions | 21 | 22.34% | 1.71% | +20.63 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 21 | 22.34% | 1.76% | +20.58 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 AXA EQUITABLE LIFE INSURANCE CO. 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).