BENEFIT PLAN ADMINISTRATORS
17 known aliases resolved via the canonical alias map
Market position · 2024
Plans served25-5 YoYRank #597 of mapped providers
Assets under administration$3.6B0.0%Market share · rank #2287
Fees received$2MMedian $69,438/planSum across Schedule C direct + indirect
Net wins YoY-42 won · 6 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 BENEFIT PLAN ADMINISTRATORS plan look like?
Service mix · median fees per plan
Count of plans where BENEFIT PLAN ADMINISTRATORS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Sub-transfer agency fees; Custodial (securities); Recordkeeping fees; Investment management; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 10 | $78,052 | |
Participant communication; Direct payment from the plan; Accounting (including auditing); Contract AdministratorCode 10 | 5 | $114,552 | |
Plan Administrator; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 14 | 5 | $64,498 | |
Recordkeeping fees; Contract Administrator; Direct payment from the planCode 13 | 2 | $24,991 | |
Consulting (pension); Recordkeeping fees; Investment management fees paid indirectly by plan; Account maintenance fees; Participant communicationCode 17 | 2 | $15,548 | |
Consulting (general); Custodial (securities); Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Recordkeeping fees; Other feesCode 12 | 1 | $11,928 |
Competitor overlap
Percent of BENEFIT PLAN ADMINISTRATORS'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 BENEFIT PLAN ADMINISTRATORS.
| Sponsor | From | Assets |
|---|---|---|
CONAGRA BRANDS, INC.NE · 470248710-004 | INTECH INVESTMENT MANAGEMENT LLC | $195M |
CATTARAUGUS COMMUNITY ACTION, INC.NY · 160910303-001 | BENEFIT PLANS ADMIN SERVICES, INC. | $2M |
Plans lost in 2024
Appeared last year under BENEFIT PLAN ADMINISTRATORS; not this year.
| Sponsor | To | Assets |
|---|---|---|
JOINT BOARD OF TRUSTEES OF NORTH CENTRAL STATES REGIONAL COUNCIL OFWI · 396079856-001 | US REAL ESTATE INVESTMENT FUND LLC | $1.7B |
BOARD OF TRUSTEES OF WISCONSIN MASONS PENSION FUNDWI · 396185238-001 | BPA OF WI A BENESYS COMPANY | $262M |
TRUSTEES OF INT'L ASSN OF HEAT & FROST I & ASBESTOS WORKERS LOCAL 127WI · 510167810-001 | BPA OF WI A BENESYS COMPANY | $34M |
INTL ASSOC OF HEAT AND FROST INS. & ASB. WKRS 75IN · 352150963-001 | 1834 INVESTMENT ADVISORS CO | $12M |
OPERATIVE PLASTERERS & CEMENT MASONS LOCAL 599 AREA 204 SUPP RET PLANWI · 396185236-002 | BPA OF WI A BENESYS COMPANY | $2M |
BOARD TRUSTEES MILWAUKEE MOTION PICTURE PROJECTIONISTS LOCAL 164 SEVERWI · 391023329-001 | BPA OF WI A BENESYS COMPANY | $51,332 |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES MILWAUKEE DRIVERS PENSION FUNDWI · 396045229-001 | $1.1B | 5,239 | $144,216 | 8y | - |
BOARD OF TRUSTEESWI · 391511099-001 | $477M | 2,471 | $64,498 | 10y | 1 |
BOARD OF TRUSTEES OF THE RETIREMENT PLANWI · 396135887-001 | $374M | 2,461 | $91,669 | 10y | - |
BOARD OF TRUSTEESWI · 390542913-001 | $273M | 2,274 | $61,192 | 10y | - |
PLUMBERS AND PIPEFITTERS ANNUITY FUND LOCAL NO. 520MI · 236489357-003 | $220M | 1,712 | $117,875 | 9y | - |
BOARD OF TRUSTEES, LABORERS PENSION TRUST FUND FOR NORTHERN NEVADANV · 880138600-001 | $207M | 2,771 | $213,218 | 10y | - |
CONAGRA BRANDS, INC.NE · 470248710-004 | $195M | 4,486 | $86,665 | 1y | - |
IRON WORKERS LOCAL 399 ANNUITY FUNDNJ · 222563067-001 | $133M | 1,747 | $28,471 | 8y | - |
ELECTRICAL WORKERS DEFINED CONTRIBUTION PLAN FOR NORTHERN NEVADANV · 880138556-002 | $129M | 3,017 | $75,223 | 10y | - |
WISCONSIN GLAZIERS & GLASSWORKERS MONEY PURCHASE FUNDWI · 391341148-004 | $88M | 568 | $36,769 | 9y | - |
Flag exposure
88.0%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 (17)
Raw Schedule C names collapsed into BENEFIT PLAN ADMINISTRATORS.
- A & I BENEFIT PLAN ADMIN
- A & I BENEFIT PLAN ADMIN., INC.
- A & I BENEFIT PLAN ADMINISTRATOR IN
- A & I BENEFIT PLAN ADMINISTRATORS
- A&I BENEFIT PLAN ADMINISTRATORS
- A&I BENEFIT PLAN ADMINISTRATORS INC
- BENEFIT PLAN ADMINISTRATION
- BENEFIT PLAN ADMINISTRATION OF WI
- BENEFIT PLAN ADMINISTRATION OF WI,
- BENEFIT PLAN ADMINISTRATION OF WISC
- BENEFIT PLAN ADMINISTRATION SERVICE
- BENEFIT PLAN ADMINISTRATIVE SERVICE
- BENEFIT PLAN ADMINISTRATIVE SVCS
- BENEFIT PLAN ADMINISTRATIVESRVCSINC
- BENEFIT PLAN ADMINISTRATORS
- BENEFIT PLAN ADMINISTRATORS, INC.
- BENEFIT PLAN ADMINITRATION OF WI
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 BENEFIT PLAN ADMINISTRATORS'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 | 2 | 8.00% | 26.94% | -18.94 pp |
| Late contributions | 4 | 16.00% | 1.71% | +14.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 3 | 12.00% | 1.76% | +10.24 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 BENEFIT PLAN ADMINISTRATORS. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent