BENEFIT PLANS ADMIN SERVICES, INC.
79 known aliases resolved via the canonical alias map
Market position · 2024
Plans served312-12 YoYRank #81 of mapped providers
Assets under administration$8.9B0.0%Market share · rank #1331
Fees received$14MMedian $22,751/planSum across Schedule C direct + indirect
Net wins YoY-1234 won · 46 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 PLANS ADMIN SERVICES, INC. plan look like?
Service mix · median fees per plan
Count of plans where BENEFIT PLANS ADMIN SERVICES, INC. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Trustee (discretionary); Valuation (appraisals, etc.); Named fiduciary; Participant loan processing; Investment advisory (plan); Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant communicationCode 15 | 176 | $31,349 | |
Sub-transfer agency fees; Contract Administrator; Recordkeeping fees; Investment management fees paid indirectly by plan; Investment advisory (participants); Investment management fees paid directly by plan; Investment advisory (plan)Code 13 | 85 | $9,178 | |
Other services; Other feesCode 49 | 20 | $5,454 | |
Trustee (directed); Participant communication; Direct payment from the plan; Recordkeeping fees; Investment management fees paid directly by plan; Custodial (securities); Investment advisory (plan); Consulting (pension); Investment management fees paid indirectly by planCode 17 | 7 | $55,926 | |
Recordkeeping fees; Other fees; Participant communication; Distribution (12b-1) fees; Claims processing; Investment management; Custodial (securities); Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract AdministratorCode 12 | 6 | $21,896 | |
Plan Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 14 | 5 | $34,884 | |
Custodial (securities); Sub-transfer agency fees; Accounting (including auditing); Shareholder servicing fees; Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Trustee (directed)Code 10 | 4 | $42,567 | |
Custodial (securities)Code 19 | 2 | $71,825 |
Competitor overlap
Percent of BENEFIT PLANS ADMIN SERVICES, 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 BENEFIT PLANS ADMIN SERVICES, INC..
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES OF PENSION FUND OF MAKEUP ARTISTS & HAIR STYLISTSCA · 136116950-001 | ZENITH AMERICAN SOLUTIONS | $156M |
BOARD OF TRUSTEES OF INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERSTX · 751679061-001 | THE BANK OF NEW YORK MELLON | $95M |
CITIZEN ADVOCATES, INC.NY · 141577715-002 | CADARET GRANT & CO INC | $33M |
CAREVET MISSOURI, LLCMO · 831579193-001 | EPIC RETIREMENT PLAN SERVICES | $25M |
RECOVERY CENTERS OF AMERICA HOLDINGS LLCPA · 471498556-001 | MAIN LINE RETIREMENT ADVISORS, LLC | $22M |
PATHFINDER BANKNY · 150408130-002 | BLUE WATER CAPITAL MANAGEMENT LLC | $21M |
CSO ARCHITECTS, INC.IN · 351099003-001 | (new plan) | $20M |
RIZE HOME LLCOH · 340768831-001 | PLANCORP, LLC | $17M |
NEDERLANDER PRODUCTIONSNY · 132589260-001 | MORNINGSTAR | $16M |
SANSONE GROUP, LLCMO · 431821391-001 | KRILOGY FINANCIAL LLC | $13M |
Plans lost in 2024
Appeared last year under BENEFIT PLANS ADMIN SERVICES, INC.; not this year.
| Sponsor | To | Assets |
|---|---|---|
ST. ELIZABETH MEDICAL CENTERNY · 150532245-001 | (new plan) | $102M |
BAXTER SHARED SERVICES, LLCNE · 470778355-002 | FIDELITY INVESTMENTS INSTITUTIONAL | $53M |
BUILDERTREND SOLUTIONS, INC.NE · 205132639-001 | SHERIDAN ROAD ADVISORS LLC | $41M |
HINGHAM INSTITUTION FOR SAVINGSMA · 041442480-002 | (new plan) | $25M |
SOUTHERN ORTHOPEDIC ASSOCIATES SCIL · 371395805-001 | MCF ADVISORS LLC | $23M |
COMMONWEALTH HOLDINGS, INC.NE · 365040351-001 | OSAIC WEALTH INC | $22M |
COMMUNITY ACCESS UNLIMITED, INC.NJ · 222318586-001 | PRINCIPAL LIFE INSURANCE COMPANY | $17M |
FIRST NEBRASKA BANCS, INC.NE · 470524654-001 | LPL FINANCIAL | $16M |
COMMUNITY SUPPORT SERVICES, INC.OH · 237029146-001 | CHARLES SCHWAB & CO., INC. | $15M |
KINGERY PRINTING COMPANYIL · 371070694-001 | VOYA RETIREMENT INSURANCE & ANNUITY | $14M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
KPH HEALTHCARE SERVICES, INC.NY · 150358720-003 | $778M | 4,775 | $406,164 | 10y | - |
BOARD OF TRUSTEES, ENTERTAINMENT INDUSTRY 401(K) PLANCA · 957006851-001 | $723M | 30,812 | $2M | 10y | 1 |
COMMUNITY FINANCIAL SYSTEM, INCNY · 161213679-002 | $474M | 3,729 | $98,613 | 9y | 1 |
HUNTERDON HEALTHCARE SYSTEMNJ · 221537688-006 | $236M | 3,500 | $221,508 | 10y | 1 |
BOARD OF TRUSTEES - ANNUITY FUND LOCAL 764NY · 133720229-002 | $177M | 3,204 | $102,340 | 2y | - |
BOARD OF TRUSTEES - PENSION FUND LOCAL 764NY · 136137855-001 | $171M | 2,497 | $127,185 | 2y | - |
BOARD OF TRUSTEES OF PENSION FUND OF MAKEUP ARTISTS & HAIR STYLISTSCA · 136116950-001 | $156M | 1,921 | $102,722 | 1y | - |
BUILDERS SUPPLY CO., INC.NE · 470407285-001 | $118M | 335 | $0 | 9y | - |
MAREK SHARED SERVICES LLCTX · 872364318-002 | $117M | 1,572 | $66,751 | 3y | 1 |
SIGNATURE MEDICAL GROUP, INC.MO · 431696710-001 | $115M | 599 | $40,469 | 2y | - |
Flag exposure
86.2%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 (79)
Raw Schedule C names collapsed into BENEFIT PLANS ADMIN SERVICES, INC..
- A & I BENEFIT PLANS ADMINISTRATORS
- BENEFIT PLAN ADMIN SERIVES, INC.
- BENEFIT PLAN ADMIN SERIVES, INV.
- BENEFIT PLAN ADMIN SERVICE
- BENEFIT PLAN ADMIN SERVICE INC
- BENEFIT PLAN ADMIN SERVICE LLC
- BENEFIT PLAN ADMIN SERVICE, INC.
- BENEFIT PLAN ADMIN SERVICES
- BENEFIT PLAN ADMIN SERVICES INC.
- BENEFIT PLAN ADMIN SERVICES LLC
- BENEFIT PLAN ADMIN SERVICES, INC
- BENEFIT PLAN ADMIN SERVICES, INC.
- BENEFIT PLAN ADMIN SERVICES,INC.
- BENEFIT PLANS
- BENEFIT PLANS ADIMINSTRATIVE SERVIC
- BENEFIT PLANS ADM TRUST COMP OF PR
- BENEFIT PLANS ADMIN
- BENEFIT PLANS ADMIN SERV LLC
- BENEFIT PLANS ADMIN SERVCIES INC
- BENEFIT PLANS ADMIN SERVCIES, INC.
- BENEFIT PLANS ADMIN SERVICE
- BENEFIT PLANS ADMIN SERVICE, INC.
- BENEFIT PLANS ADMIN SERVICES
- BENEFIT PLANS ADMIN SERVICES INC
- BENEFIT PLANS ADMIN SERVICES 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 BENEFIT PLANS ADMIN SERVICES, 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 | 10 | 3.21% | 7.76% | -4.56 pp |
| Fidelity bond gap | 22 | 7.05% | 26.94% | -19.89 pp |
| Late contributions | 96 | 30.77% | 1.71% | +29.06 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 46 | 14.74% | 1.76% | +12.98 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 PLANS ADMIN SERVICES, INC.. Compare to the incumbent market share (0.5%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.5 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).