BENESYS, INC.
28 known aliases resolved via the canonical alias map
Market position · 2024
Plans served279-17 YoYRank #88 of mapped providers
Assets under administration$84.7B0.1%Market share · rank #174
Fees received$36MMedian $67,196/planSum across Schedule C direct + indirect
Net wins YoY-1333 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 BENESYS, INC. plan look like?
Service mix · median fees per plan
Count of plans where BENESYS, INC. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Sales loads (front end and deferred); Participant communication; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Direct payment from the plan; Plan Administrator; Copying and duplicatingCode 13 | 119 | $90,382 | |
Direct payment from the plan; Consulting (pension); ActuarialCode 11 | 76 | $42,707 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Plan Administrator; Direct payment from the planCode 14 | 37 | $79,440 | |
Recordkeeping fees; Participant communication; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Accounting (including auditing); Contract AdministratorCode 10 | 30 | $115,665 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the planCode 15 | 14 | $44,331 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant communication; Direct payment from the plan; Plan Administrator; Claims processingCode 12 | 9 | $105,294 | |
Other services; Direct payment from the planCode 49 | 6 | $15,607 | |
Direct payment from the plan; Consulting (general)Code 16 | 2 | $10,000 |
Competitor overlap
Percent of BENESYS, 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 BENESYS, INC..
| Sponsor | From | Assets |
|---|---|---|
UMWA 1974 PENSION TRUST BOARD OF TRUSTEESDC · 521050282-002 | STRATEGIC ADVISORS, INC. | $3.5B |
JOINT BOARD OF TRUSTEES OF THE DRIVERS AND HELPERS LOCAL NO. 355MD · 526043608-001 | ROTHSCHILD ASSET MANAGEMENT | $732M |
PLUMBERS AND STEAMFITTERS LOCAL 486 SEVERANCE AND ANNUITY/401(K) PLANMD · 521190205-001 | BENEFITS ADMINISTRATION CORPORATION | $392M |
PLUMBERS AND STEAMFITTERS 486 PENSION FUND BOARD OF TRUSTEESMD · 526124449-001 | GCM GROSVENOR | $382M |
UNITED ASSOCIATED PENSION FUND LOCAL 13NY · 160778864-001 | MANNING & NAPIER | $373M |
ISC PLASTERERS & CEMENT MASONS PENSION FUNDIN · 356244876-001 | HEALTHSCOPE BENEFITS | $349M |
HAWAII SHEET METAL WORKERS PENSION FUNDHI · 996009479-001 | LOTSOFF | $289M |
BRICKLAYERS AND TROWEL TRADES INTERNATIONAL PENSION FUNDDC · 526127746-003 | O'DWYER & BERNSTEIN, LLP | $265M |
BOARD OF TRUSTEES OF LOCAL 553 PENSION FUNDNY · 136637826-001 | WITHUMSMITH+BROWN, PC | $253M |
BOARD OF TRUSTEES THREE RIVERS ANNUITY FUNDOH · 256148728-001 | JOHN HANCOCK LIFE INSURANCE COMPANY | $214M |
Plans lost in 2024
Appeared last year under BENESYS, INC.; not this year.
| Sponsor | To | Assets |
|---|---|---|
TRUSTEES OF THE MIDWEST OPERATING ENGINEERS PENSION TRUST FUNDIL · 366140097-001 | BRIDGEWAY BENEFIT TECHNOLOGIES | $5.4B |
BOARD OF TRUSTEES OF MASSACHUSETTS LABORERS' PENSION FUNDMA · 046128298-001 | BRIDGEWAY BENEFIT TECHNOLOGIES | $2.3B |
BRICKLAYERS & TROWEL TRADES INTL PENSION FD BD OF TRUSTEEDC · 526127746-001 | AXCELUS FINANCIAL | $1.8B |
THE CULTURAL INSTITUTIONS RETIREMENT SYSTEMNY · 112001170-001 | SCHULTE ROTH & ZABEL LLP | $1.5B |
LABORERS' DISTRICT COUNCIL CONSTRUCTION INDUSTRY PENSION FUNDPA · 236235338-001 | BOYD WATTERSON ASSET MANAGEMENT | $1.1B |
CONSTRUCTION LABORERS PENSION TRUST OF GREATER ST. LOUIS TRUSTEESMO · 436142465-001 | BRIDGEWAY BENEFIT TECHNOLOGIES | $1.0B |
TRUSTEES OF UFCW UNIONS & EMPLOYERS MIDWEST PENSION FUNDIL · 366508328-001 | WILSON-MCSHANE CORPORATION | $713M |
BOARD OF TRUSTEES OF THE ROAD CARRIERS LOCAL 707 PENSION FUNDNY · 516106510-001 | HORNOR TOWNSEND & KENT INC | $680M |
BOARD OF TRUSTEES OF GRAPHIC ARTS INDUSTRY JOINT PENSION PLANVA · 521074215-001 | PENSION BENEFIT INFORMATION | $573M |
BOARD OF TRUSTEES TEAMSTERS LOCAL 641 PENSION FUNDNJ · 226220288-001 | MORGAN STANLEY SMITH BARNEY | $568M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRUSTEES OF I.B. OF T. UNION LOCAL 710 PENSION FUNDIL · 362377656-001 | $4.5B | 21,566 | $173,643 | 8y | - |
UMWA 1974 PENSION TRUST BOARD OF TRUSTEESDC · 521050282-002 | $3.8B | 71,051 | $174,673 | 6y | 1 |
TRUSTEES OF OHIO CARPENTERS' PENSION PLANMI · 346574360-001 | $2.1B | 31,115 | $2M | 10y | - |
BOT OF IUOE STATIONARY ENGINEERS LOCAL 39 PENSION PLANCA · 946118939-001 | $2.0B | 10,962 | $252,316 | 10y | - |
JOINT BOARD OF TRUSTEES OF NORTH CENTRAL STATES REGIONAL COUNCIL OFWI · 396079856-001 | $1.8B | 18,092 | $151,037 | 10y | - |
BOARD OF TRUSTEES - INDIANA LABORERS PENSION FUNDIN · 356027150-001 | $1.8B | 28,807 | $110,307 | 10y | - |
BOARD OF TRUSTEES INDIANA/KENTUCKY/OHIO REGIONAL COUNCIL CARPENTERS PEMI · 516123713-001 | $1.8B | 13,860 | $695,135 | 10y | - |
JOINT BOARD OF TRUSTEES TEAMSTERS LOCAL 639 - EMPLOYERS PENSION TRUSTDC · 530237142-001 | $1.7B | 9,501 | $728,202 | 6y | - |
B OF T, NORTHWEST SHEET METAL WORKERS PENSION PLANOR · 916061344-001 | $1.7B | 9,374 | $315,249 | 10y | - |
GREATER PENNSYLVANIA CARPENTERS' PENSION FUNDPA · 256135570-001 | $1.7B | 21,052 | $10,600 | 2y | 1 |
Flag exposure
91.8%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 (28)
Raw Schedule C names collapsed into BENESYS, INC..
- BENESYS
- BENESYS ADMINISTRATION
- BENESYS ADMINISTRATORS
- BENESYS ADMINISTRATORS INC
- BENESYS ADMINISTRATORS INC.
- BENESYS ADMINISTRATORS, INC.
- BENESYS ADMINSTRATORS
- BENESYS INC
- BENESYS INC.
- BENESYS, INC
- BENESYS, INC.
- BENESYS,INC
- BENESYS,INC.
- BENSYS INC
- BENSYS, INC.
- INNOVATIVE SOFTWARE & SOLUTIONS INC
- INNOVATIVE SOFTWARE SOLUTIONS
- INNOVATIVE SOFTWARE SOLUTIONS INC
- INNOVATIVE SOFTWARE SOLUTIONS INC.
- INNOVATIVE SOFTWARE SOLUTIONS, INC
- INNOVATIVE SOFTWARE SOLUTIONS, INC.
- INNOVATIVE SOFTWARE SOLUTIONS, LLC
- INNOVATIVE SOFTWARE SOLUTIONS,INC.
- UNITED ACTUARIAL SERVICES
- UNITED ACTUARIAL 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 BENESYS, 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 | 2 | 0.72% | 7.76% | -7.05 pp |
| Fidelity bond gap | 2 | 0.72% | 26.94% | -26.22 pp |
| Late contributions | 26 | 9.32% | 1.71% | +7.61 pp |
| Failed to provide benefit | 1 | 0.36% | 0.14% | +0.22 pp |
| Corrective distributions | 1 | 0.36% | 1.76% | -1.40 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 BENESYS, INC.. 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).