BLUE CHIP RETIREMENT PLANS, INC.
70 known aliases resolved via the canonical alias map
Market position · 2024
Plans served147+20 YoYRank #152 of mapped providers
Assets under administration$30.4B0.0%Market share · rank #500
Fees received$7MMedian $12,000/planSum across Schedule C direct + indirect
Net wins YoY+1743 won · 26 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 BLUE CHIP RETIREMENT PLANS, INC. plan look like?
Service mix · median fees per plan
Count of plans where BLUE CHIP RETIREMENT PLANS, INC. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Contract AdministratorCode 13 | 76 | $10,000 | |
Other services; Accounting (including auditing)Code 10 | 28 | $13,563 | |
Other feesCode 99 | 16 | $8,686 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the planCode 15 | 6 | $22,181 | |
Plan Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 14 | 4 | $109,608 | |
Investment advisory (plan)Code 27 | 4 | $6,031 | |
Investment management; Investment management fees paid indirectly by plan; Investment management fees paid directly by planCode 28 | 3 | $608,277 | |
Other servicesCode 49 | 3 | $6,870 |
Competitor overlap
Percent of BLUE CHIP RETIREMENT PLANS, 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 BLUE CHIP RETIREMENT PLANS, INC..
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES OF NYCDCC PENSION FUNDNY · 510174276-001 | NB DYAL ADVISORS LLC | $5.1B |
GARLAND INDUSTRIES, INCOH · 341115246-002 | (new plan) | $2.0B |
BD OF TEES HEATING, PIPING & REFRIGERATION PENSION FUNDMD · 521058013-001 | NB DYAL ADVISORS LLC | $1.2B |
YWCA RETIREMENT FUND, INC.NY · 131624231-001 | HEXAGON GLOBAL IT SERVICES PRIVATE | $407M |
LYFT, INC.CA · 208809830-001 | SAGEVIEW ADVISORY GROUP, LLC | $375M |
MILES & STOCKBRIDGE P.C.MD · 521852131-001 | CREATIVE PLANNING LLC | $195M |
CUA OPCO, LLCMD · 812954717-001 | COASTAL PENSION SERVICES | $171M |
DOREL JUVENILE GROUP, INC.IN · 042836423-002 | SAGEVIEW ADVISORY GROUP, LLC | $33M |
THE KMW GROUP, INC.MI · 382639221-001 | UBS FINANCIAL SERVICES INC | $31M |
ARROW FASTENER CO., LLCNJ · 221818358-001 | PLANTE & MORAN, PLLC | $30M |
Plans lost in 2024
Appeared last year under BLUE CHIP RETIREMENT PLANS, INC.; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES, CALIFORNIA IRONWORKERS FIELD PENSION TRUST FUNCA · 956042866-001 | OLYMPIC STAFFING SERVICES | $3.0B |
UNIVERSITY HOSPITALS HEALTH SYSTEMOH · 340714775-333 | MERRILL LYNCH PIERCE FENNER & SMITH | $891M |
SCHEELS ALL SPORTS, INC.ND · 450306649-002 | SBT OF FARGO | $838M |
SPX ENTERPRISES, LLCNC · 881769617-005 | FIDELITY INVESTMENTS INSTITUTIONAL | $826M |
BOARD OF TRUSTEES IRON WORKERSMA · 042591016-001 | AMERICAN REALTY ADVISORS | $640M |
HOWARD UNIVERSITYDC · 530204707-001 | PIMCO FUNDS | $602M |
OHIO BRICKLAYERS PENSION PLANMI · 516029565-001 | BENDA, GRACE, STULZ & COMPANY, P.C. | $103M |
DOREL U.S.A., INC.IN · 351851471-011 | GREAT-WEST LIFE & ANNUITY INSURANCE | $83M |
INNOVATIVE DISCOVERY EMPLOYMENT SERVICES COMPANY, INC.VA · 821582174-001 | KESTRA INVESTMENT SERVICES LLC | $32M |
COMMUNITY BANCSHARES, INC.MO · 431218711-003 | NEWPORT GROUP, INC. | $27M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
WELLS FARGO & COMPANYMN · 410449260-001 | $8.3B | 165,927 | $2M | 2y | - |
BOARD OF TRUSTEES OF NYCDCC PENSION FUNDNY · 510174276-001 | $5.4B | 30,149 | $168,272 | 2y | - |
CUMMINS INC.IN · 350257090-001 | $3.2B | 44,593 | $122,400 | 5y | - |
BOARD OF TRUSTEES OF THE EQUITY-LEAGUE PENSION TRUST FUNDNY · 136696817-001 | $2.4B | 48,302 | $608,277 | 1y | - |
GARLAND INDUSTRIES, INCOH · 341115246-002 | $2.0B | 1,601 | $40,822 | 1y | - |
BD OF TEES HEATING, PIPING & REFRIGERATION PENSION FUNDMD · 521058013-001 | $1.2B | 7,015 | $371,763 | 1y | - |
BD OF TRUSTEES PDC PENSION FUNDMA · 046043807-001 | $806M | 4,737 | $24,297 | 1y | - |
AISIN HOLDINGS OF AMERICA, INC.IN · 952661290-001 | $571M | 11,941 | $17,500 | 3y | - |
CALIFORNIA PHYSICIANS SERVICE DBA BLUE SHIELD OF CALIFORNIACA · 940360524-001 | $562M | 6,718 | $1M | 10y | - |
MERITOR, INC.IN · 383354643-336 | $546M | 9,980 | $39,000 | 2y | - |
Flag exposure
83.7%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 (70)
Raw Schedule C names collapsed into BLUE CHIP RETIREMENT PLANS, INC..
- BLUE
- BLUE & CO
- BLUE & CO LLC
- BLUE & CO LLC FEE
- BLUE & CO, LLC
- BLUE & CO.
- BLUE & CO. LLC
- BLUE & CO., LLC
- BLUE & CO., LLC.
- BLUE & CO.,LLC
- BLUE & COMPANY
- BLUE & COMPANY LLC
- BLUE & COMPANY, LLC
- BLUE AND CO LLC
- BLUE AND CO., LLC
- BLUE AND COMPANY
- BLUE AND COMPANY LLC
- BLUE AND COMPANY, LLC
- BLUE BIRD CORPORATION
- BLUE CEDAR LANDSCAPE
- BLUE CHIP RETIREMENT PLANS
- BLUE CHIP RETIREMENT PLANS INC
- BLUE CHIP RETIREMENT PLANS INC.
- BLUE CHIP RETIREMENT PLANS INCRANCE
- BLUE CHIP RETIREMENT PLANS, IN
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 BLUE CHIP RETIREMENT PLANS, 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 | 6 | 4.08% | 7.76% | -3.68 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 23 | 15.65% | 1.71% | +13.93 pp |
| Failed to provide benefit | 1 | 0.68% | 0.14% | +0.54 pp |
| Corrective distributions | 16 | 10.88% | 1.76% | +9.13 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 BLUE CHIP RETIREMENT PLANS, INC.. Compare to the incumbent market share (0.2%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.2 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).