BOND BROTHERS
25 known aliases resolved via the canonical alias map
Market position · 2024
Plans served11-1 YoYRank #1370 of mapped providers
Assets under administration$13.9B0.0%Market share · rank #1342
Fees received$207,969Median $13,920/planSum across Schedule C direct + indirect
Net wins YoY-21 won · 3 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 BOND BROTHERS plan look like?
Service mix · median fees per plan
Count of plans where BOND BROTHERS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Copying and duplicatingCode 36 | 7 | $10,549 | |
Other servicesCode 49 | 4 | $16,622 |
Competitor overlap
Percent of BOND BROTHERS'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 BOND BROTHERS.
| Sponsor | From | Assets |
|---|---|---|
TRUSTEES OF MIDWEST OPERATING ENGINEERS RETIREMENT ENHANCEMENT FUNDIL · 510669630-001 | LEGACY PROFESSIONALS LLP | $637M |
Plans lost in 2024
Appeared last year under BOND BROTHERS; not this year.
| Sponsor | To | Assets |
|---|---|---|
TRUSTEES OF THE MIDWEST OPERATING ENGINEERS PENSION TRUST FUNDIL · 366140097-001 | BRIDGEWAY BENEFIT TECHNOLOGIES | $5.4B |
TRUSTEES OF PIPE FITTERS ASSOCIATION LOCAL 597IL · 361820310-002 | AMALGAMATED BANK | $2.2B |
TRUSTEES OF LOCAL 743 IB OF TIL · 366523353-001 | BENEFITS MANAGEMENT GROUP, INC. | $14M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BD OF TRUSTEES, CHICAGO & VICINITY LABORERS' DISTR. COUNCIL PENS FUNDIL · 362514514-002 | $5.2B | 30,331 | $85,433 | 1y | - |
TRUSTEES OF PIPE FITTERS RETIREMENT FUND LOCAL 597IL · 626105084-001 | $3.0B | 14,689 | $19,323 | 8y | - |
BOARD OF TRUSTEES OF CHICAGO PAINTERS AND DECORATORS PENSION FDIL · 516030238-001 | $1.2B | 6,443 | $14,244 | 10y | - |
TRUSTEES OF SUBURBAN TEAMSTERS OF NORTHERN ILLINOIS PENSION FUNDIL · 366155778-001 | $922M | 10,032 | $7,250 | 4y | - |
BOARD OF TRUSTEES OF THE SHEET METAL WORKERS 73 PENSION FUNDIL · 516126221-001 | $786M | 5,310 | $18,700 | 10y | - |
TRUSTEES OF MIDWEST OPERATING ENGINEERS RETIREMENT ENHANCEMENT FUNDIL · 510669630-001 | $758M | 16,681 | $10,549 | 2y | - |
BD OF TRUSTEES-STRUCTURAL IW #1 PENSION PLANIL · 362872442-001 | $664M | 3,189 | $13,920 | 10y | - |
TRUSTEES OF THE SMART LOCAL 265 PENSION FUNDIL · 366168611-001 | $607M | 3,363 | $7,747 | 10y | - |
IRONWORKERS NATIONAL PENSION PLAN BOARD OF TRUSTEESIL · 526122274-001 | $503M | 13,533 | $16,823 | 10y | - |
TRUSTEE OF EXCV & PVRS LOCAL 731 PENSION TRUST FUNDIL · 366513565-001 | $207M | 1,614 | $8,602 | 9y | - |
Flag exposure
90.9%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 (25)
Raw Schedule C names collapsed into BOND BROTHERS.
- BOND & COMPANY
- BOND BEEBE
- BOND BEEBE A PROFESSIONAL CORP
- BOND BEEBE ACCOUNTANTS AND ADVISORS
- BOND BEEBE LLP
- BOND BEEBE P.C.
- BOND BEEBE PC
- BOND BEEBE, LLP
- BOND BEEBE, P.C
- BOND BEEBE, P.C.
- BOND BEEBE, PC
- BOND BEEBE, PC.
- BOND BEEBEE, P.C.
- BOND BROTHERS
- BOND BROTHERS & CO
- BOND BROTHERS & CO INC
- BOND BROTHERS & CO. INC
- BOND BROTHERS & CO. INC.
- BOND BROTHERS & CO., INC.
- BOND BROTHERS & COMPANY
- BOND BROTHERS AND CO INC
- BOND BROTHERS AND COMPANY
- BOND SCHOENECK KING
- BOND, SCHOENECK & KING
- BONDS BROTHERS & CO. 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 BOND BROTHERS'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 | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 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 BOND BROTHERS. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 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).