BPAS ACTUARIAL & PENSION SERVICES
26 known aliases resolved via the canonical alias map
Market position · 2024
Plans served89-7 YoYRank #223 of mapped providers
Assets under administration$2.1B0.0%Market share · rank #3002
Fees received$3MMedian $27,600/planSum across Schedule C direct + indirect
Net wins YoY-814 won · 22 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 BPAS ACTUARIAL & PENSION SERVICES plan look like?
Service mix · median fees per plan
Count of plans where BPAS ACTUARIAL & PENSION SERVICES ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant communication; Direct payment from the plan; Actuarial; Recordkeeping fees; Consulting (pension); Consulting feesCode 11 | 34 | $36,873 | |
Trustee (directed); Recordkeeping and information management (computing, tabulating, data processing, etc.); Shareholder servicing fees; Trustee (bank, trust company, or similar financial institution); Recordkeeping fees; Custodial (securities); Sub-transfer agency fees; Participant loan processingCode 15 | 18 | $26,321 | |
Recordkeeping fees; Participant loan processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant communication; Custodial (securities); Contract AdministratorCode 13 | 14 | $10,769 | |
Trustee (directed); Trustee (bank, trust company, or similar financial institution); Custodial (securities)Code 19 | 8 | $12,194 | |
Trustee (directed); Trustee (bank, trust company, or similar financial institution)Code 21 | 5 | $8,772 | |
Investment management fees paid directly by plan; Investment advisory (plan)Code 27 | 3 | $19,562 | |
Other servicesCode 49 | 3 | $94 | |
Trustee (individual); Accounting (including auditing)Code 10 | 2 | $29,097 |
Competitor overlap
Percent of BPAS ACTUARIAL & PENSION SERVICES'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 BPAS ACTUARIAL & PENSION SERVICES.
| Sponsor | From | Assets |
|---|---|---|
ONEIDA HEALTHCARE CENTERNY · 161492011-002 | NATIONAL FINANCIAL SERVICES | $76M |
BUTLER HEALTHCARE PROVIDERSPA · 250965274-001 | PNC BANK, N.A. | $70M |
KAUFMAN DOLOWICH,LLPNY · 113391604-001 | FUSION FAMILY WEALTH, LLC | $44M |
BUTLER HEALTHCARE PROVIDERSPA · 250965274-002 | PNC BANK, N.A. | $38M |
MONROE PLAN FOR MEDICAL CARE, INC.NY · 160973194-002 | COMMONWEALTH FINANCIAL NETWORK | $25M |
RLC ENGINEERING, LLCME · 205648923-001 | (new plan) | $16M |
PRECISION GRINDING & MANUFACTURING CORP.NY · 160924683-002 | GREAT-WEST LIFE & ANNUITY INSURANCE | $13M |
HORSCHEL BROTHERS PRECISION, LLCNY · 161471326-001 | LIFETIME BENEFIT SOLUTIONS | $12M |
THE CARING COALITION OF CENTRAL NEW YORKNY · 161047041-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $9M |
KNOWLTON TECHNOLOGIES, LLCNY · 471424475-002 | (new plan) | $7M |
Plans lost in 2024
Appeared last year under BPAS ACTUARIAL & PENSION SERVICES; not this year.
| Sponsor | To | Assets |
|---|---|---|
PREFERRED MUTUAL INSURANCE COMPANYNY · 150420080-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $49M |
STAFF-LINE, INC. DBA ETHAN ALLEN HR SERVICESNY · 141751414-333 | AMERITAS LIFE INSURANCE CORP | $37M |
TEVA PR LLCPR · 660638938-001 | BENEFIT PLANS ADMIN SERVICES, INC. | $32M |
GE INDUSTRIAL OF PR, LLCPR · 660685559-002 | BENEFIT PLANS ADMIN SERVICES, INC. | $19M |
THE MERION CRICKET CLUBPA · 230868340-002 | PRINCIPAL LIFE INSURANCE COMPANY | $11M |
TELEMUNDO OF PUERTO RICOPR · 660612727-001 | BENEFIT PLANS ADMIN SERVICES, INC. | $11M |
SWIRL CORP.PR · 660720233-001 | (new plan) | $7M |
THE ASSOCIATION OF THE BAR OF THE CITY OF NEW YORKNY · 130453095-001 | WILMINGTON TRUST | $6M |
VISITING NURSE ASSOCIATION OF CENTRAL NEW YORKNY · 150536614-001 | (new plan) | $4M |
RIO MAR HOSPITALITY MANAGEMENT LLCPR · 661001258-001 | MASSACHUSETTS MUTUAL LIFE INS. CO. | $3M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
HUNTERDON MEDICAL CENTERNJ · 221537688-005 | $188M | 1,590 | $46,456 | 8y | - |
NBT BANCORP INC.NY · 161268674-001 | $125M | 2,538 | $91,526 | 10y | - |
ST. BARNABAS HOSPITAL INC.NY · 131740122-001 | $91M | 956 | $87,300 | 10y | - |
COMMUNITY COMPUTER SERVICE, INC.NY · 160958181-001 | $79M | 278 | $8,265 | 3y | - |
ONEIDA HEALTHCARE CENTERNY · 161492011-002 | $76M | 1,426 | $27,000 | 2y | - |
BUTLER HEALTHCARE PROVIDERSPA · 250965274-001 | $70M | 2,053 | $178,008 | 8y | - |
BURNS ENGINEERING, INC.PA · 231602491-002 | $66M | 421 | $118,204 | 10y | - |
WHITE PLAINS HOSPITAL CENTER C/O HUMAN RESOURCE COMMITTEENY · 131740130-004 | $66M | 565 | $56,850 | 10y | - |
ARROW FINANCIAL CORPORATIONNY · 222448962-001 | $64M | 834 | $80,130 | 9y | - |
KAUFMAN DOLOWICH,LLPNY · 113391604-001 | $44M | 506 | $1,625 | 1y | - |
Flag exposure
89.9%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 (26)
Raw Schedule C names collapsed into BPAS ACTUARIAL & PENSION SERVICES.
- BPAS
- BPAS (TPA-GR)
- BPAS ACTUARIAL & PENISON SERVICES
- BPAS ACTUARIAL & PENSION SERVICES
- BPAS ACTUARIAL & PENSION, L.L.C.
- BPAS ACTUARIAL AND PENSI
- BPAS ACTUARIAL AND PENSION
- BPAS ACTUARIAL AND PENSION SERIVCES
- BPAS ACTUARIAL AND PENSION SERVICES
- BPAS ACTURIAL AND PENSION SERVICES
- BPAS ADMINISTRATIVE SERVICES, LLC
- BPAS FIDUCIARY SERVICES
- BPAS LLC
- BPAS SERVICE LLC
- BPAS SERVICES, LLC
- BPAS TPA SERVCES
- BPAS TPA SERVICES
- BPAS TRUST CO OF PUERTO RICO
- BPAS TRUST COMP OF PUERTO RICO
- BPAS TRUST COMPANY
- BPAS TRUST COMPANY OF PR
- BPAS TRUST COMPANY OF PUERTO RICO
- BPAS, INC
- BPAS, INC.
- BPAS, LLC
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 BPAS ACTUARIAL & PENSION SERVICES'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 | 8 | 8.99% | 26.94% | -17.95 pp |
| Late contributions | 16 | 17.98% | 1.71% | +16.26 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 9 | 10.11% | 1.76% | +8.35 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 BPAS ACTUARIAL & PENSION SERVICES. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 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).