CARPENTERS COMBINED FUNDS INC.
8 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4+1 YoYRank #2135 of mapped providers
Assets under administration$3.4B0.0%Market share · rank #1880
Fees received$6MMedian $1M/planSum across Schedule C direct + indirect
Net wins YoY+22 won · 0 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 CARPENTERS COMBINED FUNDS INC. plan look like?
Service mix · median fees per plan
Count of plans where CARPENTERS COMBINED FUNDS INC. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Contract Administrator; Direct payment from the planCode 13 | 3 | $1,724,864 | |
Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Plan AdministratorCode 14 | 1 | $114,074 |
Competitor overlap
Percent of CARPENTERS COMBINED FUNDS 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 CARPENTERS COMBINED FUNDS INC..
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES, SOUTHWEST CARPENTERS ANNUITY FUNDCA · 880135694-002 | CARPENTERS SOUTHWEST ADMIN CORP. | $1.1B |
BOARD OF TRUSTEES, NORTHWEST CARPENTERS RETIREMENT PLANCA · 916029051-001 | DAVIS WRIGHT TREMAINE | $0 |
Plans lost in 2024
Appeared last year under CARPENTERS COMBINED FUNDS INC.; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
GREATER PENNSYLVANIA CARPENTERS' PENSION FUNDPA · 256135570-001 | $1.7B | 21,052 | $2M | 10y | 1 |
BOARD OF TRUSTEES, SOUTHWEST CARPENTERS ANNUITY FUNDCA · 880135694-002 | $1.1B | 93,934 | $3M | 1y | - |
GREATER PENNSYLVANIA CARPENTERS' ANNUITY AND SAVINGS FUNDPA · 256107170-001 | $592M | 21,196 | $809,800 | 10y | - |
BOARD OF TRUSTEES, NORTHWEST CARPENTERS RETIREMENT PLANCA · 916029051-001 | $0 | 0 | $114,074 | 1y | 1 |
Flag exposure
75.0%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 (8)
Raw Schedule C names collapsed into CARPENTERS COMBINED FUNDS INC..
- CARPENTERS BENEFIT FUNDS OF PHILADE
- CARPENTERS BENFIT FUNDS OF PHILA
- CARPENTERS COMBINED FUNDS INC.
- CARPENTERS PENSION & ANNUITY OF PHI
- CARPENTERS PENSION FUND OF IL
- CARPENTERS SERVICES ADMIN CORP
- CARPENTERS SERVICES ADMIN. CORP.
- CARPENTERS SOUTHWEST ADMINISTRATIVE
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 CARPENTERS COMBINED FUNDS 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 | 1 | 25.00% | 7.76% | +17.24 pp |
| Fidelity bond gap | 1 | 25.00% | 26.94% | -1.94 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 CARPENTERS COMBINED FUNDS INC.. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent