CHICAGO EQUITY PARTNERS
12 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4+1 YoYRank #2426 of mapped providers
Assets under administration$2.3B0.0%Market share · rank #2864
Fees received$173,264Median $36,563/planSum across Schedule C direct + indirect
Net wins YoY+11 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 CHICAGO EQUITY PARTNERS plan look like?
Service mix · median fees per plan
Count of plans where CHICAGO EQUITY PARTNERS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; ActuarialCode 11 | 3 | $38,825 | |
Direct payment from the plan; Investment managementCode 28 | 1 | $23,446 |
Competitor overlap
Percent of CHICAGO EQUITY PARTNERS'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 CHICAGO EQUITY PARTNERS.
| Sponsor | From | Assets |
|---|---|---|
CC SERVICES, INC.IL · 813990245-334 | MIDDLEGROUND CAPITAL | $2.0B |
Plans lost in 2024
Appeared last year under CHICAGO EQUITY PARTNERS; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
CC SERVICES, INC.IL · 813990245-334 | $2.0B | 6,523 | $23,446 | 1y | - |
B.A.C. LOCAL NO. 4 PENSION FUNDNJ · 226041493-001 | $142M | 1,601 | $38,825 | 5y | - |
BRICKLAYERS & ALLIED CRAFTWORKERS LOCAL NO. 5 PENSION PLANNJ · 800083075-001 | $84M | 1,264 | $34,300 | 5y | - |
BOARD OF TRUSTEES - TEAMSTERS LOCAL 11 PENSION FUNDNJ · 226172223-001 | $78M | 1,901 | $76,693 | 7y | - |
Flag exposure
100.0%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 (12)
Raw Schedule C names collapsed into CHICAGO EQUITY PARTNERS.
- CHICAGO BENEFIT CONSULTANTS
- CHICAGO BENEFIT CONSULTANTS INC.
- CHICAGO CAPITAL MANAGEMENT
- CHICAGO CAPITAL MANAGEMENT, LLC
- CHICAGO EQUITY
- CHICAGO EQUITY PARTNER LLC
- CHICAGO EQUITY PARTNERS
- CHICAGO EQUITY PARTNERS LLC
- CHICAGO EQUITY PARTNERS, LLC
- CHICAGO INVESTMENT GROUP, LLC -
- CHICAGO PACIFIC FOUNDERS FUND, L.P
- CHICAGO TITLE COMPANY
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 CHICAGO EQUITY PARTNERS'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 CHICAGO EQUITY PARTNERS. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent