CHURCHILL MANAGEMENT GROUP
5 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4+2 YoYRank #2514 of mapped providers
Assets under administration$47.6B0.1%Market share · rank #336
Fees received$39,090Median $10,140/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 CHURCHILL MANAGEMENT GROUP plan look like?
Service mix · median fees per plan
Count of plans where CHURCHILL MANAGEMENT GROUP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management fees paid directly by plan; Investment advisory (participants)Code 26 | 4 | $10,140 |
Competitor overlap
Percent of CHURCHILL MANAGEMENT GROUP'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 CHURCHILL MANAGEMENT GROUP.
| Sponsor | From | Assets |
|---|---|---|
APPLE INC.CA · 942404110-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $24.7B |
DELTA AIR LINES, INC.GA · 580218548-004 | FINANCIAL ENGINES | $19.0B |
Plans lost in 2024
Appeared last year under CHURCHILL MANAGEMENT GROUP; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
APPLE INC.CA · 942404110-001 | $24.7B | 145,428 | $12,293 | 2y | 1 |
DELTA AIR LINES, INC.GA · 580218548-004 | $19.0B | 112,027 | $6,160 | 1y | 1 |
CACI INTERNATIONAL, INC.VA · 541345888-002 | $3.9B | 33,177 | $7,986 | 6y | - |
INCYTE PATHOLOGY, PSWA · 910845805-001 | $60M | 616 | $12,651 | 10y | - |
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 (5)
Raw Schedule C names collapsed into CHURCHILL MANAGEMENT GROUP.
- CHURCHILL MANAGEMENT
- CHURCHILL MANAGEMENT CORP
- CHURCHILL MANAGEMENT CORPORATION
- CHURCHILL MANAGEMENT GROUP
- CHURCHILL MGMT GROUP
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 CHURCHILL MANAGEMENT GROUP'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 | 1 | 25.00% | 1.71% | +23.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 25.00% | 1.76% | +23.24 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 CHURCHILL MANAGEMENT GROUP. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent