EBERTS & HARRISON
9 known aliases resolved via the canonical alias map
Market position · 2024
Plans served11-1 YoYRank #1110 of mapped providers
Assets under administration$2.5B0.0%Market share · rank #2684
Fees received$483,238Median $11,978/planSum across Schedule C direct + indirect
Net wins YoY+03 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 EBERTS & HARRISON plan look like?
Service mix · median fees per plan
Count of plans where EBERTS & HARRISON ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Insurance brokerage commissions and fees; Insurance agents and brokersCode 22 | 6 | $11,686 | |
Insurance services; Other feesCode 23 | 4 | $13,739 | |
Other insurance fees and expensesCode 73 | 1 | $5,453 |
Competitor overlap
Percent of EBERTS & HARRISON'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 EBERTS & HARRISON.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES OF THE AMALGAMATED TRANSIT UNIONIL · 522059290-001 | QUORUM CONSULTING GROUP | $267M |
CLEVELAND LONGSHOREMEN'S PENSION FUNDOH · 346582620-001 | HORIZON ACTUARIAL SERVICES, LLC | $19M |
AMALGAMATED TRANSIT UNIONIL · 536014540-333 | QUORUM CONSULTING GROUP | $13M |
Plans lost in 2024
Appeared last year under EBERTS & HARRISON; not this year.
| Sponsor | To | Assets |
|---|---|---|
TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUNDMD · 530181657-001 | SOVOS COMPLIANCE, LLC | $18.9B |
TRUSTEES OF THE NATIONAL ELECTRICAL ANNUITY PLANMD · 526132372-001 | KELLY PRESS INC | $15.8B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES, NYSA-ILA PENSION TRUST FUND AND PLANNJ · 135652028-001 | $1.4B | 8,915 | $365,573 | 7y | - |
BOARD OF TRUSTEES OF THE AMALGAMATED TRANSIT UNIONIL · 522059290-001 | $267M | 22,720 | $29,051 | 8y | - |
BRICKLAYERS AND TROWEL TRADES INTERNATIONAL PENSION FUNDDC · 526127746-003 | $265M | 23,618 | $19,486 | 10y | - |
TRUSTEES OF PLUMBERS AND PIPEFITTERS LOCAL UNION NO. 572 PENSION FUNDTN · 626102837-001 | $212M | 2,600 | $10,988 | 3y | - |
TFORCE FREIGHT, INCVA · 540481236-004 | $164M | 7,534 | $15,500 | 3y | 1 |
COMMUNICATIONS WKRS OF AMERICADC · 530246709-005 | $103M | 729 | $11,978 | 6y | - |
BOARD OF TRUSTEES IBEW LOCAL NO 32 NECA PSAPMI · 621122985-002 | $45M | 402 | $12,384 | 10y | - |
BOARD OF TRUSTEES OF THE IBEW LOCAL NO. 32 - NECA PENSION PLANMI · 316152294-001 | $41M | 513 | $6,145 | 3y | - |
CLEVELAND LONGSHOREMEN'S PENSION FUNDOH · 346582620-001 | $19M | 126 | $5,453 | 2y | - |
AMALGAMATED TRANSIT UNIONIL · 536014540-333 | $13M | 225 | $6,680 | 5y | - |
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 (9)
Raw Schedule C names collapsed into EBERTS & HARRISON.
- EBERTS & HARRISON
- EBERTS & HARRISON CO
- EBERTS & HARRISON INC
- EBERTS & HARRISON INC.
- EBERTS & HARRISON, INC
- EBERTS & HARRISON, INC.
- EBERTS AND HARRISON
- EBERTS AND HARRISON, INC
- EBERTS AND HARRISON, 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 EBERTS & HARRISON'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 | 9.09% | 1.71% | +7.38 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 EBERTS & HARRISON. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent