EMPLOYEE BENEFITS GROUP, LLC
5 known aliases resolved via the canonical alias map
Market position · 2024
Plans served32Rank #523 of mapped providers
Assets under administration$1.4B0.0%Market share · rank #3651
Fees received$397,568Median $9,291/planSum across Schedule C direct + indirect
Net wins YoY-12 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 EMPLOYEE BENEFITS GROUP, LLC plan look like?
Service mix · median fees per plan
Count of plans where EMPLOYEE BENEFITS GROUP, LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Contract AdministratorCode 13 | 28 | $8,070 | |
Other services; Other feesCode 49 | 4 | $10,192 |
Competitor overlap
Percent of EMPLOYEE BENEFITS GROUP, LLC'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 EMPLOYEE BENEFITS GROUP, LLC.
| Sponsor | From | Assets |
|---|---|---|
ONE GAS, INC.OK · 463561936-001 | MERRILL LYNCH PIERCE FENNER & SMITH | $726M |
WHEELER BROTHERS GRAIN COMPANY, LLCOK · 730564547-001 | MASSACHUSETTS MUTUAL LIFE INS. CO. | $15M |
Plans lost in 2024
Appeared last year under EMPLOYEE BENEFITS GROUP, LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
TELECOMMUNICATION SUPPORT SERVICES, INC.FL · 593068703-001 | (new plan) | $5M |
PIPELINE EQUIPMENT CO.OK · 731557722-001 | (new plan) | $4M |
CAREY JOHNSON OIL CO., INC.OK · 730777706-002 | (new plan) | $3M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
ONE GAS, INC.OK · 463561936-001 | $726M | 2,605 | $2,500 | 1y | - |
MATHIS BROS. OKLAHOMA CITY, LLCOK · 200509563-003 | $68M | 2,863 | $25,000 | 10y | - |
PLUMBERS AND PIPEFITTERS LOCAL 344OK · 730467693-001 | $62M | 1,617 | $45,975 | 10y | 1 |
DUNCAN REGIONAL HOSPITAL, INC.OK · 731008550-002 | $61M | 784 | $62,460 | 10y | 1 |
THE CHILDREN'S CENTER, INC.OK · 730580264-002 | $42M | 998 | $26,523 | 10y | - |
CENTRAL SERVICE CORPORATIONOK · 730779939-001 | $39M | 427 | $9,999 | 10y | - |
OKLAHOMA SURGICAL HOSPITAL, LLCOK · 731573733-002 | $34M | 422 | $25,435 | 10y | - |
AMITY CARE LLCOK · 731554671-333 | $32M | 3,107 | $14,812 | 8y | 1 |
MILL CREEK LUMBER & SUPPLY CO.OK · 730541869-002 | $32M | 843 | $22,605 | 10y | - |
GRAND LAKE MENTAL HEALTH CENTEROK · 731039733-001 | $29M | 2,404 | $8,796 | 3y | - |
Flag exposure
81.3%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 EMPLOYEE BENEFITS GROUP, LLC.
- EMPLOYE BENEFITS GROUP, LLC
- EMPLOYEE BENEFITS GROUP
- EMPLOYEE BENEFITS GROUP LLC
- EMPLOYEE BENEFITS GROUP, LLC
- EMPLOYEE BENEFITS GROUP,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 EMPLOYEE BENEFITS GROUP, LLC'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 | 2 | 6.25% | 7.76% | -1.51 pp |
| Fidelity bond gap | 1 | 3.13% | 26.94% | -23.82 pp |
| Late contributions | 6 | 18.75% | 1.71% | +17.04 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 4 | 12.50% | 1.76% | +10.74 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 EMPLOYEE BENEFITS GROUP, LLC. 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).