GREAT-WEST LIFE & ANNUITY INSURANCE
1111 known aliases resolved via the canonical alias map
Market position · 2024
Plans served9,842+295 YoYRank #2 of mapped providers
Assets under administration$1.10T1.2%Market share · rank #8
Fees received$829MMedian $33,515/planSum across Schedule C direct + indirect
Net wins YoY+3051,367 won · 1,062 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 GREAT-WEST LIFE & ANNUITY INSURANCE plan look like?
Service mix · median fees per plan
Count of plans where GREAT-WEST LIFE & ANNUITY INSURANCE ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Recordkeeping fees; Other investment fees and expensesCode 64 | 8,320 | $26,158 | |
Shareholder servicing fees; Investment managementCode 28 | 4,710 | $5,500 | |
Trustee (bank, trust company, or similar financial institution); Recordkeeping fees; Investment management; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 622 | $96,492 | |
Trustee (bank, trust company, or similar financial institution); Recordkeeping fees; Contract AdministratorCode 13 | 368 | $64,095 | |
Shareholder servicing fees; Other investment fees and expenses; Securities brokerage; Investment advisory (participants)Code 26 | 272 | $56,027 | |
Shareholder servicing fees; Securities brokerage; Other investment fees and expensesCode 33 | 155 | $175 | |
Recordkeeping fees; Investment management; Investment management fees paid indirectly by plan; Investment advisory (plan); Direct payment from the planCode 27 | 142 | $22,612 | |
Shareholder servicing fees; Recordkeeping feesCode 59 | 125 | $0 |
Competitor overlap
Percent of GREAT-WEST LIFE & ANNUITY INSURANCE'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 GREAT-WEST LIFE & ANNUITY INSURANCE.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLANGA · 951732075-003 | PRIAC | $19.3B |
THE CIGNA GROUPPA · 824991898-002 | PRUDENTIAL RETIREMENT INSURANCE AND | $14.2B |
GENERAL DYNAMICS CORPORATIONVA · 131673581-069 | STRATEGIC ADVISORS, INC. | $12.4B |
EDWARD D. JONES & CO., L.P.MO · 430345811-001 | EAIC | $12.4B |
PHILIPS NORTH AMERICA LLCMA · 133429115-005 | PRUDENTIAL RETIREMENT INSURANCE AND | $6.4B |
BMO FINANCIAL CORP.IL · 510275712-001 | BLACKROCK | $5.0B |
JUSTWORKS EMPLOYMENT GROUP, LLCNY · 462283648-333 | UHY LLP | $3.9B |
HEALTH CARE SERVICE CORPORATIONTX · 361236610-005 | PRUDENTIAL RETIREMENT INSURANCE AND | $3.9B |
MUFG BANK, LTDNY · 135611741-015 | PRUDENTIAL RETIREMENT INSURANCE AND | $2.9B |
LIFEPOINT HEALTH, INC.TN · 270500485-001 | PRUDENTIAL RETIREMENT INSURANCE AND | $2.6B |
Plans lost in 2024
Appeared last year under GREAT-WEST LIFE & ANNUITY INSURANCE; not this year.
| Sponsor | To | Assets |
|---|---|---|
APPLE INC.CA · 942404110-001 | FINANCIAL ENGINES | $19.8B |
AMERICAN AIRLINES, INC. - RETIREMENTTX · 131502798-013 | FINANCIAL ENGINES | $14.7B |
AMERICAN AIRLINES, INC. - RETIREMENTTX · 131502798-022 | FINANCIAL ENGINES | $10.3B |
BAE SYSTEMS, INC.VA · 223537950-003 | AON CONSULTING | $9.4B |
UL LLCIL · 943282454-002 | SEYFARTH SHAW LLP | $1.7B |
ICON CLINICAL RESEARCH, LLCPA · 232689156-001 | (new plan) | $1.4B |
R. R. DONNELLEY & SONS COMPANYIL · 361004130-003 | NORTHERN TRUST COMPANY | $1.2B |
7-ELEVEN, INC.OH · 751085131-101 | WILLIS TOWERS WATSON US LLC | $977M |
TTM TECHNOLOGIES, INC.CO · 911033443-001 | STRATEGIC ADVISORS, INC. | $572M |
TEXAS CHILDREN'STX · 760461578-001 | LEGAL & GENERAL INVESTMENT | $572M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
WELLS FARGO & COMPANYMN · 410449260-002 | $57.9B | 255,580 | $10M | 4y | 1 |
BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLANGA · 951732075-003 | $19.3B | 478,185 | $955,620 | 1y | - |
BANK OF AMERICA CORPORATIONRI · 560906609-001 | $19.0B | 168,197 | $109,175 | 2y | - |
SOUTHWEST AIRLINES CO.TX · 741563240-004 | $17.0B | 85,685 | $3M | 9y | 1 |
THE CIGNA GROUPPA · 824991898-002 | $14.2B | 91,385 | $2M | 1y | 1 |
ABBVIE INC.IL · 320375147-001 | $13.4B | 39,371 | $4M | 4y | 1 |
GENERAL DYNAMICS CORPORATIONVA · 131673581-069 | $12.4B | 68,452 | $23,350 | 1y | 2 |
EDWARD D. JONES & CO., L.P.MO · 430345811-001 | $12.4B | 58,392 | $2M | 1y | - |
3M COMPANYMN · 410417775-333 | $10.6B | 40,574 | $509,815 | 3y | 1 |
ADVOCATE AURORA HEALTH, INCWI · 824184596-004 | $10.5B | 103,145 | $6M | 5y | 1 |
Flag exposure
83.1%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 (1111)
Raw Schedule C names collapsed into GREAT-WEST LIFE & ANNUITY INSURANCE.
- ADEMPOWER ADVISORY GROUP, LLC
- ADEMPOWER RETIREMENT ADVISORY SERV
- ADVISED ADVISORY GROUP
- ADVISED ADVISORY SERVICE
- ADVISED ASEETS GROUP
- ADVISED ASETS GROUP
- ADVISED ASSESTS GROUP
- ADVISED ASSESTS GROUP, LLC
- ADVISED ASSET
- ADVISED ASSET GROP/GREAT WEST LIFE
- ADVISED ASSET GROUP
- ADVISED ASSET GROUP LLC
- ADVISED ASSET GROUP, INC.
- ADVISED ASSET GROUP, LLC
- ADVISED ASSET GROUP, LLC.
- ADVISED ASSET GROUPS
- ADVISED ASSET GROUPS, LLC
- ADVISED ASSETS
- ADVISED ASSETS GEOUP, LLC
- ADVISED ASSETS GROOUP, LLC
- ADVISED ASSETS GROPU
- ADVISED ASSETS GROPU, LLC
- ADVISED ASSETS GROU, LLC
- ADVISED ASSETS GROUP
- ADVISED ASSETS GROUP (EMPOWER)
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 GREAT-WEST LIFE & ANNUITY INSURANCE'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 | 289 | 2.94% | 7.76% | -4.83 pp |
| Fidelity bond gap | 380 | 3.86% | 26.94% | -23.08 pp |
| Late contributions | 2,418 | 24.57% | 1.71% | +22.85 pp |
| Failed to provide benefit | 23 | 0.23% | 0.14% | +0.09 pp |
| Corrective distributions | 2,136 | 21.70% | 1.76% | +19.94 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 GREAT-WEST LIFE & ANNUITY INSURANCE. Compare to the incumbent market share (14.6%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-14.6 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).