GALLAGHER FIDUCIARY ADVISORS, LLC
184 known aliases resolved via the canonical alias map
Market position · 2024
Plans served769+73 YoYRank #42 of mapped providers
Assets under administration$157.8B0.2%Market share · rank #86
Fees received$32MMedian $26,000/planSum across Schedule C direct + indirect
Net wins YoY+74176 won · 102 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 GALLAGHER FIDUCIARY ADVISORS, LLC plan look like?
Service mix · median fees per plan
Count of plans where GALLAGHER FIDUCIARY ADVISORS, LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Investment advisory (plan)Code 27 | 453 | $25,579 | |
Other fees; Direct payment from the plan; Consulting (general)Code 16 | 81 | $32,031 | |
Other feesCode 99 | 49 | $21,849 | |
Trustee (bank, trust company, or similar financial institution); Recordkeeping fees; Other fees; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other servicesCode 15 | 42 | $26,179 | |
Participant communication; Investment advisory (plan); Investment advisory (participants); Direct payment from the planCode 26 | 34 | $17,144 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Actuarial; Consulting (pension); Direct payment from the planCode 11 | 28 | $89,476 | |
Shareholder servicing fees; Investment managementCode 28 | 21 | $30,000 | |
Legal; Direct payment from the planCode 29 | 13 | $20,558 |
Competitor overlap
Percent of GALLAGHER FIDUCIARY ADVISORS, 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 GALLAGHER FIDUCIARY ADVISORS, LLC.
| Sponsor | From | Assets |
|---|---|---|
BD OF TRUSTEES OF THE ELEV CONSTU ANNUITY AND 401K RET PLANPA · 522125995-001 | INVESCO | $7.3B |
THE NEW YORK AND PRESBYTERIAN HOSPITALNY · 133957095-009 | BUCK GLOBAL, LLC | $2.5B |
TRUSTEES OF UFCW UNIONS & EMPLOYERS MIDWEST PENSION FUNDIL · 366508328-001 | BENESYS, INC. | $1.9B |
THE NEMOURS FOUNDATIONFL · 590634433-002 | NEWPORT GROUP, INC. | $1.3B |
ATH HOLDING COMPANY LLCIN · 113713086-002 | BUCK GLOBAL, LLC | $1.2B |
BOARD OF TRUSTEES LOCAL 580 PENSION FUNDNY · 136178514-001 | SEAN M BOYLE CONSULTING INC | $953M |
FENWICK & WEST LLPCA · 942708481-003 | HAROLD R KELLMAN | $687M |
PRINCIPAL LIFE INSURANCE COMPANYIA · 420127290-334 | SAGEPOINT FINANCIAL INC | $651M |
BOARD OF TRUSTEES CEMENT MASONS' PENSION FUNDIL · 516034597-001 | BMO HARRIS BANK NA | $541M |
ATH HOLDING COMPANY LLCIN · 113713086-004 | SUSTAINABLE WOODLANDS PARTNERS, LLC | $501M |
Plans lost in 2024
Appeared last year under GALLAGHER FIDUCIARY ADVISORS, LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATIONVA · 530116145-444 | SPECTRUM FINANCIAL SERVICES | $15.0B |
TRUSTEES OF OHIO CARPENTERS' PENSION PLANMI · 346574360-001 | MORGAN STANLEY SMITH BARNEY | $2.1B |
OLIN CORPORATIONMO · 131872319-002 | THE SEGAL COMPANY | $1.9B |
HOGAN LOVELLS US LLPDC · 530084704-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $1.6B |
BOARD OF TRUSTEES OF THE S.E.I.U. NATIONAL INDUSTRY PENSION FUNDDC · 526148540-001 | AMALGAMATED | $1.6B |
ANYWHERE REAL ESTATE GROUP LLCNJ · 204381990-001 | CAPFINANCIAL PARTNERS LLC | $953M |
BOARD OF TRUSTEES GCIU-EMPLOYER RETIREMENT BENEFIT PLANWA · 916024903-001 | PRUDENTIAL RETIREMENT INSURANCE AND | $838M |
FREUDENBERG NORTH AMERICA LIMITED PARTNERSHIPMI · 020383413-002 | GREAT-WEST LIFE & ANNUITY INSURANCE | $572M |
BOARD OF TRUSTEES CWA/ITU NEGOTIATED PENSION PLANNJ · 136212879-001 | PIERSON FERDINAND | $509M |
INDEPENDENT COLLEGES OF INDIANA ASSOCIATION, INCIN · 310901001-333 | MILLENNIUM INVESTMENT & RETIREMENT | $449M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NATIONAL ELEVATOR INDUSTRY PENSION PLAN PLAN BOARD OF TRUSTEESPA · 232694291-001 | $12.2B | 54,107 | $139,567 | 8y | 1 |
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATIONVA · 530116145-333 | $11.5B | 75,823 | $87,671 | 4y | - |
KPMG LLPNJ · 135565207-011 | $10.5B | 55,312 | $95,021 | 10y | 1 |
SOUTHERN COMPANY SERVICES, INC.GA · 630274273-002 | $9.3B | 35,609 | $30,000 | 6y | 1 |
BD OF TRUSTEES OF THE ELEV CONSTU ANNUITY AND 401K RET PLANPA · 522125995-001 | $7.3B | 37,105 | $40,000 | 2y | 1 |
BOARD OF TRUSTEES OF NYCDCC PENSION FUNDNY · 510174276-001 | $5.4B | 30,149 | $553,025 | 10y | - |
PENSION COMMITTEE OF MLB PLAYERS BENEFIT PLANMD · 510185287-001 | $4.8B | 10,051 | $356,685 | 10y | - |
CBRE SERVICES, INC.TX · 521616016-001 | $4.3B | 51,826 | $62,069 | 10y | 1 |
MCDONALDS CORPORATION AND SUBSIDIARIESIL · 362361282-001 | $3.7B | 32,254 | $55,000 | 2y | 1 |
BOARD OF TRUSTEES OF THE NYDCC ANNUITY FDNY · 510174279-001 | $3.7B | 38,355 | $71,026 | 10y | - |
Flag exposure
82.2%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 (184)
Raw Schedule C names collapsed into GALLAGHER FIDUCIARY ADVISORS, LLC.
- A.J. GALLAGHER
- AL MATALONI - GALLAGHER RETIREMENT
- ARTHER J GALLAGHER
- ARTHER J GALLAGHER RISK MANAGMENT
- ARTHUR BLICK
- ARTHUR COX WILSON & ASSOCIATES
- ARTHUR DE IANNI
- ARTHUR DEIANNI
- ARTHUR GALLAGHER
- ARTHUR GALLAGHER & CO
- ARTHUR GALLAGHER & CO.
- ARTHUR J
- ARTHUR J GALLAGHER
- ARTHUR J GALLAGHER & CO
- ARTHUR J GALLAGHER & CO.
- ARTHUR J GALLAGHER AND CO
- ARTHUR J GALLAGHER INS. BROKERS
- ARTHUR J GALLAGHER RISH MGMT SVCS
- ARTHUR J GALLAGHER RISK MANAGEMENT
- ARTHUR J GALLAGHER RISK MGMT
- ARTHUR J GALLAGHER RISK MGMT SER
- ARTHUR J GALLAGHER RISK MGMT SERV
- ARTHUR J GALLAGHER RISK MGMT SERVI
- ARTHUR J GALLAGHER RISK MGMT SVCS
- ARTHUR J GALLAGHER RISK MGT SER
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 GALLAGHER FIDUCIARY ADVISORS, 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 | 27 | 3.51% | 7.76% | -4.25 pp |
| Fidelity bond gap | 31 | 4.03% | 26.94% | -22.91 pp |
| Late contributions | 175 | 22.76% | 1.71% | +21.04 pp |
| Failed to provide benefit | 9 | 1.17% | 0.14% | +1.03 pp |
| Corrective distributions | 193 | 25.10% | 1.76% | +23.34 pp |
| Loss discovered | 2 | 0.26% | 0.00% | +0.26 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with GALLAGHER FIDUCIARY ADVISORS, LLC. Compare to the incumbent market share (1.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-1.1 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).