HANCOCK WHITNEY BANK
16 known aliases resolved via the canonical alias map
Market position · 2024
Plans served38+1 YoYRank #445 of mapped providers
Assets under administration$3.5B0.0%Market share · rank #2313
Fees received$2MMedian $24,332/planSum across Schedule C direct + indirect
Net wins YoY+15 won · 4 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 HANCOCK WHITNEY BANK plan look like?
Service mix · median fees per plan
Count of plans where HANCOCK WHITNEY BANK ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan); Consulting feesCode 27 | 14 | $27,930 | |
Trustee (directed); Distribution (12b-1) fees; Direct payment from the plan; Custodial (securities)Code 19 | 8 | $19,284 | |
Trustee (bank, trust company, or similar financial institution); Soft dollars commissions; Direct payment from the planCode 21 | 6 | $20,817 | |
Trustee (bank, trust company, or similar financial institution); Shareholder servicing fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Distribution (12b-1) feesCode 15 | 5 | $30,737 | |
Investment advisory (participants)Code 26 | 2 | $27,858 | |
Other feesCode 99 | 2 | $528,184 | |
Other commissionsCode 55 | 1 | $14,848 |
Competitor overlap
Percent of HANCOCK WHITNEY BANK'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 HANCOCK WHITNEY BANK.
| Sponsor | From | Assets |
|---|---|---|
LAMMICOLA · 720925617-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $49M |
CHAFFE MCCALL, L.L.P.LA · 720476169-001 | (new plan) | $46M |
IRWIN, FRITCHIE, URQUHART, MOORE AND DANIELS, L.L.C.LA · 721484836-001 | (new plan) | $42M |
CAPITAL CITY BEVERAGES, INC.MS · 640120572-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $8M |
HOUSTON PLATING & COATINGS, LLCTX · 050542096-001 | MBG RETIREMENT | $7M |
Plans lost in 2024
Appeared last year under HANCOCK WHITNEY BANK; not this year.
| Sponsor | To | Assets |
|---|---|---|
NEW ORLEANS PELICANS, NBA, LLCLA · 561951282-001 | GALLAGHER FIDUCIARY ADVISORS, LLC | $16M |
BENSCO OF LOUISIANA, LLCLA · 870694220-001 | GALLAGHER FIDUCIARY ADVISORS, LLC | $14M |
R. J. DAIGLE & SONS CONTRACTORS, INC.LA · 720824549-002 | (new plan) | $7M |
BREAUX MART SUPERMARKETS, INC.LA · 721216079-001 | (new plan) | $5M |
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 | $999,910 | 6y | - |
OCHSNER CLINIC FOUNDATIONLA · 720502505-001 | $444M | 4,410 | $116,842 | 7y | - |
BOARD OF TRUSTEES GENERAL BUILDING LOCAL 66 PENSION FUNDNY · 111974385-001 | $218M | 2,073 | $16,501 | 7y | - |
AS AMERICA, INC.NJ · 260887443-001 | $172M | 2,384 | $90,000 | 6y | 2 |
TRUSTEES - IRON WORKERS MID-SOUTH PENSION FUNDTX · 726032179-001 | $156M | 3,045 | $13,626 | 9y | - |
BOARD OF TRUSTEES GENERAL BUILDING LAB LOCAL 66 ANNUITY FUNDNY · 112977468-006 | $141M | 2,456 | $10,656 | 7y | - |
WEST FLORIDA MEDICAL CENTER CLINIC, P.A.FL · 592193856-002 | $127M | 570 | $34,650 | 4y | - |
AMSPEC, LLCNJ · 223522064-001 | $104M | 2,347 | $75,052 | 5y | - |
SHREVEPORT ELECTRICAL INDUSTRY PROFIT SHARING PLANTN · 721114759-001 | $95M | 916 | $22,066 | 6y | - |
BOARD OF TRUSTEES PLUMBERS AND STEAMFITTERS LOCAL 60 PENSION FUNDLA · 726025640-001 | $91M | 1,957 | $11,669 | 6y | - |
Flag exposure
89.5%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 (16)
Raw Schedule C names collapsed into HANCOCK WHITNEY BANK.
- HANCOCK BANK
- HANCOCK HORIZON
- HANCOCK INSTITUTIONAL
- HANCOCK LIFE INS CO - USA
- HANCOCK LIFE INSURANCE COMPANY
- HANCOCK PARTNERS
- HANCOCK S-REIT JCITY CORP
- HANCOCK TIMBERLAND VIII INC
- HANCOCK WHITNEY
- HANCOCK WHITNEY BANK
- HANCOCK WHITNEY INVESTMENT
- HANCOCK WHITNEY INVESTMENT SERVICES
- HANCOCK/WHITNEY
- HN HANCOCK LIFE INSURANCE COMPANY
- J HANCOCK ALT ASSET ALLOC R4
- WHITNEY BANK
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 HANCOCK WHITNEY BANK'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 | 2 | 5.26% | 26.94% | -21.68 pp |
| Late contributions | 2 | 5.26% | 1.71% | +3.55 pp |
| Failed to provide benefit | 2 | 5.26% | 0.14% | +5.12 pp |
| Corrective distributions | 2 | 5.26% | 1.76% | +3.50 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 HANCOCK WHITNEY BANK. 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).