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HEALTH SERVICES & BENEFIT ADMINISTR

10 known aliases resolved via the canonical alias map

Market position · 2024

Plans served14-1 YoYRank #1019 of mapped providers
Assets under administration$6.8B0.0%Market share · rank #1567
Fees received$4MMedian $151,012/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 HEALTH SERVICES & BENEFIT ADMINISTR plan look like?
Service mix · median fees per plan
Count of plans where HEALTH SERVICES & BENEFIT ADMINISTR ships each service code, and the median compensation they report under it.
ServicePlansMedian feesDistribution
Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Claims processing; Direct payment from the planCode 12
9$122,024
Direct payment from the plan; Contract AdministratorCode 13
3$42,000
Plan Administrator; Direct payment from the planCode 14
2$470,347
Competitor overlap
Percent of HEALTH SERVICES & BENEFIT ADMINISTR'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 HEALTH SERVICES & BENEFIT ADMINISTR.
SponsorFromAssets
BOT OF IUOE STATIONARY ENGINEERS LOCAL 39 PENSION PLANCA · 946118939-001
TEAM FINANCIAL STRATEGIES$2.0B
BD. OF TRUST. OF STATIONARY ENGINEERS LOC. 39 ANNUITYCA · 942787714-001
BENESYS, INC.$315M
Plans lost in 2024
Appeared last year under HEALTH SERVICES & BENEFIT ADMINISTR; not this year.
SponsorToAssets
CEMENT MASONS PENSION TRUST FUND FOR N. CALCA · 946277669-001
HS&BA$637M
U.A. LOCAL NO. 159 PENSION TRUSTCA · 942859426-001
HS&BA$117M
BOARD OF TRUSTEES OF U.A. LOCAL NO. 159 DEFINED CONTRIBUTION PLANCA · 942859426-003
HS&BA$77M
Top plans by assets
Searchable full list lands with the commercial layer.
PlanAssetsParticipantsFeesTenureFlags
BOARD OF TRUSTEES AUTOMOTIVE INDUSTRIES PENSION PLANCA · 941133245-001
$2.1B22,897$1M8y-
BOT OF IUOE STATIONARY ENGINEERS LOCAL 39 PENSION PLANCA · 946118939-001
$2.0B10,962$464,0001y-
BAY AREA PAINTERS & TAPERS PENSION TRUSTCA · 946276501-001
$700M9,085$760,6939y-
BOARD OF TRUSTEES, NO. CALIF. GLAZIERS ARCHITECTURAL METAL & GLASCA · 946083001-001
$549M4,278$411,3449y-
BOT OF RESILIENT FLOOR COVERING PENSION FUNDCA · 946284071-001
$418M3,809$443,5199y-
BD. OF TRUST. OF STATIONARY ENGINEERS LOC. 39 ANNUITYCA · 942787714-001
$315M7,498$108,7501y-
BOARD OF TRUSTEES GLAZIERS INDIVIDUAL ACCOUNT RETIREMENT PLANCA · 946559783-001
$241M4,103$122,0249y-
BOARD OF TRUSTEES OF THE OFFICE AND PROFESSIONAL EMPLOYEES PENSION TRCA · 946110868-001
$204M1,531$180,0006y-
BOARD OF TRUSTEES, NORTHERN CALIFORNIA PLASTERING INDUSTRY PENCA · 946129382-001
$172M1,635$232,0189y-
BOARD OF TRUSTEES PLASTERERS UNION LOCAL NO. 66 SUPP. RETIREMENT BENEFCA · 946273369-003
$77M2,139$99,4259y-
Flag exposure
85.7%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 (10)
Raw Schedule C names collapsed into HEALTH SERVICES & BENEFIT ADMINISTR.
  • HEALTH SERVICE & BENEFIT ADMINISTRA
  • HEALTH SERVICES & BENEFIT ADMIN
  • HEALTH SERVICES & BENEFIT ADMIN INC
  • HEALTH SERVICES & BENEFIT ADMIN.
  • HEALTH SERVICES & BENEFIT ADMINISTR
  • HEALTH SERVICES & BENEFITS ADMIN.
  • HEALTH SERVICES AND BENEFIT ADMIN
  • HEALTH SERVICES AND BENEFIT ADMINIS
  • HEALTH SRVCS & BENEFIT ADMINISTRA
  • HEALTH SRVCS & BENEFIT ADMINISTRATI
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 HEALTH SERVICES & BENEFIT ADMINISTR's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
FlagPlans flaggedProvider %Market %Delta
Recently terminated00.00%7.76%-7.76 pp
Fidelity bond gap00.00%26.94%-26.94 pp
Late contributions00.00%1.71%-1.71 pp
Failed to provide benefit00.00%0.14%-0.14 pp
Corrective distributions00.00%1.76%-1.76 pp
Loss discovered00.00%0.00%-0.00 pp
New-plan formation share
Share of plans filing for the first time each year that landed with HEALTH SERVICES & BENEFIT ADMINISTR. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 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).
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