IFEBP
1 known alias resolved via the canonical alias map
Market position · 2024
Plans served3-2 YoYRank #1923 of mapped providers
Assets under administration$861M0.0%Market share · rank #3696
Fees received$45,587Median $15,245/planSum across Schedule C direct + indirect
Net wins YoY+14 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 IFEBP plan look like?
Service mix · median fees per plan
Count of plans where IFEBP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Direct payment from the planCode 50 | 2 | $18,300 | |
Other servicesCode 49 | 1 | $8,987 |
Competitor overlap
Percent of IFEBP'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 IFEBP.
| Sponsor | From | Assets |
|---|---|---|
ENGINEERS AGC PENSIONWA · 916070237-001 | FIERA CAPITAL | $215M |
IRONWORKERS LOCAL 549-550 PENSION PLANWV · 556027928-001 | QUANTITATIVE PROCESS, LLC | $207M |
OREGON & SOUTHWEST WASHINGTON PAINTERS PENSION PLAN, TRUSTEESOR · 936022791-001 | BOSTON PARTNERS | $193M |
WASHINGTON-IDAHO CEMENT MASONS EMPLOYERS RETIREMENT TRUST FUNDWA · 916123986-001 | WASHINGTON CAPITAL MANAGEMENT, INC. | $39M |
Plans lost in 2024
Appeared last year under IFEBP; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES OF THE MINNESOTA NORTH DAKOTA BRICKLAYERS & ALLIEDMN · 516029930-001 | JPMORGAN INVEST HOLDINGS LLC | $444M |
UFCW UNION & PARTICIPATING FOOD INDUSTRY TRI-STATE PENSION FUNDPA · 236396097-001 | SAGE ADVISORY SERVICES | $235M |
BAC LOCAL NO. 1 WASHINGTON PENSION TRUSTWA · 916091466-001 | FOUNDRY PARTNERS | $151M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRUSTEES OF TEAMSTERS LOCAL 301IL · 366492992-001 | $452M | 2,835 | $8,987 | 7y | - |
ENGINEERS AGC PENSIONWA · 916070237-001 | $215M | 3,403 | $15,245 | 1y | - |
OREGON & SOUTHWEST WASHINGTON PAINTERS PENSION PLAN, TRUSTEESOR · 936022791-001 | $193M | 2,674 | $21,355 | 1y | - |
Flag exposure
100.0%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 (1)
Raw Schedule C names collapsed into IFEBP.
- IFEBP
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 IFEBP'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 | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 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 IFEBP. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent