INCENTIVE BENEFITS, INC.
6 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4-1 YoYRank #2356 of mapped providers
Assets under administration$2.8B0.0%Market share · rank #2700
Fees received$55,322Median $3,000/planSum across Schedule C direct + indirect
Net wins YoY-10 won · 1 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 INCENTIVE BENEFITS, INC. plan look like?
Service mix · median fees per plan
Count of plans where INCENTIVE BENEFITS, INC. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Contract AdministratorCode 13 | 2 | $2,838 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Recordkeeping fees; Participant loan processingCode 15 | 1 | $1,200 | |
Investment management; Direct payment from the plan; Investment management fees paid directly by plan; Foreign entity (e.g., an agent or broker, bank, insurance company, etc. not operating within jurisdictional boundaries of the United States)Code 28 | 1 | $48,447 |
Competitor overlap
Percent of INCENTIVE BENEFITS, INC.'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 INCENTIVE BENEFITS, INC..
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under INCENTIVE BENEFITS, INC.; not this year.
| Sponsor | To | Assets |
|---|---|---|
PACIFIC CRANE MAINTENANCE COMPANY, L.L.C.CA · 320498373-001 | WELLS FARGO BANK, N.A. | $36M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
DUKE UNIVERSITYNC · 560532129-002 | $2.8B | 40,202 | $48,447 | 9y | 1 |
GREEN HILLS MEMORIAL PARKCA · 951955721-001 | $30M | 141 | $1,200 | 10y | - |
DIGITAL ROOM LLCCA · 814442785-001 | $11M | 923 | $4,800 | 3y | - |
THE WHOLE CHILDCA · 952031148-001 | $7M | 278 | $875 | 4y | 1 |
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 (6)
Raw Schedule C names collapsed into INCENTIVE BENEFITS, INC..
- INCENTIVE AS
- INCENTIVE BENEFIT, INC.
- INCENTIVE BENEFITS INC
- INCENTIVE BENEFITS, INC,
- INCENTIVE BENEFITS, INC.
- INCENTIVE BENEFITSS, INC.
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 INCENTIVE BENEFITS, INC.'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 | 1 | 25.00% | 26.94% | -1.94 pp |
| Late contributions | 1 | 25.00% | 1.71% | +23.29 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 INCENTIVE BENEFITS, INC.. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent