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INDIANA LABORERS WELFARE FUND

6 known aliases resolved via the canonical alias map

Market position · 2024

Plans served4Rank #2321 of mapped providers
Assets under administration$2.7B0.0%Market share · rank #2785
Fees received$1MMedian $158,600/planSum across Schedule C direct + indirect
Net wins YoY+00 won · 0 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 INDIANA LABORERS WELFARE FUND plan look like?
Service mix · median fees per plan
Count of plans where INDIANA LABORERS WELFARE FUND ships each service code, and the median compensation they report under it.
ServicePlansMedian feesDistribution
Contract AdministratorCode 13
2$563,022
Investment advisory (participants); Direct payment from the planCode 26
1$13,566
Direct payment from the plan; Other feesCode 50
1$11,404
Competitor overlap
Percent of INDIANA LABORERS WELFARE FUND'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 INDIANA LABORERS WELFARE FUND.
SponsorFromAssets
Plans lost in 2024
Appeared last year under INDIANA LABORERS WELFARE FUND; not this year.
SponsorToAssets
Top plans by assets
Searchable full list lands with the commercial layer.
PlanAssetsParticipantsFeesTenureFlags
BOARD OF TRUSTEES - INDIANA LABORERS PENSION FUNDIN · 356027150-001
$1.8B28,807$822,41010y-
BARNES & THORNBURG LLPIN · 350900596-002
$754M1,916$13,5668y-
BOARD OF TRUSTEES - INDIANA LABORERS DC PLANIN · 465396452-001
$60M15,678$303,63410y-
LAIDIG SYSTEMS, INC.IN · 351646796-001
$28M138$11,4043y1
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 INDIANA LABORERS WELFARE FUND.
  • INDIANA INTERNAL MEDICINE CONSULTAN
  • INDIANA LABORERS WELFARE FUND
  • INDIANA TRUST
  • INDIANA TRUST WEALTH MANAGEMENT
  • INDIANA TRUST WEALTH MGMNT
  • INDIANA TRUST WEALTH MGMT.
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 INDIANA LABORERS WELFARE FUND'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 contributions125.00%1.71%+23.29 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 INDIANA LABORERS WELFARE FUND. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
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