INSIGHT NORTH AMERICA LLC
12 known aliases resolved via the canonical alias map
Market position · 2024
Plans served34+4 YoYRank #466 of mapped providers
Assets under administration$127.0B0.1%Market share · rank #115
Fees received$11MMedian $149,929/planSum across Schedule C direct + indirect
Net wins YoY+57 won · 2 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 INSIGHT NORTH AMERICA LLC plan look like?
Service mix · median fees per plan
Count of plans where INSIGHT NORTH AMERICA LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid directly by plan; Direct payment from the planCode 28 | 27 | $148,391 | |
Investment advisory (plan)Code 27 | 4 | $226,428 | |
Accounting (including auditing)Code 10 | 1 | $6,900 | |
Direct payment from the planCode 50 | 1 | $224,662 | |
Investment management fees paid directly by planCode 51 | 1 | $4,233,791 |
Competitor overlap
Percent of INSIGHT NORTH AMERICA LLC'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 INSIGHT NORTH AMERICA LLC.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES AUTOMOTIVE INDUSTRIES PENSION PLANCA · 941133245-001 | WEST CAPITAL MANAGEMENT | $2.1B |
THE NATIONAL EDUCATION ASSOCIATIONDC · 530115260-333 | HARBOURVEST PARTNERS LP | $910M |
BOARD OF TRUSTEES LOCAL 580 ANNUITY FUNDNY · 136178512-001 | THE BANK OF NEW YORK MELLON | $663M |
UIU-NEWSPAPER GUILD OF GREATER PHILADELPHIA PENSION FUNDNJ · 236405043-001 | PNC BANK, N.A. | $335M |
DONALDSON COMPANY, INC.MN · 410222640-003 | INSIGHT INVESTMENTS | $99M |
CINTAS CORPORATIONOH · 311188630-020 | MERCER | $53M |
BOARD OF TRUSTEES OF THE PAPER HANDLERS'-PUBLISHERS'NY · 136104795-001 | PROSKAUER ROSE LLP | $24M |
Plans lost in 2024
Appeared last year under INSIGHT NORTH AMERICA LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
AMERICAN FEDERATION OF STATE, COUNTY AND MUNICIPAL EMPLOYEESDC · 530237789-001 | PENSION BENEFIT INFORMATION | $1.6B |
TOTALENERGIES FINANCE USA, INC.TX · 233060301-002 | BLACKROCK | $656M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUNDIL · 366044243-001 | $48.2B | 332,020 | $4M | 2y | - |
JPMORGAN CHASE BANK, NATIONAL ASSOCIATIONNJ · 134994650-001 | $16.1B | 202,919 | $303,594 | 6y | - |
THE DOW CHEMICAL COMPANYMI · 381285128-001 | $10.9B | 31,955 | $270,373 | 3y | - |
NEW ENGLAND TEAMSTERS PENSION FUNDMA · 046372430-001 | $9.1B | 71,331 | $80,357 | 3y | - |
HARTFORD FIRE INSURANCE COMPANYCT · 060383750-100 | $7.2B | 31,062 | $547,538 | 4y | - |
ALTRIA CLIENT SERVICES LLCVA · 472929146-006 | $6.4B | 25,614 | $221,351 | 5y | - |
BD OF TR OF THE PENSION, HOSP & BENEFIT PL OF THE ELEC IND-PENSIONNY · 136123601-001 | $5.0B | 41,042 | $531,105 | 5y | - |
UNITED SERVICES AUTOMOBILE ASSOCIATIONTX · 740959140-001 | $4.6B | 49,301 | $1M | 4y | - |
UT-BATTELLE, LLCTN · 621788235-001 | $2.4B | 12,721 | $81,232 | 3y | - |
UNION CARBIDE CORPORATION C/O THE DOW CHEMICAL COMPANYMI · 131421730-001 | $2.2B | 31,806 | $16,108 | 3y | - |
Flag exposure
94.1%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 (12)
Raw Schedule C names collapsed into INSIGHT NORTH AMERICA LLC.
- INSIGHT 2811 INC DBA AZA CCAPITAL M
- INSIGHT ACCOUNTING GROUP PC
- INSIGHT EQUITY
- INSIGHT INA LDI
- INSIGHT INVESTMENT
- INSIGHT INVESTMENTS MANAGEMENT
- INSIGHT NORTH AMERICA
- INSIGHT NORTH AMERICA (STANDISH)
- INSIGHT NORTH AMERICA LLC
- INSIGHT NORTH AMERICA, LLC
- INSIGHT SECURITIES, INC.
- INSIGHT SOURCING GRP LLC
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 INSIGHT NORTH AMERICA LLC'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 | 2 | 5.88% | 1.71% | +4.17 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 | 1 | 2.94% | 0.00% | +2.94 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with INSIGHT NORTH AMERICA LLC. 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).