INTRUST BANK, N.A.
11 known aliases resolved via the canonical alias map
Market position · 2024
Plans served52-3 YoYRank #343 of mapped providers
Assets under administration$2.1B0.0%Market share · rank #2996
Fees received$3MMedian $41,000/planSum across Schedule C direct + indirect
Net wins YoY-33 won · 6 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 INTRUST BANK, N.A. plan look like?
Service mix · median fees per plan
Count of plans where INTRUST BANK, N.A. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Trustee (discretionary); Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant loan processingCode 15 | 33 | $44,569 | |
Participant loan processing; Direct payment from the plan; Recordkeeping fees; Investment advisory (plan)Code 27 | 10 | $26,856 | |
Recordkeeping fees; Direct payment from the plan; Investment management; Contract Administrator; Trustee (bank, trust company, or similar financial institution); Recordkeeping and information management (computing, tabulating, data processing, etc.); Trustee (discretionary)Code 13 | 2 | $37,618 | |
Distribution (12b-1) fees; Direct payment from the plan; Investment advisory (plan); Recordkeeping fees; Consulting (general); Participant loan processing; Trustee (discretionary)Code 16 | 2 | $26,598 | |
Trustee (bank, trust company, or similar financial institution)Code 21 | 2 | $51,820 | |
Other feesCode 99 | 2 | $19,945 | |
Accounting (including auditing); Direct payment from the planCode 10 | 1 | $14,000 |
Competitor overlap
Percent of INTRUST BANK, N.A.'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 INTRUST BANK, N.A..
| Sponsor | From | Assets |
|---|---|---|
JOHN A. MARSHALL COMPANYKS · 481034002-001 | (new plan) | $24M |
EMBERHOPE, INC.KS · 480543712-001 | MUTUAL OF AMERICA INVESTMENT CORP | $7M |
HESS SERVICES, INC.KS · 481160099-001 | LPL FINANCIAL | $6M |
Plans lost in 2024
Appeared last year under INTRUST BANK, N.A.; not this year.
| Sponsor | To | Assets |
|---|---|---|
REPLACEMENT PARTS, INC.AR · 710681030-003 | MILLIMAN, INC. | $35M |
BALDWIN & SHELL CONSTRUCTION CO.AR · 710286511-001 | MILLIMAN, INC. | $12M |
LARKSFIELD PLACE RETIREMENT COMMUNITIES, INC.KS · 480987497-008 | GREAT-WEST LIFE & ANNUITY INSURANCE | $6M |
GRIFFIN HOLDINGS, INC.OK · 731452279-001 | (new plan) | $5M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
ALLIANCE COAL, LLCOK · 730956034-001 | $639M | 4,723 | $496,832 | 10y | - |
INTRUST FINANCIAL CORPORATIONKS · 480937376-002 | $206M | 1,183 | $25,938 | 10y | - |
FNC, INCNE · 470832320-001 | $169M | 378 | $5,542 | 9y | - |
ALLIANCE COAL, LLCOK · 730956034-002 | $101M | 1,411 | $98,098 | 10y | - |
DELAWARE RESOURCE GROUP OF OKLAHOMA, LLCOK · 200458298-001 | $82M | 1,706 | $113,059 | 5y | 2 |
THE HAWTHORN GROUP, INC.OK · 743073830-001 | $64M | 1,918 | $202,428 | 10y | - |
THE BRADBURY CO., INC.KS · 480679015-001 | $63M | 554 | $117,775 | 9y | 1 |
NEWTON HEALTHCARE CORPORATIONKS · 481040759-001 | $55M | 1,062 | $27,281 | 3y | 1 |
BG PRODUCTS, INC. HOLDING COMPANYKS · 480780788-001 | $48M | 689 | $147,230 | 9y | - |
P & K EQUIPMENT, INCOK · 731259841-002 | $45M | 848 | $106,778 | 5y | - |
Flag exposure
80.8%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 (11)
Raw Schedule C names collapsed into INTRUST BANK, N.A..
- INSTRUST BANK, N.A.
- INTRUST BANK
- INTRUST BANK N.A.
- INTRUST BANK NA
- INTRUST BANK, N. A.
- INTRUST BANK, N.A
- INTRUST BANK, N.A.
- INTRUST BANK, NA
- INTRUST FIDUCIARY
- INTRUST WEALTH MANAGEMENT
- MY GROUP LLC DBA INTRUST FIDUCIARY
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 INTRUST BANK, N.A.'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 | 1 | 1.92% | 7.76% | -5.84 pp |
| Fidelity bond gap | 3 | 5.77% | 26.94% | -21.17 pp |
| Late contributions | 13 | 25.00% | 1.71% | +23.29 pp |
| Failed to provide benefit | 1 | 1.92% | 0.14% | +1.78 pp |
| Corrective distributions | 14 | 26.92% | 1.76% | +25.16 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 INTRUST BANK, N.A.. 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).