JIM HALLINAN PENSION CONSULTING LLC
22 known aliases resolved via the canonical alias map
Market position · 2024
Plans served12-1 YoYRank #1157 of mapped providers
Assets under administration$5.1B0.0%Market share · rank #1888
Fees received$313,154Median $8,813/planSum across Schedule C direct + indirect
Net wins YoY-12 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 JIM HALLINAN PENSION CONSULTING LLC plan look like?
Service mix · median fees per plan
Count of plans where JIM HALLINAN PENSION CONSULTING LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Direct payment from the plan; Contract Administrator; Other servicesCode 13 | 4 | $7,285 | |
Consulting (pension); Accounting (including auditing); Plan AdministratorCode 10 | 2 | $5,949 | |
Other servicesCode 49 | 2 | $5,026 | |
Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant loan processingCode 15 | 1 | $1,890 | |
Direct payment from the plan; Trustee (individual)Code 20 | 1 | $6,134 | |
Employee (plan); Direct payment from the planCode 30 | 1 | $38,488 | |
Employee (plan sponsor)Code 35 | 1 | $183,527 |
Competitor overlap
Percent of JIM HALLINAN PENSION CONSULTING 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 JIM HALLINAN PENSION CONSULTING LLC.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES GCIU-EMPLOYER RETIREMENT BENEFIT PLANWA · 916024903-001 | KAYE-SMITH ENTERPRISES, INC. | $1.8B |
TEAMSTERS JOINT COUNCIL NO. 83 OF VIRGINIA PENSION FUNDVA · 546097996-001 | BRIDGEWAY BENEFIT TECHNOLOGIES | $1.5B |
Plans lost in 2024
Appeared last year under JIM HALLINAN PENSION CONSULTING LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
FIDELITY BANK & TRUSTIA · 420388390-001 | BAC | $26M |
FIDELITY BANK & TRUSTIA · 420388390-002 | BAC | $9M |
CONNECTICUT BAPTIST HOMES, INC.CT · 061017444-001 | (new plan) | $3M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES GCIU-EMPLOYER RETIREMENT BENEFIT PLANWA · 916024903-001 | $1.8B | 37,126 | $6,134 | 1y | - |
BOARD OF TRUSTEES OF GC-NPFIL · 526118568-001 | $1.5B | 26,608 | $183,527 | 10y | - |
TEAMSTERS JOINT COUNCIL NO. 83 OF VIRGINIA PENSION FUNDVA · 546097996-001 | $1.5B | 7,759 | $38,488 | 1y | - |
TRUSTEES OF INT'L ASSN OF HEAT AND FROST INSULATORS LOC 17 ANNUITY FDIL · 366754873-002 | $216M | 1,435 | $7,625 | 10y | 1 |
CLARUS COMMERCE LLC DBA EBBOCT · 061614774-001 | $22M | 364 | $10,000 | 6y | 1 |
PIONEER VALLEY CARDIOLOGY, P.C.MA · 042505412-003 | $21M | 137 | $12,216 | 2y | - |
INTERCOMMUNITY, INC.CT · 060954809-002 | $19M | 616 | $22,865 | 6y | 1 |
ADVANCED BEHAVIORAL HEALTH, INC.CT · 061422326-001 | $16M | 184 | $5,760 | 4y | - |
ALPHA Q, INC.CT · 061413276-001 | $16M | 228 | $13,367 | 2y | - |
MAS BUILDING & BRIDGE, INC.MA · 020607680-002 | $15M | 200 | $7,010 | 3y | - |
Flag exposure
91.7%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 (22)
Raw Schedule C names collapsed into JIM HALLINAN PENSION CONSULTING LLC.
- JIM DICKERSON
- JIM HAGENEY
- JIM HALLIAN PENSION CONSLUTING, LLC
- JIM HALLIAN PENSION CONSULTING, LLC
- JIM HALLINAN PENSION
- JIM HALLINAN PENSION CONSULTING
- JIM HALLINAN PENSION CONSULTING LLC
- JIM HALLINAN PENSION CONSULTING, LL
- JIM KERN
- JIM KIRCHER AND ASSOCIATES, P.C.
- JIM KLEMME
- JIM LONGERBONE
- JIM LYDAY
- JIM MCGRATH
- JIM MCMANAMON
- JIM RICH
- JIM RIEHL'S FRIENDLY AUTOMOTIVE GRO
- JIM ROEHNER
- JIM STEWART
- JIM THOMOS
- JIM TYCZ
- JIM ZEMLYAK
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 JIM HALLINAN PENSION CONSULTING 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 | 1 | 8.33% | 26.94% | -18.61 pp |
| Late contributions | 3 | 25.00% | 1.71% | +23.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 2 | 16.67% | 1.76% | +14.91 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 JIM HALLINAN PENSION CONSULTING LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent