JOHN HANCOCK LIFE INSURANCE COMPANY
491 known aliases resolved via the canonical alias map
Market position · 2024
Plans served3,141-140 YoYRank #6 of mapped providers
Assets under administration$286.5B0.3%Market share · rank #47
Fees received$126MMedian $6,617/planSum across Schedule C direct + indirect
Net wins YoY-123361 won · 484 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 JOHN HANCOCK LIFE INSURANCE COMPANY plan look like?
Service mix · median fees per plan
Count of plans where JOHN HANCOCK LIFE INSURANCE COMPANY ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Trustee (bank, trust company, or similar financial institution); Recordkeeping and information management (computing, tabulating, data processing, etc.); Recordkeeping feesCode 15 | 2,869 | $5,362 | |
Trustee (bank, trust company, or similar financial institution); Contract Administrator; Participant loan processing; Recordkeeping fees; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Account maintenance feesCode 13 | 61 | $39,459 | |
Shareholder servicing fees; Investment managementCode 28 | 39 | $270 | |
Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Float revenue; ActuarialCode 11 | 23 | $95,516 | |
Recordkeeping feesCode 64 | 23 | $26,071 | |
Other insurance wrap fees; Investment management; Distribution (12b-1) fees; Float revenue; Sub-transfer agency fees; Shareholder servicing fees; Investment advisory (participants); Soft dollars commissionsCode 26 | 16 | $13,303 | |
Recordkeeping fees; Participant loan processing; Custodial (securities); Participant communicationCode 19 | 14 | $27,039 | |
Participant loan processing; Float revenue; Recordkeeping fees; Investment advisory (plan)Code 27 | 13 | $20,793 |
Competitor overlap
Percent of JOHN HANCOCK LIFE INSURANCE COMPANY'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 JOHN HANCOCK LIFE INSURANCE COMPANY.
| Sponsor | From | Assets |
|---|---|---|
BD OF TRUSTEES ANNUITY FUND OF THE IUOE LCL UNION 94, 94A, 94B AFL-CIONY · 136817367-001 | BEACON PROTECTION GROUP, LLC | $1.8B |
BOARD OF TRUSTEESNJ · 133769078-004 | PRUDENTIAL RETIREMENT INSURANCE AND | $936M |
BOARD OF TRUSTEES LOCAL 282NY · 116276104-002 | PRUDENTIAL RETIREMENT INSURANCE AND | $887M |
BOARD OF TRUSTEES LOCAL 580 ANNUITY FUNDNY · 136178512-001 | THE BANK OF NEW YORK MELLON | $663M |
BOARD OF TRUSTEES NORTHERN CALI. PIPE TRADES PENSION TRUSTCA · 943190386-002 | LINCOLN NATIONAL CORPORATION | $569M |
TRUSTEES OF THE SMART LOCAL 265 PENSION FUNDIL · 366168611-001 | ASB CAPITAL MANAGEMENT | $566M |
BOARD OF TRUSTEES OF THE EQUITY LEAGUE 401K PLANNY · 134155733-001 | FIVE STAR PRINTING & MAILING | $557M |
R.R. DONNELLEYIL · 361004130-022 | UBS FINANCIAL SERVICES INC | $380M |
AVIENT CORPORATIONOH · 341730488-003 | (new plan) | $344M |
BOARD OF TRUSTEES OF METAL LATHERS LOCAL 46 ANNUITY FUNDNY · 136179359-001 | PRUDENTIAL RETIREMENT INSURANCE AND | $328M |
Plans lost in 2024
Appeared last year under JOHN HANCOCK LIFE INSURANCE COMPANY; not this year.
| Sponsor | To | Assets |
|---|---|---|
PEPSICO, INC.NY · 131584302-004 | UBS FINANCIAL SERVICES INC | $7.6B |
TRUSTEES OF THE MIDWEST OPERATING ENGINEERS PENSION TRUST FUNDIL · 366140097-001 | BRIDGEWAY BENEFIT TECHNOLOGIES | $5.4B |
PEPSICO, INC.NY · 131584302-121 | UBS FINANCIAL SERVICES INC | $4.3B |
BOARD OF TRUSTEES, UFCW NO. CALIFORNIA EMPLOYERS JOINT PENSION PLANCA · 946313554-001 | ALL VALLEY ADMINISTRATORS, LLC | $2.9B |
AMERICAN AIRLINES, INC. - RETIREMENTTX · 131502798-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $2.7B |
BOARD OF TRUSTEES OF PENSION FUND OF OPERATING ENGINEERS LOCAL 513MO · 430827344-001 | THE BANK OF NEW YORK MELLON | $700M |
WINTRUST FINANCIAL CORPORATONIL · 363873352-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $661M |
SHEET METAL WORKERS LOCAL NO. 17 ANNUITY INCOME FUNDMA · 046394579-003 | NOVAK FRANCELLA LLC | $540M |
MATIV HOLDINGS, INC.GA · 621612879-003 | THE VANGUARD GROUP, INC. | $486M |
PRIMO WATER HOLDINGS INCFL · 582020185-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $336M |
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 | $154,094 | 10y | - |
RTX CORPORATIONCT · 060570975-041 | $41.6B | 281,638 | $18,286 | 2y | 1 |
TRUSTEES OF UFCW INT'L UNION - INDUSTRY PENSION FUNDIL · 516055922-001 | $8.2B | 204,155 | $13,091 | 9y | - |
FIRSTENERGY CORP.OH · 341843785-001 | $6.5B | 38,934 | $88,165 | 10y | - |
EVERSOURCE ENERGY SERVICE COMPANYCT · 060810627-006 | $5.8B | 17,796 | $115,555 | 10y | - |
NATIONAL AUTOMATIC SPRINKLER INDUSTRY PENSION FUND JT BOARD OF TRUSTEEMD · 526054620-001 | $4.8B | 34,009 | $81,064 | 8y | - |
BOARD OF TRUSTEES OF ECA CHICAGO AND LOCAL UNION 134 IBEW PENSION PLANIL · 516030753-005 | $3.5B | 26,148 | $441,890 | 9y | - |
SPRINKLER INDUSTRY SUPPLEMENTAL PENSION FUND JOINT BOARD OF TRUSTEESMD · 141595069-001 | $3.3B | 29,607 | $983,990 | 10y | - |
CARPENTERS ANNUITY TRUST FUND FOR NORTHERN CALIFORNIACA · 946534591-001 | $3.3B | 64,255 | $75,704 | 9y | - |
HIGHMARK HEALTHPA · 453674900-333 | $3.1B | 34,883 | $13,001 | 6y | - |
Flag exposure
88.2%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 (491)
Raw Schedule C names collapsed into JOHN HANCOCK LIFE INSURANCE COMPANY.
- CLOSED DLR - ALLEN & CO
- CLOSED DLR BRONFMAN E L ROTHSCHILD
- CLOSED DLR- JJB HILLIARD W L LYONS
- CLOSED DLR-ALPHA PENSION GROUP INC
- CLOSED DLR-KMS FINANCIAL SERVICES
- CLOSED DLR-LAKESIDE WEALTH MGMT
- CLOSED DLR-SIGNATOR INVESTORS
- CLOSED DLR-WOODBURY FINANCIAL
- HANCOCK
- HOHN HANCOCK LIFE INS. COMPANY
- J HANCOCK
- J HANCOCK DIVERSIFIED MACRO R6
- JHANCOCK
- JHANCOCK DISC VAL MID CAP R4
- JHANCOCK DIVERSIFIED MACRO R6
- JHANCOCK FUNDS
- JHN HANCOCK LIFE INSURANCE COMPANY
- JOH64N HANCOCK USA
- JOHN AGENBROAD
- JOHN ALBERTI
- JOHN B SHEPHERD
- JOHN B. MORRILL
- JOHN B. SHEPHERD
- JOHN BELLUCCI
- JOHN BENNETT
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 JOHN HANCOCK LIFE INSURANCE COMPANY'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 | 101 | 3.22% | 7.76% | -4.55 pp |
| Fidelity bond gap | 179 | 5.70% | 26.94% | -21.24 pp |
| Late contributions | 768 | 24.45% | 1.71% | +22.74 pp |
| Failed to provide benefit | 10 | 0.32% | 0.14% | +0.18 pp |
| Corrective distributions | 777 | 24.74% | 1.76% | +22.98 pp |
| Loss discovered | 1 | 0.03% | 0.00% | 0.03 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with JOHN HANCOCK LIFE INSURANCE COMPANY. Compare to the incumbent market share (4.7%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-4.7 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).