LONG ISLAND EMPLOYEE BENEFITS GROUP
31 known aliases resolved via the canonical alias map
Market position · 2024
Plans served19-1 YoYRank #820 of mapped providers
Assets under administration$2.8B0.0%Market share · rank #2627
Fees received$349,647Median $8,000/planSum across Schedule C direct + indirect
Net wins YoY-23 won · 5 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 LONG ISLAND EMPLOYEE BENEFITS GROUP plan look like?
Service mix · median fees per plan
Count of plans where LONG ISLAND EMPLOYEE BENEFITS GROUP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant loan processing; Contract AdministratorCode 13 | 5 | $3,582 | |
Investment management; Investment management fees paid indirectly by planCode 28 | 4 | $7,412 | |
Accounting (including auditing)Code 10 | 3 | $6,000 | |
Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant loan processingCode 15 | 2 | $31,607 | |
Recordkeeping fees; Other fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant loan processing; Other services; Plan AdministratorCode 14 | 1 | $8,787 | |
Consulting (general); Direct payment from the planCode 16 | 1 | $14,790 | |
Consulting (pension)Code 17 | 1 | $7,125 | |
Investment management; Other fees; Investment advisory (plan)Code 27 | 1 | $7,000 |
Competitor overlap
Percent of LONG ISLAND EMPLOYEE BENEFITS GROUP'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 LONG ISLAND EMPLOYEE BENEFITS GROUP.
| Sponsor | From | Assets |
|---|---|---|
YORK BUILDING PRODUCTS CO., INC.PA · 231531886-001 | THE GLENMEDE TRUST COMPANY, N.A. | $101M |
INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS, INC.WI · 391034021-003 | THE SEGAL COMPANY | $52M |
STEWART & TATE, INC.PA · 231624612-002 | THE GLENMEDE TRUST COMPANY, N.A. | $28M |
Plans lost in 2024
Appeared last year under LONG ISLAND EMPLOYEE BENEFITS GROUP; not this year.
| Sponsor | To | Assets |
|---|---|---|
ALPEK POLYESTER USA, LLCNC · 522343187-002 | PRINCIPAL LIFE INSURANCE COMPANY | $75M |
NEW VISIONS FOR PUBLIC SCHOOLSNY · 133538961-001 | RAYMOND JAMES FINANCIAL SERVICES | $67M |
ALPEK POLYESTER MISSISSIPPI, INC.NC · 640877945-005 | FIDELITY INVESTMENTS INSTITUTIONAL | $28M |
NADAP, INC.NY · 132814327-001 | (new plan) | $10M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
ERNST & YOUNG U.S. LLPNJ · 346565596-114 | $2.2B | 38,877 | $143,705 | 7y | - |
CHROMALLOY CORPORATIONFL · 131885030-084 | $150M | 2,485 | $17,198 | 6y | - |
DAVIDSON COLLEGENC · 560529961-002 | $140M | 0 | $8,000 | 2y | - |
YORK BUILDING PRODUCTS CO., INC.PA · 231531886-001 | $101M | 665 | $0 | 1y | 1 |
THE CENTER FOR DISCOVERY, INC.NY · 141395426-001 | $73M | 1,933 | $14,790 | 10y | - |
INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS, INC.WI · 391034021-003 | $52M | 314 | $14,823 | 1y | - |
STEWART & TATE, INC.PA · 231624612-002 | $28M | 314 | $0 | 1y | 1 |
SPORT CHEVROLET COMPANY LLCMD · 520792420-002 | $17M | 255 | $34,860 | 10y | 1 |
THE BOARD OF TRUSTEES OF THE UFCW LOCAL 1-D 401KNY · 822171406-001 | $17M | 471 | $36,219 | 7y | 1 |
UNITED CEREBRAL PALSY OF QUEENS, INC.NY · 111665821-002 | $16M | 459 | $6,129 | 10y | - |
Flag exposure
84.2%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 (31)
Raw Schedule C names collapsed into LONG ISLAND EMPLOYEE BENEFITS GROUP.
- IR&M LONG CORPORATE
- IR&M LONG CORPORATION
- IR&M LONG GOV'T CREDIT FUND LLC
- IR&M LONG GOVT CREDIT FUND
- LONG & LONG
- LONG & LONG LLP
- LONG & LONG, LLP
- LONG AND ASSOC PC
- LONG CPA
- LONG CPA PLLC
- LONG CPA, LLP
- LONG CPA, PLLC
- LONG FINANCIAL PLANNING
- LONG ISLAND EMP BENEFIT GRP
- LONG ISLAND EMPLOYEE BENEFITS
- LONG ISLAND EMPLOYEE BENEFITS GROUP
- LONG ISLAND EMPLOYEE BENEFITS GRP
- LONG ISLAND EMPLOYEE BENFITS GROUP
- LONG ISLAND EMPPLOYEE BENEFITS GROU
- LONG SHORT ADVISORS, LLC
- LONG US CREDIT INDEX
- LONG WHARF REAL ESTATE
- LONG WHARF REAL ESTATE PARTNERS
- LONG, CPA PLLC
- LONG, DAVID E.
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 LONG ISLAND EMPLOYEE BENEFITS GROUP'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 | 5.26% | 7.76% | -2.50 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 6 | 31.58% | 1.71% | +29.87 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 3 | 15.79% | 1.76% | +14.03 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 LONG ISLAND EMPLOYEE BENEFITS GROUP. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent