LUMEN TECHNOLOGIES SERVICE GROUP
3 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4+3 YoYRank #2737 of mapped providers
Assets under administration$16.1B0.0%Market share · rank #811
Fees received$3MMedian $59,825/planSum across Schedule C direct + indirect
Net wins YoY+33 won · 0 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 LUMEN TECHNOLOGIES SERVICE GROUP plan look like?
Service mix · median fees per plan
Count of plans where LUMEN TECHNOLOGIES SERVICE GROUP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Other servicesCode 49 | 2 | $31,527 | |
Direct payment from the plan; Plan AdministratorCode 14 | 1 | $2,672,014 | |
Other fees; Direct payment from the planCode 50 | 1 | $68,096 |
Competitor overlap
Percent of LUMEN TECHNOLOGIES SERVICE 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 LUMEN TECHNOLOGIES SERVICE GROUP.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES BOILERMAKER-BLACKSMITH NATIONALMO · 486168020-001 | CEDARHURST ASSOCIATES LLC | $7.5B |
BOARD OF TRUSTEES, AFTRA RETIREMENT PLANNY · 136414972-001 | FRONTIER CAPITAL MANAGEMENT | $2.9B |
BOARD OF TRUSTEES BOILERMAKERS NATIONAL ANNUITYMO · 481029345-001 | KELLY PRESS INC | $1.3B |
Plans lost in 2024
Appeared last year under LUMEN TECHNOLOGIES SERVICE GROUP; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES BOILERMAKER-BLACKSMITH NATIONALMO · 486168020-001 | $7.5B | 80,280 | $51,554 | 1y | - |
LUMEN TECHNOLOGIES, INC.LA · 720651161-001 | $4.3B | 35,763 | $3M | 3y | - |
BOARD OF TRUSTEES, AFTRA RETIREMENT PLANNY · 136414972-001 | $2.9B | 45,702 | $68,096 | 1y | - |
BOARD OF TRUSTEES BOILERMAKERS NATIONAL ANNUITYMO · 481029345-001 | $1.3B | 29,668 | $11,499 | 1y | - |
Flag exposure
75.0%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 (3)
Raw Schedule C names collapsed into LUMEN TECHNOLOGIES SERVICE GROUP.
- LUMEN
- LUMEN COMMUNICATION LLC
- LUMEN TECHNOLOGIES SERVICE GROUP
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 LUMEN TECHNOLOGIES SERVICE 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 | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 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 | 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 LUMEN TECHNOLOGIES SERVICE 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