PEOPLES UNITED BANK
23 known aliases resolved via the canonical alias map
Market position · 2024
Plans served3-3 YoYRank #2591 of mapped providers
Assets under administration$5.7B0.0%Market share · rank #1722
Fees received$612,809Median $13,163/planSum across Schedule C direct + indirect
Net wins YoY-21 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 PEOPLES UNITED BANK plan look like?
Service mix · median fees per plan
Count of plans where PEOPLES UNITED BANK ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid directly by plan; Direct payment from the plan; Investment advisory (plan)Code 27 | 2 | $299,823 | |
Consulting (general); Direct payment from the planCode 16 | 1 | $13,163 |
Competitor overlap
Percent of PEOPLES UNITED BANK'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 PEOPLES UNITED BANK.
| Sponsor | From | Assets |
|---|---|---|
LITTLE RED SCHOOL HOUSENY · 135562268-001 | (new plan) | $57M |
Plans lost in 2024
Appeared last year under PEOPLES UNITED BANK; not this year.
| Sponsor | To | Assets |
|---|---|---|
AMERICAN WATER WORKS CO., INC.NJ · 510063696-001 | MERCER | $703M |
BOARD OF TRUSTEE UNITE HERE! WORKERSMA · 454227067-026 | MEKETA INVESTMENT GROUP | $137M |
DALTON CORPORATION, WARSAW MANUFACTURING FACILITYIN · 350259770-002 | KRUGGEL, LAWTON & COMPANY, LLC | $34M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BD OF TRUSTEES UFCW CONSOLIDATED PENSION FUNDGA · 586101602-001 | $5.6B | 347,574 | $586,771 | 3y | - |
TRUSTEES OF LOCAL 219 PENSION TRUSTOH · 346682376-001 | $47M | 641 | $13,163 | 5y | - |
CHADWICK-BAROSS, INC.ME · 010143440-001 | $17M | 253 | $12,875 | 5y | - |
Flag exposure
66.7%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 (23)
Raw Schedule C names collapsed into PEOPLES UNITED BANK.
- CAMBRIDGE INVESMENT GROUP, INC.
- CENTERSQUARE INVESMENT MANAGEMENT
- CENTERSQUARE INVESMENT MGMT, INC.
- EPOCH INVESMENT PARTNERS, INC.
- FIDUCIARY PARTNERS INVESMENT CONSUL
- JP MORGAN INVESMENT MANAGEMENT INC
- M & T INVESMENT GROUP
- MTB OF MICHIGAN LLC
- MTB OF MICHIGAN, LLC
- NATIONAL INVESMENT SERVICES
- NELSON ROBERTS INVESMENT
- NELSON ROBERTS INVESMENT ADVI
- NISA INVESMENT ADVISORS, LLC
- PACIFIC INVESMENT MGMT CO. LLC
- PEOPLES UNITED BANK
- PEOPLES UNITED BANK, N.A.
- RESOURCES INVESMENT ADVISORS INC.
- RESOURCES INVESMENT ADVISORS LLC
- SANDHILL INVESMENT MGMT
- SPECTRUM INVESMENT ADVISORS
- STEELOAKS INVESMENT
- STRATEGIC CAPITAL INVESMENT ADVISOR
- VOLORIDGE INVESMENT MANAGEMENT
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 PEOPLES UNITED BANK'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 PEOPLES UNITED BANK. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent