MANULIFE ASSET MANAGEMENT
7 known aliases resolved via the canonical alias map
Market position · 2024
Plans served3-1 YoYRank #2922 of mapped providers
Assets under administration$61.8B0.1%Market share · rank #243
Fees received$4MMedian $354,101/planSum across Schedule C direct + indirect
Net wins YoY-10 won · 1 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 MANULIFE ASSET MANAGEMENT plan look like?
Service mix · median fees per plan
Count of plans where MANULIFE ASSET MANAGEMENT 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 planCode 28 | 2 | $1,720,333 | |
Investment management fees paid directly by planCode 51 | 1 | $354,101 |
Competitor overlap
Percent of MANULIFE ASSET MANAGEMENT'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 MANULIFE ASSET MANAGEMENT.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under MANULIFE ASSET MANAGEMENT; not this year.
| Sponsor | To | Assets |
|---|---|---|
COTTAGE HEALTHCA · 770431902-001 | UNICORN PARTNERS FUND IV, LP | $835M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEESWA · 916145047-001 | $56.4B | 639,222 | $3M | 4y | - |
TRUSTEES OF I.B. OF T. UNION LOCAL 710 PENSION FUNDIL · 362377656-001 | $4.5B | 21,566 | $354,101 | 8y | - |
BOARD OF TRUSTEES OF PENSION FUND OF OPERATING ENGINEERS LOCAL 513MO · 430827344-001 | $811M | 5,456 | $15,590 | 8y | - |
Flag exposure
100.0%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 (7)
Raw Schedule C names collapsed into MANULIFE ASSET MANAGEMENT.
- MANULIFE
- MANULIFE ASSET MANAGEMENT
- MANULIFE ASSET MANAGEMENT TEAM
- MANULIFE ASSET MANAGEMENT TRUST CO
- MANULIFE ASSET MANAGEMENT US LLC
- MANULIFE ASSET MGMT TST CO LLC
- MANULIFE INV MGMT TIMBER & AG
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 MANULIFE ASSET MANAGEMENT'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 MANULIFE ASSET MANAGEMENT. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent