MCGRIFF INSURANCE SERVICES
22 known aliases resolved via the canonical alias map
Market position · 2024
Plans served6-10 YoYRank #1835 of mapped providers
Assets under administration$1.3B0.0%Market share · rank #3728
Fees received$487,758Median $56,191/planSum across Schedule C direct + indirect
Net wins YoY-101 won · 11 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 MCGRIFF INSURANCE SERVICES plan look like?
Service mix · median fees per plan
Count of plans where MCGRIFF INSURANCE SERVICES ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan)Code 27 | 2 | $159,734 | |
Investment management; Direct payment from the planCode 28 | 2 | $70,957 | |
ActuarialCode 11 | 1 | $17,677 | |
Consulting (pension)Code 17 | 1 | $8,700 |
Competitor overlap
Percent of MCGRIFF INSURANCE SERVICES'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 MCGRIFF INSURANCE SERVICES.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under MCGRIFF INSURANCE SERVICES; not this year.
| Sponsor | To | Assets |
|---|---|---|
EDMUNDS.COM, INC.CA · 132587380-001 | PRECEPT ADVISORY GROUP | $118M |
SAN DIEGO ZOO WILDLIFE ALLIANCECA · 951648219-001 | MMA SECURITIES LLC | $113M |
CAROMONT HEALTH, INC.NC · 581636959-001 | MMA SECURITIES LLC | $113M |
SAN DIEGO ZOO WILDLIFE ALLIANCECA · 951648219-002 | MMA SECURITIES LLC | $103M |
SNYDER PAPER CORPORATIONNC · 560484179-001 | MMA SECURITIES LLC | $21M |
ALLINA HEALTH SYSTEMMN · 363261413-011 | MMA SECURITIES LLC | $15M |
ALICE MANUFACTURING COMPANY, INC.SC · 570660860-001 | MMA SECURITIES LLC | $8M |
MONTGOMERY GENERAL HOSPITALWV · 550372580-001 | MMA SECURITIES LLC | $3M |
PENDER EMS AND FIRE, INC.NC · 810567043-002 | MMA SECURITIES LLC | $3M |
FAMILY SERVICES, INC.NC · 560689235-003 | SUNTRUST BANKS, INC. | $3M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
MH SUB I LLCCA · 463259063-001 | $808M | 8,572 | $275,000 | 6y | 1 |
AGC OF AMERICA, SD CHAPTER, INC. 401(K) PROFIT SHARING PLANCA · 951951119-002 | $171M | 4,403 | $8,700 | 2y | 1 |
R. B. PAMPLIN CORPORATIONOR · 916033627-004 | $119M | 1,950 | $17,677 | 1y | - |
SUPER STORE INDUSTRIESCA · 942693940-001 | $107M | 629 | $74,000 | 3y | - |
AMERICAN INTEGRATED SERVICES, INC.CA · 954698255-001 | $31M | 669 | $67,914 | 2y | - |
SOFIE NETWORK INC.VA · 821041795-002 | $25M | 515 | $44,467 | 4y | 1 |
Flag exposure
83.3%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 (22)
Raw Schedule C names collapsed into MCGRIFF INSURANCE SERVICES.
- MCGRIFF INS SVCS
- MCGRIFF INSURANCE
- MCGRIFF INSURANCE SERVICES
- MCGRIFF INSURANCE SERVICES D/B/A SH
- MCGRIFF INSURANCE SERVICES INC
- MCGRIFF INSURANCE SERVICES INC DBA
- MCGRIFF INSURANCE SERVICES INC.
- MCGRIFF INSURANCE SERVICES, INC
- MCGRIFF INSURANCE SERVICES, INC.
- MCGRIFF INSURANCE SERVICES, LLC
- MCGRIFF INSURANCE SERVICES, LLC.
- MCGRIFF INSURANCE SVCS
- MCGRIFF INSURANCE, LLC
- MCGRIFF INSURANCES SERVICES, INC.
- MCGRIFF SEIBELS & WILLIAMS INC
- MCGRIFF SEIBELS & WILLIAMS OF GEORG
- MCGRIFF SEIBELS & WILLIAMS OF TEXAS
- MCGRIFF SEIBELS WILLIAMS
- MCGRIFF, SEIBELS & W
- MCGRIFF, SEIBELS & WILLIAMS
- MCGRIFF, SEIBELS & WILLIAMS, INC.
- MCGRIFF-CLIENT PAYMENTS
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 MCGRIFF INSURANCE SERVICES'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 | 2 | 33.33% | 1.71% | +31.62 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 16.67% | 1.76% | +14.91 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 MCGRIFF INSURANCE SERVICES. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent