MASSACHUSETTS MUTUAL LIFE INS. CO.
610 known aliases resolved via the canonical alias map
Market position · 2024
Plans served405-81 YoYRank #67 of mapped providers
Assets under administration$93.7B0.1%Market share · rank #138
Fees received$12MMedian $17,853/planSum across Schedule C direct + indirect
Net wins YoY-7078 won · 148 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 MASSACHUSETTS MUTUAL LIFE INS. CO. plan look like?
Service mix · median fees per plan
Count of plans where MASSACHUSETTS MUTUAL LIFE INS. CO. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Investment advisory (plan)Code 27 | 125 | $23,589 | |
Other commissionsCode 55 | 65 | $16,454 | |
Other services; Other fees; Other commissionsCode 49 | 40 | $8,003 | |
Other feesCode 99 | 30 | $26,541 | |
Shareholder servicing fees; Investment managementCode 28 | 28 | $0 | |
Trustee (bank, trust company, or similar financial institution); Recordkeeping fees; Other fees; Direct payment from the plan; Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 21 | $20,004 | |
Other insurance fees and expenses; Insurance services; Insurance agents and brokers; Investment management fees paid indirectly by planCode 22 | 21 | $217 | |
Investment management fees paid indirectly by plan; Custodial (securities)Code 19 | 19 | $0 |
Competitor overlap
Percent of MASSACHUSETTS MUTUAL LIFE INS. CO.'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 MASSACHUSETTS MUTUAL LIFE INS. CO..
| Sponsor | From | Assets |
|---|---|---|
BOARD OF DIRECTORS OF PENTEGRA DEFINED BENEFIT PLANNY · 135645888-333 | DYAL III PENSION INVESTORS LP | $3.2B |
SONOCO PRODUCTS COMPANYSC · 570248420-026 | GREAT-WEST LIFE & ANNUITY INSURANCE | $1.7B |
PLAN PROFESSIONALS, LLCNJ · 853213245-301 | TRUE TYPE PRINTING CO, INC. | $355M |
CERRIS, INC.KS · 363740049-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $85M |
BRONX CENTER FOR REHABILITATION & HEALTHCARENY · 134021585-001 | LPL FINANCIAL | $77M |
TUSCALOOSA PLUMBERS & STEAMFITTERS LOCAL 372 PENSION PLANAL · 630267566-002 | US REAL ESTATE INVESTMENT FUND LLC | $61M |
VAN CLEEF ENGINEERING ASSOCIATES,NJ · 222939230-002 | WITHUMSMITH+BROWN, PC | $54M |
PEARL MEYER & PARTNERS, LLCMA · 352324075-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $50M |
HARTUNG BROTHERS, INC.WI · 391215159-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $48M |
GREAT BAY DISTRIBUTORS, INC.FL · 591196133-002 | IFP ADVISORS INC DBA INDEPENDENT FI | $43M |
Plans lost in 2024
Appeared last year under MASSACHUSETTS MUTUAL LIFE INS. CO.; not this year.
| Sponsor | To | Assets |
|---|---|---|
PFIZER INCNY · 135315170-002 | AB FUNDS | $19.6B |
MAIN LINE HEALTH, INC.PA · 232331531-001 | PRIMARY WEALTH MANAGEMENT, LLC | $1.6B |
BOARD OF TRUSTEES, ANNUITY FUND OF LOCAL NO. ONE, I.A.T.S.E.NY · 133022965-002 | MEKETA INVESTMENT GROUP | $1.1B |
THE NEW YORK TIMES COMPANYNY · 131102020-010 | BDO USA, LLP | $1.1B |
LAND O'LAKES, INCMN · 410365145-001 | AON CONSULTING | $916M |
IBEW LOCAL 16, AFL-CIO & MULTI- EMPLOYER PENSION PLANTN · 351488049-001 | SOUTHERN BENEFIT ADMINISTRATORS | $379M |
HAYNES AND BOONE, LLPTX · 751312888-002 | TRUE NORTH ADVISORS | $315M |
ORANGE COUNTY IBEW-NECA BOARD OF TRUSTEESCA · 760759816-001 | MMA SECURITIES LLC | $262M |
ABERDEEN STANDARD INVESTMENTSPA · 510368279-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $189M |
SOUTHEAST GEORGIA HEALTH SYSTEM, INC.GA · 581911751-002 | NEWEDGE ADVISORS LLC | $181M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
INTERNATIONAL BUSINESS MACHINES CORPORATIONNY · 130871985-005 | $60.4B | 149,818 | $2M | 10y | - |
BD OF TRUSTEES OF THE ELEV CONSTU ANNUITY AND 401K RET PLANPA · 522125995-001 | $7.3B | 37,105 | $0 | 10y | 1 |
BOARD OF TRUSTEES-NEW YORK STATE NURSES ASSOCIATION PENSION PLANNY · 136604799-001 | $5.9B | 46,491 | $194,137 | 8y | - |
NATIONAL GRID USA SERVICE COMPANY, INC.NY · 041663150-003 | $2.1B | 6,047 | $7,710 | 1y | - |
JOINT BOARD OF TRUSTEES ELECTRICAL WORKERS LOCAL 103 IBEWMA · 046063734-001 | $1.9B | 10,363 | $158,856 | 4y | - |
SONOCO PRODUCTS COMPANYSC · 570248420-026 | $1.7B | 15,889 | $0 | 1y | 2 |
STAGWELL GLOBAL LLCDC · 871877859-333 | $678M | 9,342 | $632,344 | 2y | 2 |
BOARD OF TRUSTEES LOCAL NO. 8 IBEW RETIREMENT PLAN & TRUSTOH · 346596899-001 | $671M | 3,162 | $0 | 8y | - |
PRINCIPAL LIFE INSURANCE COMPANYIA · 420127290-334 | $651M | 163,954 | $15,038 | 2y | 2 |
US LBM, LLCGA · 883219071-001 | $620M | 17,809 | $17,067 | 2y | 1 |
Flag exposure
82.0%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 (610)
Raw Schedule C names collapsed into MASSACHUSETTS MUTUAL LIFE INS. CO..
- 1 MASSACHUSETTS MUTUAL LIFE INS CO
- 10 MASSACHUSETTS MUTUAL LIFE INS CO
- 11 MASSACHUSETTS MUTUAL LIFE INS CO
- 13 MASSACHUSETTS MUTUAL LIFE INS CO
- 14 MASSACHUSETTS MUTUAL LIFE INS CO
- 15 MASSACHUSETTS MUTUAL LIFE INS CO
- 16 MASSACHUSETTS MUTUAL LIFE INS CO
- 22 MASSACHUSETTS MUTUAL LIFE INS CO
- 3 MASSACHUSETTS MUTUAL LIFE INS CO
- 4 MASSACHUSETTS MUTUAL LIFE INS CO
- 5 MASSACHUSETTS MUTUAL LIFE INS CO
- 6 MASSACHUSETTS MUTUAL LIFE INS CO
- 7 MASSACHUSETTS MUTUAL LIFE INS CO
- 8 MASSACHUSETTS MUTUAL LIFE INS CO
- 9 MASSACHUSETTS MUTUAL LIFE INS CO
- BARING PROPERTY FUND
- BARINGS
- BARINGS ASSET MANAGEMENT
- BARINGS CIT
- BARINGS COLLECTIVE INVESTMENT TRUST
- BARINGS CORE PROPERTY FUND
- BARINGS CORE PROPERTY FUND LP
- BARINGS FOCUSED FUND
- BARINGS FUNDS
- BARINGS INTERNATIONAL
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 MASSACHUSETTS MUTUAL LIFE INS. CO.'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 | 12 | 2.96% | 7.76% | -4.80 pp |
| Fidelity bond gap | 27 | 6.67% | 26.94% | -20.27 pp |
| Late contributions | 94 | 23.21% | 1.71% | +21.50 pp |
| Failed to provide benefit | 6 | 1.48% | 0.14% | +1.34 pp |
| Corrective distributions | 97 | 23.95% | 1.76% | +22.19 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 MASSACHUSETTS MUTUAL LIFE INS. CO.. Compare to the incumbent market share (0.6%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.6 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).