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MEYER, UNKOVIC & SCOTT

18 known aliases resolved via the canonical alias map

Market position · 2024

Plans served35Rank #470 of mapped providers
Assets under administration$10.6B0.0%Market share · rank #1119
Fees received$1MMedian $22,951/planSum across Schedule C direct + indirect
Net wins YoY+02 won · 2 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 MEYER, UNKOVIC & SCOTT plan look like?
Service mix · median fees per plan
Count of plans where MEYER, UNKOVIC & SCOTT ships each service code, and the median compensation they report under it.
ServicePlansMedian feesDistribution
Legal; Direct payment from the planCode 29
35$22,951
Competitor overlap
Percent of MEYER, UNKOVIC & SCOTT'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 MEYER, UNKOVIC & SCOTT.
SponsorFromAssets
W PA TEAMSTERS & EMPLOYERS PENSIONPA · 256029946-001
PRUDENTIAL RETIREMENT INSURANCE AND$1.6B
BOARD OF TRUSTEES, ELECTRICAL WORKERS IBEW LOCAL 163 ANNUITY FUNDNJ · 236544827-001
I.E. SHAFFER & CO.$115M
Plans lost in 2024
Appeared last year under MEYER, UNKOVIC & SCOTT; not this year.
SponsorToAssets
GREATER PENNSYLVANIA CARPENTERS' PENSION FUNDPA · 256135570-001
GRAY, GRIFFITH & MAYS, A.C.$1.2B
BOARD OF TRUSTEES OF THE OHIO LABORERS ANNUITY FUNDOH · 921709100-001
CIUNI & PANICHI, INC.$12M
Top plans by assets
Searchable full list lands with the commercial layer.
PlanAssetsParticipantsFeesTenureFlags
BOARD OF TRUSTEES OF THE S.E.I.U. NATIONAL INDUSTRY PENSION FUNDDC · 526148540-001
$1.7B168,072$107,1745y-
W PA TEAMSTERS & EMPLOYERS PENSIONPA · 256029946-001
$1.6B19,523$118,4395y-
BD OF TR OPER ENG CONS. INDUSTRY MISCELLANEOUS PENSION FUNDPA · 256135579-001
$846M10,156$51,99510y-
BOARD OF TRUSTEES,IBEW LOCAL UNION NO 5 & WESTERN PA CHAPTER NECAPA · 256032108-001
$823M4,769$26,7868y-
GREATER PENNSYLVANIA CARPENTERS' ANNUITY AND SAVINGS FUNDPA · 256107170-001
$592M21,196$48,86210y-
WEST VIRGINIA LABORERS PENSION TRUST FUNDWV · 556026775-001
$570M7,245$37,7939y-
JOINT BOARD OF TRUSTEES, IBEW LOCAL UNION NO 5 & WESTERN PA CHAPTER NEPA · 251368983-002
$496M3,963$16,3698y-
BOARD OF TRUSTEES STEAMFITTERS LOCAL #449 PENSION FUNDPA · 256032401-001
$479M3,234$24,3256y-
BOARD OF TRUSTEES, STEAMFITTERS LOCAL #449 RETIREMENT SECURITY FUNDPA · 256135334-001
$402M4,857$27,1626y1
BOARD OF TRUSTEES IRON WORKERS PENSION PLAN OF WESTERN PAPA · 251283169-001
$297M2,936$12,7996y-
Flag exposure
91.4%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 (18)
Raw Schedule C names collapsed into MEYER, UNKOVIC & SCOTT.
  • MEYER JR, WILLIAM L.
  • MEYER UNKOVIC
  • MEYER UNKOVIC & SCOTT
  • MEYER UNKOVIC & SCOTT LLP
  • MEYER UNKOVIC & SCOTT, LLP
  • MEYER UNKOVIC AND SCOTT LLP
  • MEYER UNKOVIC SCOTT
  • MEYER UNKOVIC SCOTT LLP
  • MEYER, SUOZZI, ENGLISH & KLEIN PC 1
  • MEYER, UNKOVIC & SCOTT
  • MEYER, UNKOVIC & SCOTT LLP
  • MEYER, UNKOVIC & SCOTT, LLP
  • MEYER, UNKOVIC, & SCOTT
  • MEYER, UNKOVIC, & SCOTT LLP
  • MEYER, UNKOVIC, & SCOTT, LLP
  • MEYER, UNKOVIC, SCOTT LLP
  • MEYER, UNKOVICH, SCOTT, LLP
  • MEYER,UNKOVIC & SCOTT
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 MEYER, UNKOVIC & SCOTT's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
FlagPlans flaggedProvider %Market %Delta
Recently terminated00.00%7.76%-7.76 pp
Fidelity bond gap00.00%26.94%-26.94 pp
Late contributions12.86%1.71%+1.14 pp
Failed to provide benefit00.00%0.14%-0.14 pp
Corrective distributions00.00%1.76%-1.76 pp
Loss discovered00.00%0.00%-0.00 pp
New-plan formation share
Share of plans filing for the first time each year that landed with MEYER, UNKOVIC & SCOTT. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 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).
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