NATIONAL BENEFIT SERVICES, LLC
21 known aliases resolved via the canonical alias map
Market position · 2024
Plans served80-10 YoYRank #249 of mapped providers
Assets under administration$21.1B0.0%Market share · rank #616
Fees received$78MMedian $10,830/planSum across Schedule C direct + indirect
Net wins YoY-118 won · 19 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 NATIONAL BENEFIT SERVICES, LLC plan look like?
Service mix · median fees per plan
Count of plans where NATIONAL BENEFIT SERVICES, LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract AdministratorCode 13 | 39 | $10,549 | |
Recordkeeping fees; Participant loan processing; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 27 | $9,754 | |
Other feesCode 99 | 5 | $11,800 | |
Other services; Other feesCode 49 | 4 | $11,288 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Accounting (including auditing); Recordkeeping feesCode 10 | 3 | $2,317 | |
Plan Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Recordkeeping feesCode 14 | 1 | $2,925 | |
Other fees; Investment advisory (plan)Code 27 | 1 | $1,500 |
Competitor overlap
Percent of NATIONAL BENEFIT SERVICES, LLC'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 NATIONAL BENEFIT SERVICES, LLC.
| Sponsor | From | Assets |
|---|---|---|
WAYNE MEMORIAL HOSPITAL, INC.NC · 561484844-002 | PRINCIPAL LIFE INSURANCE COMPANY | $85M |
BOARD OF TRUSTEES, WESTERN REGION NWA · 330670046-333 | BUCKINGHAM STRATEGIC PARTNERS | $55M |
REGENCY TERRACE SOUTH, INC. D/B/A HALES CORNER CARE CENTERWI · 391098276-001 | (new plan) | $5M |
WASATCH HOMELESS HEALTH CARE, INC. DBA 4TH STREET CLINICUT · 870569356-002 | (new plan) | $4M |
ENVIROTECH MOLDED PRODUCTS, INC.UT · 753067231-001 | NATIONWIDE | $3M |
UINTA BREWING COMPANYUT · 870506090-002 | LPL FINANCIAL | $3M |
KENECT, LLCUT · 821997153-001 | (new plan) | $3M |
Plans lost in 2024
Appeared last year under NATIONAL BENEFIT SERVICES, LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANYIA · 420127290-334 | RBC WEALTH MANAGEMENT | $384M |
THE CHILDREN'S AID SOCIETYNY · 135562191-002 | VOYA RETIREMENT INSURANCE & ANNUITY | $58M |
THE PARK SCHOOL OF BALTIMORE, INC.MD · 520591625-001 | NATIONAL BENEFITS SERVICES, LLC | $58M |
XERIS PHARMACEUTICALS, INC.IL · 203352427-002 | T ROWE PRICE RPS INC | $25M |
THE INNOVATION INSTITUTE, LLCCA · 900745066-001 | BENETECH, INC. | $23M |
KOAM ENGINEERING SYSTEMS, INC.CA · 330771394-001 | (new plan) | $20M |
SME STEEL CONTRACTORS, INC.UT · 870495960-001 | ASCENSUS LLC | $14M |
HEALTHCARE ASSOCIATES OF IRVING, PLLCMN · 752674367-001 | PRINCIPAL LIFE INSURANCE COMPANY | $12M |
TELARUS, LLCUT · 460490810-001 | TOLLEY FINANCIAL GROUP LLC | $11M |
FULL SWING GOLFCA · 330196815-002 | LPL FINANCIAL | $11M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES OF 1199SEIU HEALTH CARE EMPLOYEES PENSION FUNDNY · 133604862-001 | $16.9B | 296,800 | $70M | 8y | - |
PRINCIPAL LIFE INSURANCE COMPANYIA · 420127290-333 | $997M | 9,840 | $12,010 | 3y | 2 |
STAGWELL GLOBAL LLCDC · 871877859-333 | $678M | 9,342 | $825,568 | 2y | 2 |
BOARD OF TRUSTEES OF THE 1199SEIU HOME CARE EMPLOYEES PENSION FUNDNY · 133943904-001 | $569M | 98,110 | $5M | 9y | - |
HELPSIDE INC.UT · 870476353-333 | $234M | 11,489 | $682,854 | 7y | 1 |
SAN DIEGO COASTAL MEDICAL GROUP, INC.CA · 330776371-001 | $136M | 345 | $3,000 | 10y | 1 |
CENTERSTONE OF AMERICA, INC.TN · 200072992-001 | $121M | 4,687 | $10,796 | 6y | 1 |
QUANTUM DESIGN INTERNATIONAL, INC.CA · 953728858-002 | $94M | 399 | $60,501 | 9y | 1 |
MEDICAL MANAGEMENT CONSULTANTS, INCCA · 953879274-333 | $87M | 1,829 | $281,906 | 3y | 2 |
WAYNE MEMORIAL HOSPITAL, INC.NC · 561484844-002 | $85M | 2,274 | $1,500 | 1y | - |
Flag exposure
85.0%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 (21)
Raw Schedule C names collapsed into NATIONAL BENEFIT SERVICES, LLC.
- 1199 SEIU NATIONAL BENEFIT FUND
- 1199SEIU NATIONAL BENEFIT FUND
- 1199SEIU NATIONAL BENEFIT FUND AND
- 1199SEIU NATIONAL BENEFIT FUND FOR
- 1199SEIU NBF HEALTH & HUMAN SVC EE'
- 1199SEIU NBF HOME CARE EE'S
- NATIONAL BENEFIT
- NATIONAL BENEFIT CONSULTANTS, INC.
- NATIONAL BENEFIT SERV - 20-3886993
- NATIONAL BENEFIT SERVICE
- NATIONAL BENEFIT SERVICE, LLC
- NATIONAL BENEFIT SERVICES
- NATIONAL BENEFIT SERVICES INC
- NATIONAL BENEFIT SERVICES LLC
- NATIONAL BENEFIT SERVICES, INC
- NATIONAL BENEFIT SERVICES, INC.
- NATIONAL BENEFIT SERVICES, INCL
- NATIONAL BENEFIT SERVICES, LLC
- NATIONAL BENEFIT SERVICES, LLC.
- NATIONAL BENEFIT SERVICES,INC.
- NATIONAL BENEFIT SERVICES,LLC
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 NATIONAL BENEFIT SERVICES, LLC'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 | 1 | 1.25% | 7.76% | -6.51 pp |
| Fidelity bond gap | 4 | 5.00% | 26.94% | -21.94 pp |
| Late contributions | 33 | 41.25% | 1.71% | +39.54 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 5 | 6.25% | 1.76% | +4.49 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 NATIONAL BENEFIT SERVICES, LLC. 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).