NATIONAL BENEFITS SERVICES, LLC
3 known aliases resolved via the canonical alias map
Market position · 2024
Plans served2-1 YoYRank #3855 of mapped providers
Assets under administration$86M0.0%Market share · rank #7488
Fees received$10,830Median $5,415/planSum across Schedule C direct + indirect
Net wins YoY-11 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 NATIONAL BENEFITS SERVICES, LLC plan look like?
Service mix · median fees per plan
Count of plans where NATIONAL BENEFITS SERVICES, LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 1 | $6,765 | |
Investment management; Other feesCode 28 | 1 | $4,065 |
Competitor overlap
Percent of NATIONAL BENEFITS 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 BENEFITS SERVICES, LLC.
| Sponsor | From | Assets |
|---|---|---|
THE PARK SCHOOL OF BALTIMORE, INC.MD · 520591625-001 | NATIONAL BENEFIT SERVICES, LLC | $62M |
Plans lost in 2024
Appeared last year under NATIONAL BENEFITS SERVICES, LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANYIA · 420127290-333 | CHARLES SCHWAB & CO., INC. | $865M |
XERIS PHARMACEUTICALS, INC.IL · 203352427-002 | T ROWE PRICE RPS INC | $25M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
THE PARK SCHOOL OF BALTIMORE, INC.MD · 520591625-001 | $62M | 305 | $4,065 | 1y | - |
ST. LUKE COMMUNITY HOSPITAL AND NURSING HOMEMT · 810221486-001 | $24M | 640 | $6,765 | 6y | - |
Flag exposure
50.0%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 (3)
Raw Schedule C names collapsed into NATIONAL BENEFITS SERVICES, LLC.
- NATIONAL BENEFITS SERVICES
- NATIONAL BENEFITS SERVICES LLC
- NATIONAL BENEFITS 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 BENEFITS 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 | 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 NATIONAL BENEFITS SERVICES, LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent