AMERICAN UNITED LIFE INSURANCE CO
121 known aliases resolved via the canonical alias map
Market position · 2024
Plans served991-75 YoYRank #31 of mapped providers
Assets under administration$40.0B0.0%Market share · rank #381
Fees received$55MMedian $38,397/planSum across Schedule C direct + indirect
Net wins YoY-7173 won · 144 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 AMERICAN UNITED LIFE INSURANCE CO plan look like?
Service mix · median fees per plan
Count of plans where AMERICAN UNITED LIFE INSURANCE CO ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Sub-transfer agency fees; Recordkeeping fees; Other insurance wrap fees; Investment management fees paid indirectly by plan; Direct payment from the plan; Shareholder servicing fees; Distribution (12b-1) fees; Participant communication; Insurance mortality and expense charge; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 950 | $38,339 | |
Other insurance wrap fees; Insurance mortality and expense chargeCode 66 | 27 | $16,823 | |
Investment management; Investment management fees paid indirectly by planCode 28 | 21 | $11,968 | |
Other fees; Investment advisory (plan)Code 27 | 16 | $18,451 | |
Sub-transfer agency fees; Other insurance wrap fees; Insurance mortality and expense charge; Shareholder servicing fees; Investment management fees paid indirectly by plan; Distribution (12b-1) feesCode 52 | 14 | $0 | |
Shareholder servicing fees; Participant loan processing; Insurance mortality and expense charge; Participant communication; Distribution (12b-1) fees; Investment management fees paid indirectly by plan; Sub-transfer agency fees; Direct payment from the plan; Other insurance wrap feesCode 37 | 10 | $29,567 | |
Plan Administrator; Named fiduciaryCode 14 | 7 | $6,331 | |
Sub-transfer agency fees; Other insurance wrap fees; Insurance mortality and expense charge; Participant communication; Shareholder servicing fees; Investment management fees paid indirectly by plan; Distribution (12b-1) feesCode 38 | 6 | $18,155 |
Competitor overlap
Percent of AMERICAN UNITED LIFE INSURANCE 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 AMERICAN UNITED LIFE INSURANCE CO.
| Sponsor | From | Assets |
|---|---|---|
MID-SOUTH INDEPENDENT SCHOOL BUSINESS OFFICERS, INC.GA · 582057721-005 | EQUITABLE ADVISORS LLC | $395M |
HAWKINS, INC.MN · 410771293-003 | MATRIX TRUST COMPANY | $108M |
VP HOLDINGS CORP.WI · 391973530-001 | NEWPORT GROUP, INC. | $69M |
PACERS BASKETBALL, LLCIN · 351563785-001 | GALLAGHER FIDUCIARY ADVISORS, LLC | $59M |
THE COMMUNITY BUILDERS, INC.MA · 042324773-001 | ALBION CONSULTING GROUP, INC. | $46M |
J. PAUL WIESNER & ASSOCIATES, CHTD. DBA RADIOLOGY ASSOCIATES OF NEVADANV · 880307447-001 | (new plan) | $43M |
MERIDIAN HEALTH SERVICES CORP.IN · 351302836-001 | RAYMOND JAMES FINANCIAL SERVICES | $43M |
CAPITOL FEDERAL FINANCIAL, INCKS · 272631712-003 | PRINCIPAL LIFE INSURANCE COMPANY | $40M |
WESLEYLIFEIA · 300577845-005 | ACCEL WEALTH MANAGEMENT | $39M |
CAPITOL FEDERAL FINANCIAL, INC.KS · 272631712-002 | PRINCIPAL LIFE INSURANCE COMPANY | $31M |
Plans lost in 2024
Appeared last year under AMERICAN UNITED LIFE INSURANCE CO; not this year.
| Sponsor | To | Assets |
|---|---|---|
QUAD/GRAPHICS, INC.WI · 391152983-003 | MARINER LLC | $2.1B |
CITY NATIONAL BANKCA · 951780067-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $1.5B |
PAUL HASTINGS LLPCA · 952209675-024 | SILCHESTER INTERNATIONAL INVESTORS | $989M |
COX, CASTLE & NICHOLSON LLPCA · 952547124-003 | ONEDIGITAL INVESTMENT ADVISORS LLC | $236M |
MERZ, INCORPORATEDNC · 561540459-003 | CHARLES SCHWAB & CO., INC. | $196M |
BADGER METER, INC.WI · 390143280-009 | CHARLES SCHWAB & CO., INC. | $187M |
SAFRAN CABIN INC.CA · 980458320-001 | T ROWE PRICE RPS INC | $181M |
SINAI HEALTH SYSTEMIL · 363166895-004 | METLIFE LIFE INSURANCE COMPANY | $152M |
LEVI, RAY & SHOUP, INC.IL · 371073724-001 | TROXELL FINANCIAL | $149M |
FLEET FARM WHOLESALE SUPPLY COMPANY, LLCWI · 410806238-002 | JOHN HANCOCK LIFE INSURANCE COMPANY | $140M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC.WI · 391606449-002 | $2.9B | 12,092 | $537,905 | 9y | - |
PILLSBURY WINTHROP SHAW PITTMAN LLPCA · 941311126-001 | $1.2B | 2,313 | $20,300 | 10y | 1 |
PAUL HASTINGS LLPCA · 952209675-001 | $1.1B | 3,941 | $472,963 | 9y | - |
LESTER E. COX MEDICAL CENTERSMO · 440577118-003 | $964M | 16,589 | $495,770 | 3y | - |
US RADIOLOGY SPECIALISTS, INC.NC · 823626023-001 | $571M | 5,506 | $443,396 | 5y | 2 |
ONEAMERICA FINANCIAL PARTNERS INC.IN · 352126602-001 | $507M | 4,339 | $0 | 10y | - |
VERMEER CORPORATIONIA · 420663191-001 | $499M | 5,384 | $412,130 | 6y | - |
EMPIRE SOUTHWEST LLCAZ · 860894087-002 | $487M | 4,885 | $356,864 | 10y | - |
THOMPSON COBURN LLPMO · 430666662-002 | $484M | 1,050 | $311,701 | 9y | - |
LOEB & LOEB LLPCA · 951780806-005 | $438M | 1,024 | $95,974 | 10y | 1 |
Flag exposure
80.6%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 (121)
Raw Schedule C names collapsed into AMERICAN UNITED LIFE INSURANCE CO.
- 0MERICAN UNITED LIFE INSURANCE CO
- AMAERICAN UNITED LIFE INSURANCE CO.
- AMEERICAN UNITED LIFE INSURANCE CO
- AMEICAN CENTURY
- AMEICAN UNITED LIFE INSURANCE CO
- AMERCAN UNITED LIFE INSURANCE CO.
- AMERCIAN UNITED LIFE INSURANCE CO
- AMERCIAN UNITED LIFE INSURANCE COMP
- AMERICA UNITED LIFE INSURANCE CO
- AMERICAN UNITED AMERICAN CENTURY
- AMERICAN UNITED EMPLOYERS LL
- AMERICAN UNITED HEALTH INSURANCE CO
- AMERICAN UNITED INSURANCE CO
- AMERICAN UNITED INSURANCE CO.
- AMERICAN UNITED INSURANCE COMPANY
- AMERICAN UNITED LEFE INSURANCE CO
- AMERICAN UNITED LIFE
- AMERICAN UNITED LIFE AGENCY CO
- AMERICAN UNITED LIFE DEUTSCHE
- AMERICAN UNITED LIFE INCURANCE CO
- AMERICAN UNITED LIFE INS
- AMERICAN UNITED LIFE INS CO
- AMERICAN UNITED LIFE INS COM
- AMERICAN UNITED LIFE INS.
- AMERICAN UNITED LIFE INS. CO
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 AMERICAN UNITED LIFE INSURANCE 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 | 38 | 3.83% | 7.76% | -3.93 pp |
| Fidelity bond gap | 55 | 5.55% | 26.94% | -21.39 pp |
| Late contributions | 238 | 24.02% | 1.71% | +22.30 pp |
| Failed to provide benefit | 3 | 0.30% | 0.14% | +0.16 pp |
| Corrective distributions | 193 | 19.48% | 1.76% | +17.72 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 AMERICAN UNITED LIFE INSURANCE CO. Compare to the incumbent market share (1.5%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-1.5 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).