PBGC PREMIUM
3 known aliases resolved via the canonical alias map
Market position · 2024
Plans served14-4 YoYRank #725 of mapped providers
Assets under administration$1.2B0.0%Market share · rank #2806
Fees received$2MMedian $23,440/planSum across Schedule C direct + indirect
Net wins YoY+34 won · 1 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 PBGC PREMIUM plan look like?
Service mix · median fees per plan
Count of plans where PBGC PREMIUM ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other insurance fees and expenses; Insurance servicesCode 23 | 4 | $129,280 | |
Other insurance fees and expensesCode 73 | 4 | $20,461 | |
Other feesCode 99 | 4 | $18,926 | |
ActuarialCode 11 | 1 | $797,392 | |
Insurance agents and brokersCode 22 | 1 | $19,314 |
Competitor overlap
Percent of PBGC PREMIUM'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 PBGC PREMIUM.
| Sponsor | From | Assets |
|---|---|---|
MCWANE, INC.AL · 630139000-001 | (new plan) | $134M |
ROOFERS LOCAL NO. 88 PENSION FUND BOARD OF TRUSTEESIL · 346615264-001 | CW BREITSMAN ASSOCIATES LLC | $25M |
MCWANE, INC.AL · 630139000-032 | (new plan) | $24M |
Plans lost in 2024
Appeared last year under PBGC PREMIUM; not this year.
| Sponsor | To | Assets |
|---|---|---|
HERSHEY ENTERTAINMENT & RESORTS COMPANYPA · 230691815-002 | (new plan) | $14M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
MUELLER GROUP, LLCGA · 371387813-005 | $285M | 4,203 | $797,392 | 7y | - |
MCWANE, INC.AL · 630139000-035 | $211M | 2,049 | $216,544 | 2y | - |
MCWANE, INC.AL · 630139000-001 | $134M | 2,311 | $244,622 | 1y | - |
I.B.E.W. LOCAL 540 PENSION FUNDOH · 346701444-001 | $126M | 1,040 | $35,945 | 9y | - |
BOARD OF TRUSTEES OF BUILDING MATL DRIVERS LOCAL 436 PENSION FUNDPA · 346665225-001 | $111M | 1,287 | $42,282 | 4y | - |
BRIDGE, STRUCTURAL & ORNAMENTAL IRONWORKERS LOCAL 207 PENSION FUNDOH · 346720162-001 | $80M | 658 | $23,976 | 7y | - |
TRUSTEES OF IBEW LOCAL NO. 573 PENSION PLANOH · 346570323-001 | $61M | 487 | $18,019 | 9y | - |
BOARD OF TRUSTEES OF HAWAII GLAZIERS PENSION TRUST FUNDCA · 990145070-001 | $54M | 523 | $19,314 | 1y | - |
IBEW LOCAL UNION 64 PENSION PLAN JOINT BOARD OF TRADESOH · 346654696-002 | $43M | 624 | $22,903 | 10y | - |
BOARD OF TRUSTEES - BRICKLAYERS 7 AND ALLIED CRAFTSMAN LOCAL NO 7OH · 346666798-001 | $42M | 362 | $13,875 | 10y | - |
Flag exposure
100.0%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 PBGC PREMIUM.
- PBGC
- PBGC PREMIUM
- PBGC- US TREASURY NYC
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 PBGC PREMIUM'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 PBGC PREMIUM. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent