PBMARES, LLP
9 known aliases resolved via the canonical alias map
Market position · 2024
Plans served46-2 YoYRank #363 of mapped providers
Assets under administration$18.7B0.0%Market share · rank #689
Fees received$794,005Median $13,559/planSum across Schedule C direct + indirect
Net wins YoY+014 won · 14 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 PBMARES, LLP plan look like?
Service mix · median fees per plan
Count of plans where PBMARES, LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Direct payment from the plan; Accounting (including auditing)Code 10 | 24 | $21,600 | |
Other services; Contract Administrator; Other fees; Direct payment from the planCode 13 | 11 | $12,989 | |
Other services; Other fees; Direct payment from the planCode 49 | 6 | $5,932 | |
Direct payment from the plan; ActuarialCode 11 | 2 | $13,272 | |
Participant loan processing; Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 1 | $4,345 | |
Direct payment from the plan; Sub-transfer agency feesCode 50 | 1 | $2,307 | |
Other insurance fees and expensesCode 73 | 1 | $6,036 |
Competitor overlap
Percent of PBMARES, LLP'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 PBMARES, LLP.
| Sponsor | From | Assets |
|---|---|---|
THERMO FISHER SCIENTIFIC INC.PA · 042209186-001 | T ROWE PRICE RPS INC | $10.3B |
MITSUBISHI CHEMICAL AMERICA, INCNC · 522196843-003 | PB MARES | $670M |
CMA CGM (AMERICA) LLCVA · 223522528-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $333M |
SCIENCE SYSTEMS AND APPLICATIONS, INC.MD · 521087599-001 | TRANSAMERICA RETIREMENT SOLUTIONS | $228M |
SECURITAS TECHNOLOGY CORPORATIONCA · 474992129-001 | MERRILL LYNCH PIERCE FENNER & SMITH | $199M |
TREDEGAR CORPORATIONVA · 541497771-002 | FIDELITY INVESTMENTS INSTITUTIONAL | $137M |
SMS DATA PRODUCTS GROUP, INC.VA · 541039383-003 | PB MARES | $84M |
METHODIST UNIVERSITYNC · 560657294-001 | TIAA | $63M |
TEOCO CORPORATIONVA · 541727406-001 | STRATEGIC ADVISORS, INC. | $58M |
NATIONAL INSTITUTE OF AEROSPACE ASSOCIATES DBA NATIONAL INSTITUTE OF AVA · 542065665-001 | TIAA | $37M |
Plans lost in 2024
Appeared last year under PBMARES, LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
PHARMACEUTICAL PRODUCT DEVELOPMENT, LLCNC · 561640186-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $1.5B |
BOARD OF TRUSTEES OF THE STEAMSHIP TRADE ASSOCIATION OF BALTIMORE,MD · 526036829-001 | PRUDENTIAL RETIREMENT INSURANCE AND | $974M |
BOARD OF TRUSTEES OF THE STEAMSHIP TRADE ASSOCIATION OF BALTIMORE, INCMD · 522035147-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $114M |
THE CHRISTIAN BROADCASTING NETWORK, INC.VA · 540678752-002 | PB MARES | $93M |
BOARD OF TRUSTEES OF THE NOE ANNUITY PLANTN · 721417592-002 | GREAT-WEST LIFE & ANNUITY INSURANCE | $77M |
BOARD OF TRUSTEES OF THE NOE PENSION PLANTN · 720219840-001 | DANIELS, IRWIN & AYLOR | $47M |
CHOWAN UNIVERSITYNC · 560554199-001 | TIAA | $24M |
ITA INTERNATIONAL, LLCVA · 542015858-001 | THE ASCENT GROUP, LLC | $22M |
COSMOS CLUBDC · 530052500-002 | THE VANGUARD GROUP, INC. | $13M |
SABEL SYSTEMS TECHNOLOGY SOLUTIONS LLCOH · 542047197-001 | SIGNATURE ESTATE & INVESTMENT | $12M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
THERMO FISHER SCIENTIFIC INC.PA · 042209186-001 | $10.3B | 72,605 | $43,707 | 1y | 2 |
FERGUSON ENTERPRISES, LLCVA · 541473338-002 | $3.6B | 38,897 | $23,500 | 3y | 1 |
RED HAT, INC.NC · 061364380-001 | $1.9B | 10,061 | $10,500 | 5y | 1 |
MITSUBISHI CHEMICAL AMERICA, INCNC · 522196843-003 | $670M | 5,069 | $85,353 | 2y | 1 |
CMA CGM (AMERICA) LLCVA · 223522528-001 | $333M | 2,369 | $8,325 | 1y | 2 |
SCIENCE SYSTEMS AND APPLICATIONS, INC.MD · 521087599-001 | $228M | 1,436 | $19,793 | 1y | - |
SECURITAS TECHNOLOGY CORPORATIONCA · 474992129-001 | $199M | 4,380 | $48,465 | 1y | - |
LUCK STONE CORPORATIONVA · 540630628-002 | $174M | 1,167 | $19,425 | 3y | - |
TREDEGAR CORPORATIONVA · 541497771-002 | $137M | 1,916 | $38,307 | 3y | - |
LUCK STONE CORPORATIONVA · 540630628-001 | $125M | 1,295 | $21,675 | 3y | - |
Flag exposure
71.7%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 (9)
Raw Schedule C names collapsed into PBMARES, LLP.
- PBMAES, LLP
- PBMARES
- PBMARES LLC
- PBMARES LLP
- PBMARES, LLC
- PBMARES, LLP
- PBMARES, LLP - NORFOLK
- PBMARES, LLP.
- PBMARES,LLP
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 PBMARES, LLP'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 | 13 | 28.26% | 1.71% | +26.55 pp |
| Failed to provide benefit | 3 | 6.52% | 0.14% | +6.38 pp |
| Corrective distributions | 10 | 21.74% | 1.76% | +19.98 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 PBMARES, LLP. 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).