PENSION BENEFIT INFORMATION
15 known aliases resolved via the canonical alias map
Market position · 2024
Plans served95+10 YoYRank #214 of mapped providers
Assets under administration$223.6B0.3%Market share · rank #65
Fees received$3MMedian $12,965/planSum across Schedule C direct + indirect
Net wins YoY+729 won · 22 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 PENSION BENEFIT INFORMATION plan look like?
Service mix · median fees per plan
Count of plans where PENSION BENEFIT INFORMATION ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other services; Direct payment from the planCode 49 | 48 | $12,666 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Other servicesCode 15 | 11 | $12,965 | |
Direct payment from the plan; Consulting (pension)Code 17 | 9 | $12,042 | |
Direct payment from the plan; Consulting (general)Code 16 | 8 | $36,184 | |
Other fees; Direct payment from the planCode 50 | 6 | $5,586 | |
Participant communication; Direct payment from the planCode 38 | 3 | $34,444 | |
Other feesCode 99 | 3 | $32,568 | |
Contract AdministratorCode 13 | 2 | $37,921 |
Competitor overlap
Percent of PENSION BENEFIT INFORMATION'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 PENSION BENEFIT INFORMATION.
| Sponsor | From | Assets |
|---|---|---|
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUNDIL · 366044243-001 | GARCIA HAMILTON & ASSOCIATES | $48.2B |
TRUSTEES OF COLUMBIA UNIVERSITYNY · 135598093-009 | THE VANGUARD GROUP, INC. | $4.7B |
BOARD OF TRUSTEES,CONSTRUCTION LABORERS PENSION TRUST FOR SOUTHERN CALCA · 436159056-001 | EAGLE CAPITAL MANAGEMENT, LLC | $3.7B |
OHIO OPERATING ENGINEERS PENSION PLANOH · 316129968-001 | GEIGER BROTHERS INC. | $3.6B |
BD OF TRUSTEES LOC. 804 & LOC. 447 MULTI-EMPLOYER RET. PLANGA · 516117726-001 | MESIROW FINANCIAL INVESTMENT MANAGE | $2.4B |
BOARD OF TRUSTEES MASON TENDERS DISTRICT COUNCIL PENSION FUNDNY · 136190433-074 | INTECH INVESTMENT MANAGEMENT LLC | $2.0B |
BOARD OF TRUSTEES OF THE S.E.I.U. NATIONAL INDUSTRY PENSION FUNDDC · 526148540-001 | CARL IVKA | $1.7B |
AMERICAN FEDERATION OF STATE, COUNTY AND MUNICIPAL EMPLOYEESDC · 530237789-001 | INSIGHT NORTH AMERICA LLC | $1.6B |
BOARD OF TRUSTEES RETIREMENT PLAN FOR HOSPITAL EMPLOYEESCA · 942995676-001 | WILLIAM BLAIR | $1.2B |
LEGRAND HOLDING, INC.CT · 980065554-001 | PRUDENTIAL RETIREMENT INSURANCE AND | $722M |
Plans lost in 2024
Appeared last year under PENSION BENEFIT INFORMATION; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERSDC · 366052390-001 | VITECH SYSTEMS GROUP | $23.5B |
CONSOLIDATED EDISON COMPANY OF NEW YORK, INC.NY · 135009340-001 | RFN, INC. | $16.2B |
EXXON MOBIL CORPORATIONTX · 135409005-001 | ALIGHT SOLUTIONS LLC | $12.0B |
VERIZON COMMUNICATIONS INC.NJ · 232259884-016 | DELAWARE INVESTMENTS | $10.9B |
VERIZON CORPORATE SERVICES GROUP INC.NJ · 131675522-001 | DELAWARE INVESTMENTS | $2.9B |
MACYS INCOH · 133324058-012 | MERRILL LYNCH PIERCE FENNER & SMITH | $2.0B |
MCKINSEY & COMPANY, INC.NY · 131826332-015 | JAMES A. REICHERT | $2.0B |
ATH HOLDING COMPANY LLCIN · 113713086-002 | GALLAGHER FIDUCIARY ADVISORS, LLC | $1.3B |
CARDTRONICS USA, INC.GA · 760419117-005 | ONEDIGITAL INVESTMENT ADVISORS LLC | $1.1B |
TRUSTEES UFCW LOCAL 1262 PENSION FUNDNJ · 226074414-001 | HEATHER ROMERI | $971M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUNDIL · 366044243-001 | $48.2B | 332,020 | $153,000 | 1y | - |
UNITED PARCEL SERVICE OF AMERICA, INC.GA · 951732075-001 | $21.2B | 144,570 | $61,000 | 6y | - |
BOARD OF TRUSTEES OF 1199SEIU HEALTH CARE EMPLOYEES PENSION FUNDNY · 133604862-001 | $16.9B | 296,800 | $94,954 | 4y | - |
BOARD OF TRUSTEES OF THE UPS/IBT FULL-TIME PENSION PLANGA · 266150755-001 | $12.2B | 102,332 | $34,509 | 5y | - |
MCKINSEY & COMPANY, INC.NY · 131826332-001 | $9.8B | 35,298 | $5,373 | 5y | 1 |
UNITED PARCEL SERVICE OF AMERICA, INC.GA · 951732075-022 | $9.3B | 246,785 | $72,965 | 7y | - |
LUMEN TECHNOLOGIES, INC.LA · 720651161-010 | $7.3B | 37,308 | $9,061 | 3y | - |
JOINT BOARD OF TRUSTEES, BAKERY & CONFECTIONERY UNION & INDUSTRYMD · 526118572-001 | $6.6B | 99,660 | $12,767 | 9y | - |
INTERNATIONAL PAPER COMPANYTN · 130872805-007 | $5.0B | 20,176 | $46,466 | 2y | 1 |
TRUSTEES OF COLUMBIA UNIVERSITYNY · 135598093-009 | $4.7B | 40,437 | $7,079 | 1y | - |
Flag exposure
96.8%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 (15)
Raw Schedule C names collapsed into PENSION BENEFIT INFORMATION.
- PENSION BENEFIT INFOFORMATION LLC
- PENSION BENEFIT INFORMATIOIN LLC
- PENSION BENEFIT INFORMATION
- PENSION BENEFIT INFORMATION (PBI)
- PENSION BENEFIT INFORMATION - PBI
- PENSION BENEFIT INFORMATION INC
- PENSION BENEFIT INFORMATION INC.
- PENSION BENEFIT INFORMATION LLC
- PENSION BENEFIT INFORMATION LLS
- PENSION BENEFIT INFORMATION SERVICE
- PENSION BENEFIT INFORMATION, INC
- PENSION BENEFIT INFORMATION, INC.
- PENSION BENEFIT INFORMATION, LLC
- PENSION BENEFIT INFORMATION, LLC (P
- PENSION BENEFIT INFORMATION, 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 PENSION BENEFIT INFORMATION'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 | 1 | 1.05% | 1.71% | -0.66 pp |
| Failed to provide benefit | 1 | 1.05% | 0.14% | +0.91 pp |
| Corrective distributions | 4 | 4.21% | 1.76% | +2.45 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 PENSION BENEFIT INFORMATION. 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).