PENSION ASSURANCE LLP
202 known aliases resolved via the canonical alias map
Market position · 2024
Plans served298+30 YoYRank #85 of mapped providers
Assets under administration$62.2B0.1%Market share · rank #237
Fees received$9MMedian $12,000/planSum across Schedule C direct + indirect
Net wins YoY+3287 won · 55 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 ASSURANCE LLP plan look like?
Service mix · median fees per plan
Count of plans where PENSION ASSURANCE LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant communication; Other services; Consulting (pension); Contract AdministratorCode 13 | 104 | $7,938 | |
Participant loan processing; Accounting (including auditing); Recordkeeping feesCode 10 | 82 | $14,000 | |
Other services; Other feesCode 49 | 29 | $5,213 | |
Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant loan processingCode 15 | 25 | $5,212 | |
Other feesCode 99 | 12 | $13,000 | |
Participant loan processing; Other fees; Claims processingCode 12 | 7 | $14,027 | |
Investment advisory (plan); Direct payment from the planCode 27 | 7 | $17,919 | |
Insurance servicesCode 23 | 5 | $26,063 |
Competitor overlap
Percent of PENSION ASSURANCE 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 PENSION ASSURANCE LLP.
| Sponsor | From | Assets |
|---|---|---|
SHELL USA, INC.TX · 131299890-002 | J. MUSE | $11.5B |
INTERNATIONAL PAPER COMPANYTN · 130872805-001 | ALIGHT SOLUTIONS LLC | $8.2B |
BOARD OF TRUSTEES, EIGHTH DISTRICT ELECTRICAL PENSIONNV · 846100393-001 | ULLICO | $1.2B |
PHI GROUP, INC.LA · 842513763-002 | POSTLETHWAITE & NETTERVILLE | $427M |
LOANDEPOT.COM, LLCCA · 264599244-002 | THE ANGELL PENSION GROUP, INC. | $397M |
RYAN, LLCTX · 752411641-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $387M |
PREMIUM BRANDS SERVICES LLCNJ · 300641353-002 | GREAT-WEST LIFE & ANNUITY INSURANCE | $383M |
NEW RELIC, INC.CA · 262017431-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $256M |
DELTA ELECTRONICS (AMERICAS) LTD.CA · 952843706-001 | THE VANGUARD GROUP, INC. | $170M |
CASE NEW HOLLAND INDUSTRIAL INC.WI · 391982756-001 | CNH AMERICA LLC | $156M |
Plans lost in 2024
Appeared last year under PENSION ASSURANCE LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES RETIREMENT PLAN FOR HOSPITAL EMPLOYEESCA · 942995676-001 | EPIC RETIREMENT PLAN SERVICES | $1.3B |
BOARD OF TRUSTEES, SOUTHERN CALIFORNIA LOCAL 831 -CA · 956376874-001 | PENSION BENEFIT INFORMATION | $459M |
BOARD OF TRUSTEES OF HAWAII LONGSHORE PENSION PLANHI · 990314293-001 | RAYMOND JAMES FINANCIAL SERVICES | $381M |
CALERES, INC.MO · 430197190-002 | WILLIS TOWERS WATSON US LLC | $344M |
COOLSYS, INC.CA · 820852708-001 | PRINCIPAL LIFE INSURANCE COMPANY | $184M |
BAKERS' LOCAL NO 433 PENSION PLANSD · 420653453-001 | (new plan) | $146M |
SARES-REGIS OPERATING COMPANY, LPCA · 330550001-001 | PRINCIPAL LIFE INSURANCE COMPANY | $77M |
PERCEPTIVE INFORMATICS, LLC D/B/A CALYXNC · 043517642-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $70M |
MISSION LINEN SUPPLYCA · 951942549-003 | GREAT-WEST LIFE & ANNUITY INSURANCE | $66M |
BREWER SCIENCE, INC.MO · 431240668-001 | ADP BROKER-DEALER | $66M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
SHELL USA, INC.TX · 131299890-002 | $11.5B | 24,265 | $198,487 | 1y | 1 |
SHELL USA, INC.TX · 131299890-001 | $9.7B | 31,775 | $229,630 | 2y | - |
NEW ENGLAND TEAMSTERS PENSION FUNDMA · 046372430-001 | $9.1B | 71,331 | $20,000 | 5y | - |
INTERNATIONAL PAPER COMPANYTN · 130872805-001 | $8.2B | 84,174 | $72,000 | 1y | - |
BOARD OF TRUSTEES-NEW YORK STATE NURSES ASSOCIATION PENSION PLANNY · 136604799-001 | $5.9B | 46,491 | $730,612 | 10y | - |
CLOUD SOFTWARE GROUP, INC.FL · 770449727-001 | $1.6B | 7,441 | $15,840 | 2y | 1 |
BOARD OF TRUSTEES, EIGHTH DISTRICT ELECTRICAL PENSIONNV · 846100393-001 | $1.3B | 21,064 | $23,537 | 2y | - |
STAGWELL GLOBAL LLCDC · 871877859-333 | $678M | 9,342 | $99,908 | 2y | 2 |
TTM TECHNOLOGIES, INC.CO · 911033443-001 | $625M | 7,618 | $19,800 | 4y | 2 |
BANCO POPULAR DE PUERTO RICOPR · 660561870-001 | $607M | 7,517 | $766,994 | 9y | - |
Flag exposure
87.6%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 (202)
Raw Schedule C names collapsed into PENSION ASSURANCE LLP.
- 6811 PENSION SERVICES
- B & E PENSION ADVISERS INC
- B&E PENSION ADVISERS, INC.
- G F PENSION CORP
- G&C PENSION, LLC
- G&C PENSION, LLC DBA TPSI
- KB PENSION SERICEIS, INC
- KB PENSION SERVICE
- KB PENSION SERVICE, INC
- KB PENSION SERVICES
- KB PENSION SERVICES INC
- KB PENSION SERVICES INC.
- KB PENSION SERVICES, INC
- KB PENSION SERVICES, INC.
- KB PENSION SERVIES INC
- NE PENSION PLAN SYSTEMS, LLC
- PENSION & BENEFIT SOLUTIONS INC.
- PENSION & BENEFIT SOLUTIONS, INC
- PENSION & BENEFITS LIVE
- PENSION & BENEFITS SOLUTIONS
- PENSION & BENEFITS SOLUTIONS INC
- PENSION & BENEFITS SOLUTIONS INC DB
- PENSION & BENEFITS SOLUTIONS INC.
- PENSION & BENEFITS SOLUTIONS, INC
- PENSION & BENEFITS SOLUTIONS, INC.
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 ASSURANCE 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 | 6 | 2.01% | 7.76% | -5.75 pp |
| Fidelity bond gap | 19 | 6.38% | 26.94% | -20.57 pp |
| Late contributions | 92 | 30.87% | 1.71% | +29.16 pp |
| Failed to provide benefit | 6 | 2.01% | 0.14% | +1.87 pp |
| Corrective distributions | 58 | 19.46% | 1.76% | +17.70 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 ASSURANCE LLP. Compare to the incumbent market share (0.4%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.4 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).