REBECCA HALEY
8 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5Rank #2226 of mapped providers
Assets under administration$5.6B0.0%Market share · rank #1746
Fees received$222,198Median $47,509/planSum across Schedule C direct + indirect
Net wins YoY+02 won · 2 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 REBECCA HALEY plan look like?
Service mix · median fees per plan
Count of plans where REBECCA HALEY ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Employee (plan); Direct payment from the planCode 30 | 5 | $47,509 |
Competitor overlap
Percent of REBECCA HALEY'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 REBECCA HALEY.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES I.U.O.E. LOCAL 4 ANNUITY FUNDMA · 043002474-002 | IRON MOUNTAIN | $725M |
TRUSTEES OF THE MEMBERS RETIREMENT PLANIL · 362164320-001 | ANN MARIE MCCULLOUGH | $674M |
Plans lost in 2024
Appeared last year under REBECCA HALEY; not this year.
| Sponsor | To | Assets |
|---|---|---|
COMMUNITY ACTION COMMITTEE OF PIKE COUNTY, INC.OH · 310718042-002 | NATIONWIDE | $7M |
COMMUNITY ACTION COMMITTEE OF PIKE COUNTY, INC.OH · 310718042-001 | PROACCOUNT | $4M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
PACE INDUSTRY UNION-MANAGEMENT PENSION FUNDTN · 116166763-001 | $2.8B | 60,684 | $46,439 | 10y | - |
BOARD OF TRUSTEES I.U.O.E. LOCAL 4 PENSION FUNDMA · 046013863-001 | $1.3B | 7,096 | $49,029 | 5y | - |
BOARD OF TRUSTEES I.U.O.E. LOCAL 4 ANNUITY FUNDMA · 043002474-002 | $725M | 6,298 | $29,061 | 3y | 1 |
TRUSTEES OF THE MEMBERS RETIREMENT PLANIL · 362164320-001 | $699M | 31,309 | $47,509 | 2y | 1 |
JT BD OF TRUSTEES SHEET METAL WORKERS PENSION FUNDLA · 720562245-001 | $55M | 638 | $50,160 | 3y | - |
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 (8)
Raw Schedule C names collapsed into REBECCA HALEY.
- REBECCA ADKINS
- REBECCA ANN BROOKBANK
- REBECCA BISKUPSKI
- REBECCA HALEY
- REBECCA L BARKER
- REBECCA L NEFF
- REBECCA WARNICKE
- REBECCA ZACCARDI
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 REBECCA HALEY'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 | 2 | 40.00% | 1.71% | +38.29 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 REBECCA HALEY. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent