RUBINBROWN LLP
9 known aliases resolved via the canonical alias map
Market position · 2024
Plans served64+1 YoYRank #304 of mapped providers
Assets under administration$28.0B0.0%Market share · rank #488
Fees received$2MMedian $22,300/planSum across Schedule C direct + indirect
Net wins YoY+111 won · 10 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 RUBINBROWN LLP plan look like?
Service mix · median fees per plan
Count of plans where RUBINBROWN LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Accounting (including auditing)Code 10 | 60 | $21,950 | |
Direct payment from the plan; Consulting (general)Code 16 | 1 | $25,040 | |
Direct payment from the plan; Investment advisory (participants)Code 26 | 1 | $6,269 | |
Investment advisory (plan)Code 27 | 1 | $51,075 | |
Direct payment from the planCode 50 | 1 | $38,600 |
Competitor overlap
Percent of RUBINBROWN 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 RUBINBROWN LLP.
| Sponsor | From | Assets |
|---|---|---|
UMB FINANCIAL CORPORATIONMO · 430903811-001 | CBIZ RETIREMENT PLAN SERVICES | $718M |
HUSCH BLACKWELL LLPMO · 261688286-001 | FCI ADVISORS | $659M |
ZIFF DAVIS, INC.NY · 471053457-001 | EISNERAMPER LLP | $273M |
PECKHAM GUYTON ALBERS & VIETS, INC.MO · 430831161-001 | LOCKTON INVESTMENT ADVISORS, LLC | $61M |
HUSCH BLACKWELL LLPMO · 261688286-012 | FIDELITY INVESTMENTS INSTITUTIONAL | $39M |
ELKAY MANUFACTURING COMPANYWI · 361037010-003 | GRANT THORNTON LLP | $15M |
THE UROLOGY CENTER OF COLORADO, P.C.CO · 840611814-002 | PRINCIPAL LIFE INSURANCE COMPANY | $15M |
Plans lost in 2024
Appeared last year under RUBINBROWN LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
JOINT BOARD OF TRUSTEES MO-KAN IRON WORKERS PENSION PLANMO · 436130595-001 | ANDERS MINKLER HUBER & HELM LLP | $234M |
JOINT BOARD OF TRUSTEES MO-KAN IRON WORKERS ANNUITY PLANMO · 436130595-002 | ANDERS MINKLER HUBER & HELM LLP | $204M |
RESOURCE INNOVATIONS, INC.CA · 943342927-001 | CHARLES SCHWAB & CO., INC. | $78M |
KORTE CONSTRUCTION COMPANYIL · 371017433-002 | FIDELITY INVESTMENTS INSTITUTIONAL | $48M |
QP HEALTH CARE SERVICES, LLC. DBA VIVAGECO · 453183193-333 | PRINCIPAL LIFE INSURANCE COMPANY | $17M |
RCD LLCMO · 813695346-001 | PRINCIPAL LIFE INSURANCE COMPANY | $15M |
EMMAUS HOMES, INC.MO · 430653309-002 | PRINCIPAL LIFE INSURANCE COMPANY | $6M |
ARCH RESOURCES, INC.MO · 430921172-005 | (new plan) | $565,957 |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
ANHEUSER-BUSCH COMPANIES, LLCMO · 431162835-059 | $3.6B | 21,016 | $8,500 | 6y | 1 |
GARMIN INTERNATIONAL, INC.KS · 481088407-001 | $2.2B | 9,373 | $45,000 | 10y | - |
HALLMARK CARDS, INC.MO · 440272180-001 | $2.0B | 8,190 | $27,392 | 10y | - |
OLIN CORPORATIONMO · 131872319-002 | $1.8B | 18,546 | $20,800 | 5y | - |
PIPELINE INDUSTRY PENSION FUNDOK · 736146433-001 | $1.7B | 7,849 | $30,700 | 10y | - |
CARPENTERS PENSION TRUST FUND OF KANSAS CITYMO · 436108379-001 | $1.5B | 13,466 | $53,750 | 3y | - |
LEONARDO DRS, INC.VA · 132632319-001 | $1.3B | 8,846 | $22,600 | 9y | 2 |
CONSTRUCTION LABORERS PENSION TRUST OF GREATER ST. LOUIS TRUSTEESMO · 436142465-001 | $1.2B | 8,261 | $38,600 | 10y | - |
GROWMARK INC.IL · 370815318-334 | $1.1B | 7,445 | $34,855 | 10y | - |
CONSTRUCTION INDUSTRY LABORERS PENSION FUNDMO · 436060737-001 | $1.1B | 14,224 | $33,400 | 3y | - |
Flag exposure
89.1%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 RUBINBROWN LLP.
- RUBINBROWN
- RUBINBROWN ADVISORS
- RUBINBROWN ADVISORS LLC
- RUBINBROWN BENEFITS GROUP LLC
- RUBINBROWN LLC
- RUBINBROWN LLP
- RUBINBROWN, LLP
- RUBINBROWN,LLC
- RUBINBROWN,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 RUBINBROWN 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 | 5 | 7.81% | 1.71% | +6.10 pp |
| Failed to provide benefit | 4 | 6.25% | 0.14% | +6.11 pp |
| Corrective distributions | 16 | 25.00% | 1.76% | +23.24 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 RUBINBROWN 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).