S B H U LIFE AGENCY INC
5 known aliases resolved via the canonical alias map
Market position · 2024
Plans served74-9 YoYRank #270 of mapped providers
Assets under administration$1.3B0.0%Market share · rank #3706
Fees received$2MMedian $21,260/planSum across Schedule C direct + indirect
Net wins YoY-1011 won · 21 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 S B H U LIFE AGENCY INC plan look like?
Service mix · median fees per plan
Count of plans where S B H U LIFE AGENCY INC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other services; Other fees; Other commissionsCode 49 | 73 | $19,832 | |
Other fees; Investment advisory (plan); Other servicesCode 27 | 1 | $40,879 |
Competitor overlap
Percent of S B H U LIFE AGENCY INC'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 S B H U LIFE AGENCY INC.
| Sponsor | From | Assets |
|---|---|---|
LEE CONTRACTING, INC.MI · 383243830-002 | PRINCIPAL LIFE INSURANCE COMPANY | $25M |
VEROS TECHNOLOGIES, LLCVA · 472340721-001 | (new plan) | $19M |
PACIFIC GROUP RESORTS, INC.UT · 364778076-001 | MERRILL LYNCH PIERCE FENNER & SMITH | $16M |
AXIS ENERGY ADMINISTRATION, LLCTX · 831004542-001 | PRINCIPAL LIFE INSURANCE COMPANY | $16M |
ZEPPELIN SYSTEMS USA, INC.FL · 592324237-001 | (new plan) | $15M |
PANORAMA MORTGAGE GROUP, LLCNV · 208083209-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $9M |
HEALTHWELL FOUNDATION, INC.MD · 200413676-002 | PRINCIPAL LIFE INSURANCE COMPANY | $7M |
APPRENTICE FS, INC.NJ · 474249438-001 | VESTWELL | $6M |
ANGEL STUDIOS, INC.UT · 465217451-001 | PAYCHEX, INC. | $5M |
AXIOM MATERIALS, INC.CA · 271544357-001 | (new plan) | $4M |
Plans lost in 2024
Appeared last year under S B H U LIFE AGENCY INC; not this year.
| Sponsor | To | Assets |
|---|---|---|
CFD RESEARCH CORPORATIONAL · 630944385-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $35M |
ENKEI AMERICA, INC.IN · 351656521-001 | PRINCIPAL LIFE INSURANCE COMPANY | $34M |
SEMA CONSTRUCTION, INC.CO · 841163868-001 | TRANSAMERICA RETIREMENT SOLUTIONS | $33M |
SISLEY COSMETICS USANY · 550833218-001 | USI CONSULTING GROUP | $23M |
WILLIAMS FORM ENGINEERING CORPORATIONMI · 381175280-002 | PRINCIPAL LIFE INSURANCE COMPANY | $21M |
KC ENGINEERING AND LAND SURVEYING, P.C.NY · 112639911-001 | MORGAN STANLEY SMITH BARNEY | $20M |
THERMO KING FRESNO, INC.CA · 770015018-001 | LPL FINANCIAL | $9M |
MARINA LANDSCAPE, INC.CA · 953760820-001 | (new plan) | $6M |
BOSTON SWORD & TUNA, INC.MA · 200042071-001 | (new plan) | $6M |
AUTOBOOKS, INC.MI · 474469696-001 | (new plan) | $5M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
LYLES DIVERSIFIED, INC.CA · 941050189-001 | $111M | 420 | $16,983 | 9y | - |
TRUSTEES OF THE UNITE HERE LOCAL 26 401(K) PLANMA · 223674126-003 | $100M | 3,537 | $94,418 | 10y | 2 |
SCHULTHEIS & PANETTIERI, LLPNY · 131577780-003 | $67M | 215 | $134,838 | 3y | - |
AVION SOLUTIONS, INC.AL · 431596397-001 | $62M | 342 | $34,105 | 2y | - |
STOCKBRIDGE CAPITAL GROUP, LLCCA · 421558275-001 | $57M | 205 | $24,947 | 6y | 1 |
STACK EXCHANGE, INC.CA · 272445468-002 | $48M | 604 | $43,110 | 2y | 2 |
BRADY COMPANIES, LLCNV · 471404623-001 | $37M | 1,276 | $56,437 | 3y | 1 |
GALAXY SYSTEMS, INC.NJ · 133583090-002 | $32M | 689 | $8,440 | 10y | 1 |
PULSE ELECTRONICS CORPORATIONCA · 231292472-001 | $30M | 746 | $27,090 | 8y | - |
N.A. MANS & SONS, INC.MI · 380788330-002 | $29M | 285 | $28,294 | 3y | - |
Flag exposure
90.5%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 (5)
Raw Schedule C names collapsed into S B H U LIFE AGENCY INC.
- S B H U LIFE AGENCY
- S B H U LIFE AGENCY INC
- S B H U LIFE AGENCY INC.
- S B H U LIFE AGENCY, INC.
- S.B.H.U. LIFE AGENCY 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 S B H U LIFE AGENCY INC'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 | 2 | 2.70% | 7.76% | -5.06 pp |
| Fidelity bond gap | 4 | 5.41% | 26.94% | -21.54 pp |
| Late contributions | 20 | 27.03% | 1.71% | +25.31 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 17 | 22.97% | 1.76% | +21.21 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 S B H U LIFE AGENCY INC. 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).