SALTZMAN & JOHNSON
10 known aliases resolved via the canonical alias map
Market position · 2024
Plans served23+1 YoYRank #644 of mapped providers
Assets under administration$16.2B0.0%Market share · rank #801
Fees received$3MMedian $44,800/planSum across Schedule C direct + indirect
Net wins YoY+23 won · 1 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 SALTZMAN & JOHNSON plan look like?
Service mix · median fees per plan
Count of plans where SALTZMAN & JOHNSON ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Direct payment from the planCode 29 | 23 | $44,800 |
Competitor overlap
Percent of SALTZMAN & JOHNSON'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 SALTZMAN & JOHNSON.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES, REDWOOD EMPIRE ELECTRICAL WORKERS INDIVIDUALLY ALLCA · 946186900-001 | REDWOOD EMPIRE ELECTRICAL WORKERS | $283M |
JT. BOARD OF TRUSTEES - CMTA-GMPP & ALLIED WORKERS LOCAL 164B PENSIONCA · 946129501-001 | BENESYS, INC. | $112M |
Plans lost in 2024
Appeared last year under SALTZMAN & JOHNSON; not this year.
| Sponsor | To | Assets |
|---|---|---|
BD OF TRUSTEES, AUTOMOTIVE IND. INDIVIDUAL ACCOUNTCA · 941133245-002 | FREMONT BANK | $57M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES, PENSION TRUST FUND FOR OPERATINGCA · 946090764-001 | $5.4B | 45,574 | $870,629 | 10y | - |
BOARD OF TRUSTEES AUTOMOTIVE INDUSTRIES PENSION PLANCA · 941133245-001 | $2.1B | 22,897 | $144,689 | 9y | - |
SHEET METAL WORKERS PENSION TRUSTCA · 516115939-001 | $1.6B | 12,741 | $273,454 | 10y | - |
BOARD OF TRUSTEES OF THE U.A. LOCAL NO. 393 DEFINED BENEFIT PENSIONCA · 946359772-002 | $1.0B | 3,823 | $35,103 | 5y | - |
BOARD OF TRUSTEES OF THE U.A. LOCAL NO. 393 DEFINED CONTRIBUTION PLANCA · 946075617-003 | $772M | 3,349 | $12,065 | 4y | 1 |
BAY AREA PAINTERS & TAPERS PENSION TRUSTCA · 946276501-001 | $700M | 9,085 | $385,275 | 10y | - |
BOARD OF TRUSTEES FOR PACIFIC COAST ROOFERS PENSION PLANCA · 946051377-001 | $639M | 10,470 | $118,386 | 3y | - |
BOARD OF TRUSTEES, NO. CALIF. GLAZIERS ARCHITECTURAL METAL & GLASCA · 946083001-001 | $549M | 4,278 | $294,838 | 10y | - |
BOARD OF TRUSTEES, OPERATING ENGINEERS ANNUITY PLANCA · 946090764-002 | $548M | 28,943 | $69,870 | 10y | - |
BAY AREA PAINTERS & TAPERS ANNUITY FUNDCA · 946276501-002 | $544M | 12,666 | $45,285 | 10y | - |
Flag exposure
91.3%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 (10)
Raw Schedule C names collapsed into SALTZMAN & JOHNSON.
- ANTHEM BLUE CROSS HEALTH & LIFE INS
- ANTHEM BLUE CROSS LIFE & HEALTH INS
- SALTZMAN & JOHNSON
- SALTZMAN & JOHNSON LAW CORP
- SALTZMAN & JOHNSON LAW CORPORATION
- SALTZMAN & JOHNSON LAW GROUP
- SALTZMAN & JOHNSON, LAW CORPORATION
- SALTZMAN AND JOHNSON
- SALTZMAN AND JOHNSON LAW CORP
- SALTZMAN AND JOHNSON LAW CORPORATIO
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 SALTZMAN & JOHNSON'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 | 4.35% | 1.71% | +2.63 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 SALTZMAN & JOHNSON. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 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).