SCHUCHAT, COOK & WERNER
5 known aliases resolved via the canonical alias map
Market position · 2024
Plans served14-2 YoYRank #1183 of mapped providers
Assets under administration$4.1B0.0%Market share · rank #2180
Fees received$258,636Median $17,892/planSum across Schedule C direct + indirect
Net wins YoY-41 won · 5 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 SCHUCHAT, COOK & WERNER plan look like?
Service mix · median fees per plan
Count of plans where SCHUCHAT, COOK & WERNER ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Direct payment from the planCode 29 | 14 | $17,892 |
Competitor overlap
Percent of SCHUCHAT, COOK & WERNER'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 SCHUCHAT, COOK & WERNER.
| Sponsor | From | Assets |
|---|---|---|
BD OF TRUSTEES OF ELECTRICIANS' SALARY DEFERRAL PLAN OF LOCAL 1 IBEW-MO · 431529993-001 | PRUDENTIAL RETIREMENT INSURANCE AND | $289M |
Plans lost in 2024
Appeared last year under SCHUCHAT, COOK & WERNER; not this year.
| Sponsor | To | Assets |
|---|---|---|
CONSTRUCTION LABORERS PENSION TRUST OF GREATER ST. LOUIS TRUSTEESMO · 436142465-001 | BRIDGEWAY BENEFIT TECHNOLOGIES | $1.0B |
TRUSTEES OF IBEW LOCAL 309-401(K) RETIREMENT PLANIL · 841634780-001 | MATRIX TRUST COMPANY | $22M |
TRUSTEES OF THE GREATER ST. LOUIS SERVICE EMPLOYEES PENSION TRUSTMO · 770691884-001 | EKON BENEFITS | $7M |
INTERNATIONAL LONGSHOREMENS ASSOCIATIONMO · 436199275-001 | ILA LOCAL 1765 | $5M |
TRUSTEES OF GREATER ST. LOUIS SERVICE EMPLOYEES' PENSION TRUSTMO · 436199572-001 | ANDERS MINKLER HUBER & HELM LLP | $113,834 |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRUSTEES OF LOCAL NO. 1 PENSION BENEFIT TRUST FUNDMO · 436032286-001 | $1.9B | 5,891 | $22,920 | 10y | - |
BOARD OF TRUSTEES OF THE NECA-IBEW PENSION BENEFIT TRUST FUNDMO · 436184756-001 | $1.0B | 5,038 | $5,375 | 10y | - |
BOARD OF TRUSTEES OF SMART LOCAL UNION NO. 36 PENSION FUNDMO · 430727853-001 | $373M | 2,972 | $35,683 | 10y | - |
BD OF TRUSTEES OF ELECTRICIANS' SALARY DEFERRAL PLAN OF LOCAL 1 IBEW-MO · 431529993-001 | $289M | 2,366 | $6,744 | 6y | - |
BOARD OF TRUSTEES OF SMART LOCAL UNION NO. 36 401(K) PLANMO · 431758027-001 | $214M | 4,471 | $24,071 | 10y | 1 |
BOARD OF TRUSTEES OF LOCAL 309 WIREMANS PENSION TRUSTMO · 436142137-001 | $198M | 1,001 | $45,002 | 10y | - |
BOARD OF TRUSTEES IBEW LOCAL 704 RETIREMENT INCOME PLANIL · 420328998-002 | $48M | 239 | $19,915 | 5y | - |
JOINT BOARD OF TRUSTEES OF CERAMIC TILE & MARBLE MASONS UNION 18 OF MOMO · 430913672-001 | $23M | 534 | $18,691 | 8y | - |
CONTRACT CLEANERS SERVICE EMPLOYEES' PENSION TRUSTMO · 431927832-001 | $23M | 5,054 | $10,816 | 8y | - |
TRUSTEES OF THE LOCAL 202 SHEET METAL WORKERS PENSION FUNDMO · 430435782-001 | $19M | 573 | $18,262 | 8y | - |
Flag exposure
78.6%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 (5)
Raw Schedule C names collapsed into SCHUCHAT, COOK & WERNER.
- SCHUCAT, COOK, & WERNER
- SCHUCHAT COOK & WERNER
- SCHUCHAT, COOK & WARNER
- SCHUCHAT, COOK & WERNER
- SCHUCHAT, COOK, & WERNER
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 SCHUCHAT, COOK & WERNER'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 | 7.14% | 1.71% | +5.43 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 SCHUCHAT, COOK & WERNER. 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).