THE SEGAL COMPANY
276 known aliases resolved via the canonical alias map
Market position · 2024
Plans served815-44 YoYRank #38 of mapped providers
Assets under administration$714.1B0.8%Market share · rank #18
Fees received$105MMedian $67,663/planSum across Schedule C direct + indirect
Net wins YoY-5059 won · 109 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 THE SEGAL COMPANY plan look like?
Service mix · median fees per plan
Count of plans where THE SEGAL COMPANY ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Participant communication; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Plan Administrator; ActuarialCode 11 | 405 | $91,870 | |
Other investment fees and expenses; Investment advisory (plan)Code 27 | 225 | $58,000 | |
Insurance services; Insurance agents and brokers; Insurance brokerage commissions and feesCode 22 | 94 | $16,523 | |
Insurance brokerage commissions and feesCode 53 | 88 | $15,500 | |
Other fees; Consulting (general); Direct payment from the planCode 16 | 67 | $36,253 | |
Insurance services; Insurance brokerage commissions and feesCode 23 | 48 | $15,462 | |
Investment advisory (plan); Direct payment from the plan; Consulting (pension)Code 17 | 46 | $28,265 | |
Investment management; Soft dollars commissions; Investment management fees paid directly by planCode 28 | 26 | $50,000 |
Competitor overlap
Percent of THE SEGAL COMPANY'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 THE SEGAL COMPANY.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLANGA · 951732075-003 | PRIAC | $19.3B |
UMWA 1974 PENSION TRUST BOARD OF TRUSTEESDC · 521050282-002 | STRATEGIC ADVISORS, INC. | $3.5B |
BUILDING TRADES UNITED PENSION TRUST FUNDWI · 516049409-001 | BAYSIDE CAPITAL, INC. | $3.3B |
GREATER PENNSYLVANIA CARPENTERS' PENSION FUNDPA · 256135570-001 | NEUBERGER BERMAN | $1.7B |
B OF T, NORTHWEST SHEET METAL WORKERS PENSION PLANOR · 916061344-001 | RYAN LABS ASSET MANAGEMENT | $1.5B |
BOARD OF TRUSTEES MICHIGAN LABORERS' PENSION FUNDMI · 386233976-001 | ABERDEEN ASSET MANAGEMENT, INC. | $1.3B |
BOARD OF TRUSTEES OF THE NECA-IBEW PENSION BENEFIT TRUST FUNDMO · 436184756-001 | SEGLA SELECT INSURANCE SERVICES | $917M |
NEW ENGLAND ELECTRICAL WORKERS MONEY PURCHASE PLAN AND TRUSTCT · 060962207-001 | JOHN HANCOCK LIFE INSURANCE COMPANY | $870M |
BOARD OF TRUSTEES,LABORERS PENSION TRUST FUND-DETROIT AND VICINITYMI · 516030973-001 | ULLICO | $828M |
BOARD OF TRUSTEES, MICHIGAN CARPENTERS' PENSION FUNDMI · 386233978-001 | ULLICO | $725M |
Plans lost in 2024
Appeared last year under THE SEGAL COMPANY; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES OF 1199SEIU HEALTH CARE EMPLOYEES PENSION FUNDNY · 133604862-001 | UPTODATE, INC | $16.2B |
PARKER HANNIFIN CORPORATIONOH · 340451060-080 | JPMORGAN INVEST HOLDINGS LLC | $3.7B |
TRUSTEES OF CARPENTERS BENEFIT PLANS OF ST. LOUISMO · 431622970-001 | PROLOAN BOND FUND, LLC | $3.3B |
BOARD OF TRUSTEES SEAFARERS PENSION PLANMD · 136100329-001 | WEAVER AND TIDWELL, LLP | $1.9B |
UNITED BROTHERHOOD OF CARPENTERS PENSION FUNDNV · 526075035-002 | DODGE & COX | $979M |
LABORERS DISTRICT COUNCIL OF W PA P PENSION FUND BOARD OF TRUSTEESPA · 256135576-001 | BLACKSTONE | $883M |
THE BOARD OF TRUSTEESNY · 134178178-001 | PRINCIPAL LIFE INSURANCE COMPANY | $718M |
NORTHWEST IRONWORKERS RETIREMENT PLAN BOARD OF TRUSTEESWA · 916123688-001 | WELFARE & PENSION ADMIN SERVICE INC | $708M |
BOARD OF TRUSTEES OF THE U.A. LOCAL NO. 393 DEFINED CONTRIBUTION PLANCA · 946075617-003 | MMA SECURITIES LLC | $696M |
BOARD OF TRUSTEES OF DIVISION 1181 ATU- NY EMPLOYEES PENSION FUNDNY · 116183515-001 | SEI INVESTMENTS | $693M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUNDIL · 366044243-001 | $48.2B | 332,020 | $362,060 | 10y | - |
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERSDC · 366052390-001 | $27.4B | 233,478 | $467,284 | 7y | - |
TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUNDMD · 530181657-001 | $20.4B | 693,723 | $398,908 | 7y | - |
BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLANGA · 951732075-003 | $19.3B | 478,185 | $24,624 | 8y | - |
TRUSTEES OF THE NATIONAL ELECTRICAL ANNUITY PLANMD · 526132372-001 | $18.1B | 182,716 | $166,402 | 7y | - |
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUNDDC · 516031295-002 | $15.0B | 311,750 | $1M | 5y | - |
NATIONAL ELEVATOR INDUSTRY PENSION PLAN PLAN BOARD OF TRUSTEESPA · 232694291-001 | $12.2B | 54,107 | $4M | 10y | 1 |
JOINT BOARD OF TRUSTEES WESTERN STATES CARPENTERS PENSION PLANCA · 956042875-001 | $11.3B | 139,574 | $205,623 | 5y | - |
TRUSTEES OF ILWU-PMA PENSION PLANCA · 946068576-001 | $10.8B | 25,317 | $260,119 | 10y | - |
BD OF TRUSTEES SHEET METAL WORKERS' NATIONAL PENSION FUNDVA · 526112463-001 | $8.9B | 152,375 | $387,101 | 10y | - |
Flag exposure
91.4%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 (276)
Raw Schedule C names collapsed into THE SEGAL COMPANY.
- BUCHBINDER TUNICK
- BUCHBINDER TUNICK & CO
- BUCHBINDER TUNICK & CO LLC
- BUCHBINDER TUNICK & CO LLP
- BUCHBINDER TUNICK & CO, LLP
- BUCHBINDER TUNICK & CO. LLP
- BUCHBINDER TUNICK & CO. LLP.
- BUCHBINDER TUNICK & CO., LLP
- BUCHBINDER TUNICK & CO.,LLP
- BUCHBINDER TUNICK & COMPANY
- BUCHBINDER TUNICK & COMPANY LLC
- BUCHBINDER TUNICK & COMPANY LLP
- BUCHBINDER TUNICK & COMPANY, LLC
- BUCHBINDER TUNICK & COMPANY, LLP
- BUCHBINDER, TUNICK & CO, LLP
- BUCHBINDER, TUNICK & CO., LLP
- BUCHBINDER, TUNICK & COMPANY
- BUCHBINDER, TUNICK & COMPANY, LLP
- GREGORY SEGAL, MD
- JOEL BALAM
- JOEL K. BALAM
- JOEL KOENIG
- JOEL MEREDITH
- JOEL P TRIGIANI
- JOEL SEGAL
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 THE SEGAL COMPANY'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 | 7 | 0.86% | 7.76% | -6.90 pp |
| Fidelity bond gap | 1 | 0.12% | 26.94% | -26.82 pp |
| Late contributions | 36 | 4.42% | 1.71% | +2.70 pp |
| Failed to provide benefit | 4 | 0.49% | 0.14% | +0.35 pp |
| Corrective distributions | 12 | 1.47% | 1.76% | -0.29 pp |
| Loss discovered | 2 | 0.25% | 0.00% | +0.24 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with THE SEGAL COMPANY. Compare to the incumbent market share (1.2%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-1.2 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).