SS&C
1 known alias resolved via the canonical alias map
Market position · 2024
Plans served17Rank #856 of mapped providers
Assets under administration$10.9B0.0%Market share · rank #1103
Fees received$0Median $0/planSum across Schedule C direct + indirect
Net wins YoY+1717 won · 0 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 SS&C plan look like?
Service mix · median fees per plan
Count of plans where SS&C ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other servicesCode 49 | 17 | $0 |
Competitor overlap
Percent of SS&C'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 SS&C.
| Sponsor | From | Assets |
|---|---|---|
CALIFORNIA PHYSICIANS SERVICE, DBA BLUE SHIELD OF CACA · 940360524-002 | WEALTH MANAGEMENT SYSTEMS INC | $1.7B |
BLUE CROSS AND BLUE SHIELD OF FLORIDA, INC.FL · 592015694-002 | WEALTH MANAGEMENT SYSTEMS INC | $1.7B |
CAMBIA HEALTH SOLUTIONS, INC.OR · 931179316-002 | WEALTH MANAGEMENT SYSTEMS INC | $1.5B |
BLUE CROSS AND BLUE SHIELD OF SOUTH CAROLINASC · 570287419-002 | WEALTH MANAGEMENT SYSTEMS INC | $1.5B |
BLUE CROSS BLUE SHIELD OF TENNESSEETN · 620427913-002 | WEALTH MANAGEMENT SYSTEMS INC | $1.3B |
EXCELLUS HEALTH PLAN INC.NY · 150329043-002 | WEALTH MANAGEMENT SYSTEMS INC | $872M |
LOUISIANA HEALTH SERVICE & INDEMNITY COMPANYLA · 237384555-002 | WEALTH MANAGEMENT SYSTEMS INC | $661M |
BLUE CROSS AND BLUE SHIELD ASSOCIATIONIL · 135656874-002 | ADP BROKER-DEALER | $480M |
BLUE CROSS AND BLUE SHIELD OF KANSAS, INC.KS · 480952857-002 | WEALTH MANAGEMENT SYSTEMS INC | $335M |
BLUE CROSS AND BLUE SHIELD OF KANSAS CITYMO · 431257251-002 | WEALTH MANAGEMENT SYSTEMS INC | $282M |
Plans lost in 2024
Appeared last year under SS&C; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
CALIFORNIA PHYSICIANS SERVICE, DBA BLUE SHIELD OF CACA · 940360524-002 | $1.7B | 10,619 | $0 | 1y | 1 |
BLUE CROSS AND BLUE SHIELD OF FLORIDA, INC.FL · 592015694-002 | $1.7B | 10,868 | $0 | 1y | 1 |
CAMBIA HEALTH SOLUTIONS, INC.OR · 931179316-002 | $1.5B | 6,863 | $0 | 1y | 1 |
BLUE CROSS AND BLUE SHIELD OF SOUTH CAROLINASC · 570287419-002 | $1.5B | 15,669 | $0 | 1y | 1 |
BLUE CROSS BLUE SHIELD OF TENNESSEETN · 620427913-002 | $1.3B | 8,284 | $0 | 1y | 1 |
EXCELLUS HEALTH PLAN INC.NY · 150329043-002 | $872M | 5,388 | $0 | 1y | 1 |
LOUISIANA HEALTH SERVICE & INDEMNITY COMPANYLA · 237384555-002 | $661M | 4,557 | $0 | 1y | 2 |
BLUE CROSS AND BLUE SHIELD ASSOCIATIONIL · 135656874-002 | $480M | 1,864 | $0 | 1y | 1 |
BLUE CROSS AND BLUE SHIELD OF KANSAS, INC.KS · 480952857-002 | $335M | 2,151 | $0 | 1y | 1 |
BLUE CROSS AND BLUE SHIELD OF KANSAS CITYMO · 431257251-002 | $282M | 1,860 | $0 | 1y | 1 |
Flag exposure
82.4%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 (1)
Raw Schedule C names collapsed into SS&C.
- SS&C
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 SS&C'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 | 2 | 11.76% | 1.71% | +10.05 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 12 | 70.59% | 1.76% | +68.83 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |