STANCORP FINANCIAL GROUP
40 known aliases resolved via the canonical alias map
Market position · 2024
Plans served1,295+367 YoYRank #21 of mapped providers
Assets under administration$34.0B0.0%Market share · rank #410
Fees received$88MMedian $43,296/planSum across Schedule C direct + indirect
Net wins YoY+360444 won · 84 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 STANCORP FINANCIAL GROUP plan look like?
Service mix · median fees per plan
Count of plans where STANCORP FINANCIAL GROUP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Trustee (individual); Custodial (other than securities); Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 12 | 1,243 | $43,053 | |
Recordkeeping fees; Direct payment from the plan; Investment management; Investment management fees paid indirectly by plan; Contract Administrator; Participant communication; Recordkeeping and information management (computing, tabulating, data processing, etc.); Account maintenance fees; Valuation (appraisals, etc.); Participant loan processingCode 13 | 18 | $66,337 | |
Shareholder servicing fees; Investment advisory (plan); Recordkeeping and information management (computing, tabulating, data processing, etc.); Custodial (other than securities); Custodial (securities); Claims processing; Direct payment from the plan; Accounting (including auditing); Consulting feesCode 10 | 15 | $29,869 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Custodial (other than securities); Claims processing; ActuarialCode 11 | 12 | $109,120 | |
Custodial (securities); Sub-transfer agency fees; Shareholder servicing feesCode 19 | 10 | $3,869 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Custodial (other than securities)Code 15 | 4 | $40,380 | |
Direct payment from the planCode 50 | 1 | $46,984 | |
Shareholder servicing feesCode 59 | 1 | $1,076 |
Competitor overlap
Percent of STANCORP FINANCIAL GROUP'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 STANCORP FINANCIAL GROUP.
| Sponsor | From | Assets |
|---|---|---|
BERRY GLOBAL, INC.IN · 351814673-001 | MINNESOTA LIFE INSURANCE COMPANY | $1.1B |
GHD INC.CA · 980425935-002 | MINNESOTA LIFE INSURANCE COMPANY | $477M |
POET BIOREFINING LLCSD · 474454378-001 | MINNESOTA LIFE INSURANCE COMPANY | $266M |
SAFETY NATIONAL CASUALTY CORPORATIONMO · 430727872-002 | MINNESOTA LIFE INSURANCE COMPANY | $251M |
CHEMTRADE LOGISTICS, U.S. INC. · 522328922-001 | MINNESOTA LIFE INSURANCE COMPANY | $168M |
SFP HOLDING, INC.MN · 205225425-001 | MINNESOTA LIFE INSURANCE COMPANY | $166M |
BLANDIN PAPER COMPANYIL · 410154230-004 | MINNESOTA LIFE INSURANCE COMPANY | $160M |
AIDS HEALTHCARE FOUNDATIONCA · 954112121-001 | MINNESOTA LIFE INSURANCE COMPANY | $159M |
OKLAND MANAGEMENT CORPORATIONUT · 200582832-002 | MINNESOTA LIFE INSURANCE COMPANY | $147M |
CONSULTING RADIOLOGISTS, LTD.MN · 410974675-002 | MINNESOTA LIFE INSURANCE COMPANY | $145M |
Plans lost in 2024
Appeared last year under STANCORP FINANCIAL GROUP; not this year.
| Sponsor | To | Assets |
|---|---|---|
WALSH CONSTRUCTION CO.OR · 930633107-003 | CHARLES SCHWAB & CO., INC. | $132M |
LUCID SOFTWARE INC.UT · 264737100-001 | ONEDIGITAL INVESTMENT ADVISORS LLC | $66M |
EVERGREEN MONEYSOURCE MORTGAGE COMPANY DBA EVERGREEN HOME LOANSWA · 911374387-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $59M |
KEGLER, BROWN, HILL & RITTER CO., L.P.A.OH · 311037466-001 | EVERHART ADVISORS | $54M |
NEW ENGLAND UTILITY CONSTRUCTORS, INC.MA · 042512786-002 | THE VANGUARD GROUP, INC. | $51M |
SPECIALTY WELDING AND TURNAROUNDS LLCLA · 463110540-001 | OSAIC WEALTH INC | $37M |
DM TRANS, LLC DBA ARRIVE LOGISTICSTX · 464896303-001 | NEWFRONT RETIREMENT SERVICES INC | $37M |
THE NEIL JONES FOOD COMPANYWA · 930238209-003 | MORGAN STANLEY SMITH BARNEY | $28M |
HOSS'S STEAK AND SEA HOUSE, INC.PA · 251761401-001 | WELLS FARGO BANK, N.A. | $28M |
THOMAS KINSEY LLPCA · 884001534-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $26M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
STANDARD INSURANCE COMPANYOR · 930242990-003 | $1.3B | 5,856 | $177,844 | 9y | 2 |
BERRY GLOBAL, INC.IN · 351814673-001 | $1.1B | 20,171 | $809,333 | 1y | 1 |
MICHAEL BAKER INTERNATIONAL HOLDCO CORPORATIONPA · 250927646-002 | $933M | 5,699 | $551,523 | 10y | 1 |
GHD INC.CA · 980425935-002 | $477M | 3,489 | $62,991 | 1y | 1 |
AWC, INC.LA · 720805761-003 | $424M | 889 | $93,701 | 10y | 2 |
POET BIOREFINING LLCSD · 474454378-001 | $266M | 3,126 | $143,871 | 1y | 1 |
FIRST TECH FEDERAL CREDIT UNIONOR · 237062675-003 | $265M | 2,340 | $210,295 | 10y | 2 |
SAFETY NATIONAL CASUALTY CORPORATIONMO · 430727872-002 | $251M | 982 | $129,348 | 1y | 1 |
COMPASS HEALTH, INC.MO · 431032835-001 | $212M | 6,011 | $778,667 | 10y | 1 |
EL RIO SANTA CRUZ NEIGHBORHOOD HEALTH CENTER, INC.AZ · 860285857-002 | $180M | 2,521 | $458,622 | 8y | 1 |
Flag exposure
81.3%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 (40)
Raw Schedule C names collapsed into STANCORP FINANCIAL GROUP.
- STANCCORP FINANCIAL GROUP
- STANCORP
- STANCORP FIANCIAL GROUP
- STANCORP FINACIAL GROUP
- STANCORP FINANACIAL GROUP
- STANCORP FINANCAIL GROUP
- STANCORP FINANCAL GROUP
- STANCORP FINANCIAL
- STANCORP FINANCIAL CORP
- STANCORP FINANCIAL CORPORATION
- STANCORP FINANCIAL CROUP
- STANCORP FINANCIAL FROUP
- STANCORP FINANCIAL GORUP
- STANCORP FINANCIAL GROUP
- STANCORP FINANCIAL GROUP 12B-1S
- STANCORP FINANCIAL GROUP INC.
- STANCORP FINANCIAL GROUP SUBTA
- STANCORP FINANCIAL GROUP, INC.
- STANCORP FINANCIAL GROUP, INC.,
- STANCORP FINANCIAL GROUP1
- STANCORP FINANCIAL GROUPS
- STANCORP FINANCIAL SERVICES
- STANCORP FINANCIALGROUP
- STANCORP FINANCIALS GROUP
- STANCORP FINANCILA GROUP
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 STANCORP FINANCIAL GROUP'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 | 30 | 2.32% | 7.76% | -5.45 pp |
| Fidelity bond gap | 70 | 5.41% | 26.94% | -21.54 pp |
| Late contributions | 394 | 30.42% | 1.71% | +28.71 pp |
| Failed to provide benefit | 1 | 0.08% | 0.14% | -0.06 pp |
| Corrective distributions | 341 | 26.33% | 1.76% | +24.57 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 STANCORP FINANCIAL GROUP. Compare to the incumbent market share (1.9%) - higher = winning new business, lower = coasting on existing relationships.
0.1%-1.9 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).