STEPHEN HORN INSURANCE SERVICES
58 known aliases resolved via the canonical alias map
Market position · 2024
Plans served43+4 YoYRank #407 of mapped providers
Assets under administration$23.0B0.0%Market share · rank #581
Fees received$766,741Median $9,968/planSum across Schedule C direct + indirect
Net wins YoY+38 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 STEPHEN HORN INSURANCE SERVICES plan look like?
Service mix · median fees per plan
Count of plans where STEPHEN HORN INSURANCE SERVICES ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Insurance agents and brokers; Insurance brokerage commissions and feesCode 22 | 19 | $8,622 | |
Insurance brokerage commissions and feesCode 53 | 11 | $11,241 | |
Employee (plan)Code 30 | 3 | $40,191 | |
Contract AdministratorCode 13 | 2 | $14,000 | |
Investment advisory (plan)Code 27 | 2 | $13,564 | |
Other feesCode 99 | 2 | $34,861 | |
Consulting (general); Direct payment from the planCode 16 | 1 | $9,934 | |
Insurance servicesCode 23 | 1 | $0 |
Competitor overlap
Percent of STEPHEN HORN INSURANCE SERVICES'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 STEPHEN HORN INSURANCE SERVICES.
| Sponsor | From | Assets |
|---|---|---|
EXCAVATORS UNION PENSION FUND LOCANY · 131809825-002 | BLACKROCK | $3.0B |
BOARD OF TRUSTEES I.A.T.S.E. NATIONAL PENSION FUNDNY · 131849172-001 | CPAS SYSTEMS INC | $673M |
BOARD OF TRUSTEES OF U.W.M. & M. PENSION FUNDNY · 136596940-001 | U.W.M.&M HEALTH & WELFARE FUND | $213M |
BOARD OF TRUSTEES OF LOCAL 810 AFFILIATED PENSION PLANNY · 116027518-001 | UNITED WIRE METAL & MAC H&W | $34M |
OREGON PROCESSORS SEASONAL EMPLOYEES PENSION PLANOR · 930694182-001 | WILLIAM C. EARHART CO., INC. | $9M |
TILE SETTERS AND FINISHERS OF NO CACA · 710872161-001 | SCHWARTZ, STEINSAPIR, ET AL | $8M |
WT TRANSFER HOLDING COMPANY, LLCAR · 464363755-001 | M HOLDINGS SECURITIES INC | $6M |
SPECIALTY CARE PEDIATRICS, INC.OK · 825079179-001 | (new plan) | $913,047 |
Plans lost in 2024
Appeared last year under STEPHEN HORN INSURANCE SERVICES; not this year.
| Sponsor | To | Assets |
|---|---|---|
CONTRA COSTA COUNTY ELECTRICAL WORKERS RETIREMENT PLAN & TRUSTCA · 946114525-001 | SOLXSYS ADMINISTRATIVE SOLUTIONS | $437M |
U.A. LOCAL NO. 159 PENSION TRUSTCA · 942859426-001 | HS&BA | $117M |
ASBESTOS WORKERS LOCAL 12A ABATEMENT ANNUITY PLANNY · 113517513-001 | COLLERAN, O'HARA & MILLS LLP | $13M |
INTERIM HEALTHCARE OF THE NORTHEAST, INC.NH · 020345499-001 | (new plan) | $1M |
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 | $0 | 10y | - |
EXCAVATORS UNION PENSION FUND LOCANY · 131809825-002 | $3.0B | 11,892 | $9,934 | 9y | - |
BOARD OF TRUSTEES OF SUPPLEMENTAL INCOME TRUST FUNDCA · 942554388-002 | $1.9B | 40,848 | $60,020 | 10y | 1 |
BOARD OF TRUSTEES OF SMART, SHEET METAL WORKERS LOCAL 104 SUP PENSIONCA · 946560138-001 | $1.3B | 9,367 | $14,621 | 10y | 1 |
BOARD OF TRUSTEES RETIREMENT PLAN FOR HOSPITAL EMPLOYEESCA · 942995676-001 | $1.2B | 17,381 | $77,025 | 2y | - |
BOARD OF TRUSTEES NORTHERN CALI. PIPE TRADES PENSION TRUSTCA · 943190386-001 | $1.1B | 4,420 | $19,453 | 10y | - |
BOARD OF TRUSTEES, NORTHERN CALIFORNIA ELECTRICALCA · 946062674-001 | $697M | 3,322 | $0 | 10y | - |
BOARD OF TRUSTEES I.A.T.S.E. NATIONAL PENSION FUNDNY · 131849172-001 | $673M | 25,884 | $97,373 | 2y | - |
BOARD OF TRUSTEES, SAN FRANCISCO ELECTRICAL WORKERSCA · 946062674-002 | $670M | 4,042 | $0 | 10y | 1 |
BOARD OF TRUSTEES NORTHERN CALI. PIPE TRADES PENSION TRUSTCA · 943190386-002 | $569M | 4,259 | $10,068 | 10y | 1 |
Flag exposure
95.3%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 (58)
Raw Schedule C names collapsed into STEPHEN HORN INSURANCE SERVICES.
- HORN INSURANCE SERVICES
- STEPHEN A HORN INSURANCE SERVICES
- STEPHEN B. MARVIN AGENCY INC.
- STEPHEN C HIMEL - CERTIFIED PUBLIC
- STEPHEN C HIMEL - CERTIFIED PUBLICA
- STEPHEN C. JAMES
- STEPHEN C. WILLIAMS
- STEPHEN CAREY
- STEPHEN COLLINS
- STEPHEN CONLEY
- STEPHEN CUNHA
- STEPHEN D. ALLEN
- STEPHEN ELDRIDGE & CO., INC.
- STEPHEN ELDRIDGE & COMPANY
- STEPHEN ELDRIDGE & COMPANY, INC.
- STEPHEN F. OBEIRNE
- STEPHEN FRANK
- STEPHEN GARRIQUES
- STEPHEN GROSSMAN
- STEPHEN H ROSEN & ASSOCIATES, INC.
- STEPHEN H. ROSEN & ASSOC.
- STEPHEN H. ROSEN & ASSOCIATES
- STEPHEN H. ROSEN & ASSOCIATES, INC.
- STEPHEN HORN
- STEPHEN HORN INSURANCE
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 STEPHEN HORN INSURANCE SERVICES'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 | 1 | 2.33% | 26.94% | -24.62 pp |
| Late contributions | 7 | 16.28% | 1.71% | +14.57 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 STEPHEN HORN INSURANCE SERVICES. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 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).