TEACHERS INSURANCE & ANNUITY ASSOC
28 known aliases resolved via the canonical alias map
Market position · 2024
Plans served36-2 YoYRank #473 of mapped providers
Assets under administration$8.0B0.0%Market share · rank #1423
Fees received$2MMedian $26,129/planSum across Schedule C direct + indirect
Net wins YoY-43 won · 7 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 TEACHERS INSURANCE & ANNUITY ASSOC plan look like?
Service mix · median fees per plan
Count of plans where TEACHERS INSURANCE & ANNUITY ASSOC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Recordkeeping fees; Investment management; Investment management fees paid indirectly by planCode 15 | 15 | $17,053 | |
Sales loads (front end and deferred); Participant loan processing; Contract AdministratorCode 13 | 10 | $49,425 | |
Plan Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Investment management; Participant loan processingCode 14 | 4 | $36,759 | |
Custodial (securities)Code 19 | 3 | $7,886 | |
Investment management fees paid directly by plan; Investment advisory (participants)Code 26 | 1 | $26,632 | |
Investment management; Investment management fees paid directly by plan; Direct payment from the planCode 28 | 1 | $632,389 | |
Other services; Other investment fees and expensesCode 49 | 1 | $6,348 | |
Recordkeeping feesCode 64 | 1 | $8,028 |
Competitor overlap
Percent of TEACHERS INSURANCE & ANNUITY ASSOC'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 TEACHERS INSURANCE & ANNUITY ASSOC.
| Sponsor | From | Assets |
|---|---|---|
PEPPERDINE UNIVERSITYCA · 951644037-001 | TRANSAMERICA RETIREMENT SOLUTIONS | $633M |
THE BROOKINGS INSTITUTIONDC · 530196577-001 | LAW OFFICE OF ROBERT J. TOTH, JR | $260M |
BERKSHIRE SCHOOL, INC.MA · 042121313-001 | SEWARD AND MONDE | $66M |
Plans lost in 2024
Appeared last year under TEACHERS INSURANCE & ANNUITY ASSOC; not this year.
| Sponsor | To | Assets |
|---|---|---|
LOYOLA UNIVERSITY OF CHICAGO ATTN BENEFITS DEPARTMENTIL · 361408475-002 | TRANSAMERICA RETIREMENT SOLUTIONS | $1.1B |
WINROCK INTERNATIONAL INSTITUTE FOR AGRICULTURAL DEVELOPMENTAR · 710603560-001 | TRANSAMERICA RETIREMENT SOLUTIONS | $85M |
MALONE UNIVERSITY HUMAN RESOURCESOH · 340737794-001 | CAPFINANCIAL PARTNERS LLC | $37M |
FINGER LAKES UNITED CEREBRAL PALSY, INC.NY · 160965912-001 | (new plan) | $21M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
CARNEGIE MELLON UNIVERSITYPA · 250969449-007 | $2.8B | 19,247 | $492,607 | 8y | - |
CHILDREN'S HOSPITAL MEDICAL CENTEROH · 310833936-002 | $2.0B | 25,326 | $632,389 | 9y | - |
PEPPERDINE UNIVERSITYCA · 951644037-001 | $633M | 3,569 | $8,887 | 1y | 1 |
STEVENS INSTITUTE OF TECHNOLOGYNJ · 221487354-001 | $466M | 2,554 | $213,089 | 6y | 1 |
CHAPMAN UNIVERSITYCA · 951643992-002 | $304M | 3,132 | $7,886 | 9y | - |
CHAPMAN UNIVERSITYCA · 951643992-003 | $269M | 3,425 | $35 | 10y | - |
THE BROOKINGS INSTITUTIONDC · 530196577-001 | $260M | 1,381 | $47,049 | 1y | - |
THE POTOMAC SCHOOLVA · 540562160-001 | $132M | 690 | $50,115 | 1y | - |
LOVELACE BIOMEDICAL RESEARCH INSTITUTENM · 850110669-001 | $123M | 1,056 | $72,850 | 5y | - |
CHATHAM UNIVERSITYPA · 250717890-001 | $97M | 891 | $36,647 | 3y | - |
Flag exposure
44.4%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 (28)
Raw Schedule C names collapsed into TEACHERS INSURANCE & ANNUITY ASSOC.
- TEACHERS ADVISOR LLC
- TEACHERS ADVISORS LLC
- TEACHERS ADVISORS, INC.
- TEACHERS ANNUITY AND INSURANCE ASSO
- TEACHERS INCS. & ANNUITY ASSOC.
- TEACHERS INS & ANNUIT ASSOC
- TEACHERS INS & ANNUITY ASSOC
- TEACHERS INS & ANNUITY ASSOC OF AM
- TEACHERS INS & ANNUITY ASSOC OF AME
- TEACHERS INS AND ANN ASSN OF AM
- TEACHERS INS AND ANNUITY ASSO
- TEACHERS INS AND ANNUITY ASSOC
- TEACHERS INS AND ANNUITY ASSOC.
- TEACHERS INS ANNUITY ASSOC OF AMER
- TEACHERS INS. & ANNUITY ASSOC.
- TEACHERS INS. & ANNUITY ASSOCIATION
- TEACHERS INS. AND ANNUITY ASSOC
- TEACHERS INS. AND ANNUITY ASSOC.
- TEACHERS INSUARNCE AND ANNUITY ASSO
- TEACHERS INSUR. & ANNUITY ASSOC.
- TEACHERS INSURACE AND ANNUITY ASSOC
- TEACHERS INSURANCE & ANNUITY ASSOC
- TEACHERS INSURANCE & ANNUITY ASSOC.
- TEACHERS INSURANCE & ANNUITY ASSOCI
- TEACHERS INSURANCE AND ANNUITY
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 TEACHERS INSURANCE & ANNUITY ASSOC'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 | 1 | 2.78% | 7.76% | -4.98 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 2 | 5.56% | 1.71% | +3.84 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 2.78% | 1.76% | +1.02 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 TEACHERS INSURANCE & ANNUITY ASSOC. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent