THE HARTFORD
47 known aliases resolved via the canonical alias map
Market position · 2024
Plans served23-2 YoYRank #694 of mapped providers
Assets under administration$786M0.0%Market share · rank #6134
Fees received$228,765Median $0/planSum across Schedule C direct + indirect
Net wins YoY-36 won · 9 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 HARTFORD plan look like?
Service mix · median fees per plan
Count of plans where THE HARTFORD ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Shareholder servicing fees; Investment managementCode 28 | 20 | $0 | |
Insurance servicesCode 23 | 2 | $114,383 | |
Recordkeeping fees; Shareholder servicing fees; Investment advisory (plan); Recordkeeping and information management (computing, tabulating, data processing, etc.); Account maintenance fees; Participant communication; Direct payment from the plan; Investment management fees paid indirectly by plan; Investment management; Participant loan processing; Float revenue; Trustee (directed); Other services; Distribution (12b-1) fees; Redemption fees; Trustee (bank, trust company, or similar financial institution)Code 15 | 1 | $0 |
Competitor overlap
Percent of THE HARTFORD'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 HARTFORD.
| Sponsor | From | Assets |
|---|---|---|
IROQUOIS MEMORIAL HOSPITAL AND RESIDENT HOMEIL · 370673512-003 | ASCENSUS LLC | $15M |
GEO-HYDRO ENGINEERS, INC.GA · 581393781-001 | (new plan) | $12M |
ENDOTRONIX, INC.IL · 260305050-001 | (new plan) | $9M |
DVSPORT, INC.PA · 030490922-001 | (new plan) | $8M |
NEXT GLASS, INC.NC · 461528599-001 | (new plan) | $3M |
LOAD TRAIL LLCTX · 752634771-001 | (new plan) | $0 |
Plans lost in 2024
Appeared last year under THE HARTFORD; not this year.
| Sponsor | To | Assets |
|---|---|---|
BMO FINANCIAL CORP.IL · 510275712-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $4.5B |
THE HARTFORD FINANCIAL SERVICES GROUP, INC.CT · 133317783-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $3.6B |
HARTFORD HEALTHCARE CORPORATIONCT · 222672834-003 | WILLIS TOWERS WATSON US LLC | $2.3B |
ASCENSUS, LLC.PA · 113665754-001 | DODGE & COX | $538M |
INFINITE LEGACY, INC.MD · 521736533-002 | T ROWE PRICE RPS INC | $24M |
SPOKANE UNITED METHODIST HOMES, INCWA · 910715658-002 | ALLSPRING | $11M |
HEARTLAND CATFISH COMPANY, INC.MS · 640784239-001 | STEPHENS INC | $8M |
CORECENTRIC SOLUTIONS, INC.IL · 364034150-001 | (new plan) | $3M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
I.U.O.E. LOCAL 132 PENSION FUNDWV · 556015364-001 | $559M | 4,062 | $93,659 | 1y | - |
DUFRESNE SPENCER GROUP HOLDINGS, LLCTN · 061668247-001 | $29M | 975 | $0 | 4y | 1 |
BRIDGEVIEW EYE PARTNERSIN · 351845786-001 | $24M | 1,131 | $0 | 2y | 2 |
LEEWARD CONSTRUCTION, INC.PA · 223208574-001 | $20M | 266 | $0 | 4y | - |
VALLEY TELEPHONE COOPERATIVE, INC.TX · 741207591-002 | $18M | 151 | $135,106 | 3y | - |
AMERICAN OPTOMETRIC ASSOCIATIONMO · 430684708-002 | $17M | 114 | $0 | 6y | - |
IROQUOIS MEMORIAL HOSPITAL AND RESIDENT HOMEIL · 370673512-003 | $15M | 413 | $0 | 1y | 1 |
THE STEWART ORGANIZATION, INC.TX · 630812930-001 | $12M | 170 | $0 | 2y | - |
GEO-HYDRO ENGINEERS, INC.GA · 581393781-001 | $12M | 155 | $0 | 1y | - |
SAM CARBIS SOLUTIONS GROUP, LLCSC · 463778984-001 | $10M | 170 | $0 | 2y | - |
Flag exposure
78.3%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 (47)
Raw Schedule C names collapsed into THE HARTFORD.
- A&R ASSOCIATES LTD DBA HARTFORD INS
- HARFTFORD LIFE INSURANCE
- HARTFORD
- HARTFORD (BALANCED)
- HARTFORD (MIDCAP)
- HARTFORD ANNUITY SERVICE OPERATIONS
- HARTFORD BALANCED INCOME R6
- HARTFORD FIRE INS. COMPANY
- HARTFORD FIRE INSURANCE
- HARTFORD FIRE INSURANCE COMPANY
- HARTFORD FLOATING RATE
- HARTFORD FUND
- HARTFORD FUNDS
- HARTFORD FUNDS - HARTFORD MIDCAP
- HARTFORD FUNDS COMPANY, LLC
- HARTFORD FUNDS MANAGEMENT COMPANY
- HARTFORD FUNDS MANAGEMENT COMPANY L
- HARTFORD FUNDS MANAGEMENT COMPANY,
- HARTFORD FUNDS MANAGEMENT GROUP
- HARTFORD FUNDS MANGMT COMPANY LLC
- HARTFORD FUNDS MGMT CO, LLC
- HARTFORD HEALTHCARE CORPORATION
- HARTFORD HLS
- HARTFORD INTERNATIONAL OPPS R6
- HARTFORD INTRNL OPP Y
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 HARTFORD'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 | 4.35% | 7.76% | -3.41 pp |
| Fidelity bond gap | 3 | 13.04% | 26.94% | -13.90 pp |
| Late contributions | 7 | 30.43% | 1.71% | +28.72 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 4 | 17.39% | 1.76% | +15.63 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 THE HARTFORD. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent