TRANSAMERICA RETIREMENT SOLUTIONS
289 known aliases resolved via the canonical alias map
Market position · 2024
Plans served2,421-142 YoYRank #10 of mapped providers
Assets under administration$201.3B0.2%Market share · rank #72
Fees received$200MMedian $39,012/planSum across Schedule C direct + indirect
Net wins YoY-129238 won · 367 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 TRANSAMERICA RETIREMENT SOLUTIONS plan look like?
Service mix · median fees per plan
Count of plans where TRANSAMERICA RETIREMENT SOLUTIONS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Shareholder servicing fees; Participant loan processing; Participant communication; Distribution (12b-1) fees; Finders' fees / placement fees; Investment management; Float revenue; Sales loads (front end and deferred); Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 1,560 | $29,209 | |
Trustee (bank, trust company, or similar financial institution); Plan Administrator; Claims processing; Direct payment from the planCode 12 | 758 | $71,825 | |
Trustee (bank, trust company, or similar financial institution); Direct payment from the planCode 21 | 84 | $167 | |
Shareholder servicing fees; Recordkeeping fees; Participant communication; Distribution (12b-1) fees; Finders' fees / placement fees; Claims processing; Investment management; Actuarial; Float revenue; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 11 | 74 | $112,655 | |
Shareholder servicing fees; Investment managementCode 28 | 8 | $0 | |
Other insurance wrap fees; Float revenue; Participant loan processing; Contract Administrator; Recordkeeping fees; Investment management fees paid indirectly by planCode 13 | 4 | $76,689 | |
Recordkeeping fees; Shareholder servicing fees; Distribution (12b-1) fees; Investment management; Custodial (securities); Float revenueCode 19 | 4 | $39,118 | |
Investment advisory (plan); Recordkeeping fees; Other insurance wrap fees; Investment management fees paid indirectly by plan; Float revenue; Participant loan processingCode 27 | 4 | $5,125 |
Competitor overlap
Percent of TRANSAMERICA RETIREMENT SOLUTIONS'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 TRANSAMERICA RETIREMENT SOLUTIONS.
| Sponsor | From | Assets |
|---|---|---|
GLOBAL PAYMENTS INC.GA · 582567903-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $2.3B |
SONOCO PRODUCTS COMPANYSC · 570248420-026 | GREAT-WEST LIFE & ANNUITY INSURANCE | $1.7B |
BOARD OF TRUSTEES - MIDWEST PIPE TRADES RETIREMENT PLANTN · 311272447-001 | SOUTHERN BENEFIT ADMINISTRATORS | $222M |
EMPLOYER SERVICES CORPORATIONNY · 161479373-003 | GREAT-WEST LIFE & ANNUITY INSURANCE | $134M |
LEGAL SERVICES NYCNY · 132600199-001 | PRUDENTIAL RETIREMENT INSURANCE AND | $131M |
WELCH FOODS, INC., A COOPERATIVEMA · 160998906-006 | (new plan) | $128M |
CACHE CREEK CASINO RESORTCA · 930893432-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $127M |
WHITE RIVER HEALTH SYSTEM, INC.AR · 710411459-001 | EDWARD JONES | $105M |
ILLUMIFIN CORPORATIONMN · 570935614-001 | JOHN HANCOCK LIFE INSURANCE COMPANY | $103M |
AHF, LLC DBA AHF PRODUCTSPA · 620435299-001 | PRINCIPAL LIFE INSURANCE COMPANY | $101M |
Plans lost in 2024
Appeared last year under TRANSAMERICA RETIREMENT SOLUTIONS; not this year.
| Sponsor | To | Assets |
|---|---|---|
TRINET HR III, INC.FL · 481304650-334 | MC DERMONT WILL AND EMERY LLP | $7.0B |
ABC, INC.NY · 141284013-012 | INVESCO | $926M |
BARRY-WEHMILLER COMPANIES, INC.MO · 430172560-002 | ANDERS MINKLER HUBER & HELM LLP | $908M |
ARCBEST CORPORATIONAR · 710673405-002 | CHARLES SCHWAB & CO., INC. | $679M |
CENTRA HEALTH, INC.VA · 540715569-002 | FID INV INST OPS CO | $670M |
PENSKE TRUCK LEASING CO., L.P.PA · 232518618-014 | FIDELITY INVESTMENTS INSTITUTIONAL | $656M |
VITALANTAZ · 860098929-002 | FIDELITY INVESTMENTS INSTITUTIONAL | $376M |
TRINET USA, INC.FL · 320480267-006 | T ROWE PRICE RPS INC | $375M |
UTICA MUTUAL INSURANCE COMPANYNY · 150476880-002 | JOHN HANCOCK LIFE INSURANCE COMPANY | $367M |
BRYN MAWR COLLEGEPA · 231352621-001 | TIAA | $306M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NORTHWELL HEALTH, INC.NY · 113418133-003 | $10.9B | 65,962 | $3M | 7y | - |
THE MOUNT SINAI MEDICAL CENTERNY · 131624096-005 | $9.5B | 75,936 | $8,358 | 7y | 1 |
THE NEW YORK-PRESBYTERIAN HOSPITALNY · 133957095-004 | $4.8B | 72,256 | $80 | 7y | 1 |
WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTERNC · 510190238-002 | $3.6B | 35,237 | $1M | 10y | 1 |
WELLSTAR HEALTH SYSTEM, INC.GA · 581649541-002 | $2.8B | 48,753 | $2M | 11y | 2 |
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLCSC · 320255508-334 | $2.8B | 12,923 | $674,582 | 8y | 1 |
BAPTIST HEALTH SOUTH FLORIDA, INC.FL · 650267668-002 | $2.7B | 35,472 | $3M | 10y | 1 |
THE MEDICAL COLLEGE OF WISCONSIN, INC.WI · 390806261-001 | $2.6B | 9,960 | $614,740 | 10y | 1 |
EATON CORPORATIONOH · 340196300-029 | $2.4B | 44,528 | $57,800 | 7y | - |
GLOBAL PAYMENTS INC.GA · 582567903-001 | $2.3B | 18,840 | $12,490 | 1y | 2 |
Flag exposure
85.7%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 (289)
Raw Schedule C names collapsed into TRANSAMERICA RETIREMENT SOLUTIONS.
- AEGON
- AEGON INSTITUTIONAL MARKETS, INC.
- AEGON STABLE VALUE SOLUTIONS
- AEGON USA INVESTEMENT MANAGEMENT, L
- AEGON USA INVESTMENT MANAGEMENT
- AEGON USA INVESTMENT MANAGEMENT LLC
- AEGON USA INVT MANAGEMENT, LLC
- PRANSAMERICA LIFE INSURANCE COMPANY
- TANSAMERICA LIFE INSURANCE COMPANY
- TANSMAERICA LIFE INSURANCE COMPANY
- TARANSAMERICA RETIREMENT SOLUTIONS
- TARNSAMERICA LIFE INSURANCE COMPANY
- TFA TRANSAMERICA CAPITAL, INC.
- TRAMSAMERICA FINANCIAL LIFE INS
- TRANAAMERICA RETIREMENT SOLUTIONS,
- TRANAMERICA
- TRANAMERICA FINANCIAL ADVISOR
- TRANAMERICA FINANCIAL LIFE INS CO
- TRANAMERICA FINANCIAL LIFE INSURANC
- TRANAMERICA LIFE INSURANCE COMPANY
- TRANAMERICA RETIREMENT SOLUTIONS
- TRANAMERICA RETIREMENT SOLUTIONS, L
- TRANASMERICA LIFE INSURANCE CO
- TRANSAMAERICA RETIREMENT SOLUTIONS
- TRANSAMERA RETIREMENT SOLUTIONS, LL
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 TRANSAMERICA RETIREMENT SOLUTIONS'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 | 98 | 4.05% | 7.76% | -3.71 pp |
| Fidelity bond gap | 105 | 4.34% | 26.94% | -22.60 pp |
| Late contributions | 739 | 30.52% | 1.71% | +28.81 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 548 | 22.64% | 1.76% | +20.88 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 TRANSAMERICA RETIREMENT SOLUTIONS. Compare to the incumbent market share (3.6%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-3.6 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).