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TRNASAMERICA LIFE INSURANCE CO

1 known alias resolved via the canonical alias map

Market position · 2024

Plans served1Rank #7954 of mapped providers
Assets under administration$47M0.0%Market share · rank #8315
Fees received$71,903Median $71,903/planSum across Schedule C direct + indirect
Net wins YoY+01 won · 1 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 TRNASAMERICA LIFE INSURANCE CO plan look like?
Service mix · median fees per plan
Count of plans where TRNASAMERICA LIFE INSURANCE CO ships each service code, and the median compensation they report under it.
ServicePlansMedian feesDistribution
Recordkeeping fees; Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.); Investment management fees paid indirectly by plan; Participant loan processingCode 15
1$71,903
Competitor overlap
Percent of TRNASAMERICA LIFE INSURANCE CO'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 TRNASAMERICA LIFE INSURANCE CO.
SponsorFromAssets
Plans lost in 2024
Appeared last year under TRNASAMERICA LIFE INSURANCE CO; not this year.
SponsorToAssets
Top plans by assets
Searchable full list lands with the commercial layer.
PlanAssetsParticipantsFeesTenureFlags
ADMINISTRATIVE GROUP, LLC DBA TRANSAMERICA FIDUCIARY SERVICESTN · 421484983-008
$47M5,853$71,9031y1
Flag exposure
100.0%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 (1)
Raw Schedule C names collapsed into TRNASAMERICA LIFE INSURANCE CO.
  • TRNASAMERICA LIFE INSURANCE CO
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 TRNASAMERICA LIFE INSURANCE CO's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
FlagPlans flaggedProvider %Market %Delta
Recently terminated00.00%7.76%-7.76 pp
Fidelity bond gap00.00%26.94%-26.94 pp
Late contributions1100.00%1.71%+98.29 pp
Failed to provide benefit00.00%0.14%-0.14 pp
Corrective distributions00.00%1.76%-1.76 pp
Loss discovered00.00%0.00%-0.00 pp
New-plan formation share
Share of plans filing for the first time each year that landed with TRNASAMERICA LIFE INSURANCE CO. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent
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