TWG BENEFITS, INC.
4 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5-3 YoYRank #1957 of mapped providers
Assets under administration$52M0.0%Market share · rank #8071
Fees received$68,685Median $13,347/planSum across Schedule C direct + indirect
Net wins YoY-21 won · 3 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 TWG BENEFITS, INC. plan look like?
Service mix · median fees per plan
Count of plans where TWG BENEFITS, INC. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Recordkeeping feesCode 64 | 3 | $13,347 | |
Claims processing; Recordkeeping fees; Participant loan processing; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 12 | 1 | $11,606 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 1 | $13,568 |
Competitor overlap
Percent of TWG BENEFITS, INC.'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 TWG BENEFITS, INC..
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under TWG BENEFITS, INC.; not this year.
| Sponsor | To | Assets |
|---|---|---|
ALLIANCE COAL, LLCOK · 730956034-002 | MORGAN STANLEY SMITH BARNEY | $98M |
KESHETIL · 363441392-001 | (new plan) | $2M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
APPLIED MECHANICAL SYSTEMS, INC.OH · 310846401-001 | $20M | 227 | $13,347 | 7y | - |
MILLER'S TEXTILE SERVICES, INC.OH · 344476175-001 | $11M | 287 | $13,568 | 9y | 1 |
GOODWILL EASTER SEALS MIAMI VALLEYOH · 310537112-001 | $10M | 1,508 | $19,474 | 10y | 1 |
BOLING VISION CENTER, LLCIN · 205040190-001 | $6M | 161 | $11,606 | 4y | - |
COLUMBUS CENTER FOR HUMAN SERVICES, INC.OH · 310996044-001 | $5M | 321 | $10,690 | 8y | 1 |
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 (4)
Raw Schedule C names collapsed into TWG BENEFITS, INC..
- TWG
- TWG BENEFITS
- TWG BENEFITS, INC.
- TWG BENEFITS. INC.
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 TWG BENEFITS, INC.'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 | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 20.00% | 1.71% | +18.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 2 | 40.00% | 1.76% | +38.24 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 TWG BENEFITS, INC.. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent