ULLICO
105 known aliases resolved via the canonical alias map
Market position · 2024
Plans served266+14 YoYRank #97 of mapped providers
Assets under administration$294.4B0.3%Market share · rank #45
Fees received$69MMedian $97,548/planSum across Schedule C direct + indirect
Net wins YoY+1336 won · 23 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 ULLICO plan look like?
Service mix · median fees per plan
Count of plans where ULLICO ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Investment management fees paid directly by plan; Investment managementCode 28 | 207 | $106,485 | |
Investment management; Custodial (securities); Investment management fees paid directly by planCode 19 | 18 | $53,719 | |
Other fees; Investment management fees paid directly by planCode 51 | 18 | $109,812 | |
Investment management; Investment management fees paid indirectly by plan; Investment advisory (plan); Investment management fees paid directly by planCode 27 | 6 | $120,364 | |
Insurance services; Direct payment from the planCode 23 | 4 | $20,507 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 3 | $31,584 | |
Insurance agents and brokers; Direct payment from the planCode 22 | 3 | $14,292 | |
Other investment fees and expenses; Distribution (12b-1) fees; Investment management fees paid indirectly by planCode 52 | 3 | $18,389 |
Competitor overlap
Percent of ULLICO'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 ULLICO.
| Sponsor | From | Assets |
|---|---|---|
CARPENTERS PENSION TRUST FUND OF KANSAS CITYMO · 436108379-001 | EAGLE CAPITAL MANAGEMENT, LLC | $1.4B |
BOARD OF TRUSTEES LABORERS PENSION TRUST FUND FOR NOR CAL-ANNUITYCA · 946277608-002 | LABORERS FUND ADMINISTRATION | $1.4B |
BOARD OF TRUSTEES OF THE SOUTHERN DISTRICT UBC DEFINED CONTRIBUTION FTN · 710851216-001 | SOUTHERN BENEFIT ADMINISTRATORS | $1.2B |
AUTOMOTIVE MACHINISTS PENSION TRUSTWA · 916123687-001 | LOOMIS SAYLES | $847M |
BAY AREA PAINTERS & TAPERS PENSION TRUSTCA · 946276501-001 | INDEPENDENT FINANCIAL PARTNERS | $700M |
TRUSTEES LOCAL 338 RETIREMENT FUNDNY · 136533678-001 | LISANTI CAPITAL GROWTH LLC | $607M |
BOARD OF TRUSTEES WATERFRONT EMPLOYERS - ILA PENSION PLANSC · 576027499-001 | JAMES BENNETT | $482M |
TRUSTEES OF SHEET METAL WORKERS' LOCAL 10 PENSION FUNDMN · 411562581-001 | WINTRUST INVESTMENTS LLC | $406M |
TUCKPOINTER LOCAL 52 PENSION PLANIL · 366122163-001 | SANDS CAPITAL MANAGEMENT, LLC | $384M |
IBEW LOCAL 683 BOARD OF TRUSTEESMO · 341442087-001 | ARROWSTREET CAPITAL | $368M |
Plans lost in 2024
Appeared last year under ULLICO; not this year.
| Sponsor | To | Assets |
|---|---|---|
CARPENTERS PENSION TRUST FUND TRUST FUND FOR NORTHERN CALIFORNIACA · 946050970-001 | CAMDEN ASSET MANAGEMENT, LP | $5.3B |
UMWA 1974 PENSION TRUST BOARD OF TRUSTEESDC · 521050282-002 | PINEBRIDGE STRUCTURED | $3.1B |
CARPENTERS ANNUITY TRUST FUND FOR NORTHERN CALIFORNIACA · 946534591-001 | CAMDEN ASSET MANAGEMENT, LP | $3.0B |
BOARD OF TRUSTEES MICHIGAN LABORERS' PENSION FUNDMI · 386233976-001 | WELFARE & PENSION ADMIN SERVICE INC | $1.1B |
THE BOARD OF TRUSTEES OF THE ELECTRICAL WORKERS PENSION TRUSTMI · 386080404-001 | ZENWORKS | $888M |
BOARD OF TRUSTEES OF THE IBEW LOCAL NO. 58 ANNUITY FUNDMI · 382749515-002 | SAMUEL GOLDSTEIN & CO PC | $821M |
BOARD OF TRUSTEES,LABORERS PENSION TRUST FUND-DETROIT AND VICINITYMI · 516030973-001 | JP MORGAN INVESTMENT MANAGEMENT INC | $771M |
BOARD OF TRUSTEES LOCAL 580 ANNUITY FUNDNY · 136178512-001 | INSIGHT NORTH AMERICA LLC | $703M |
BOARD OF TRUSTEES, MICHIGAN CARPENTERS' PENSION FUNDMI · 386233978-001 | THE SEGAL COMPANY | $659M |
INTL PAINTERS & ALLIED TRADES IND. PENSION FUND-MD · 526073909-002 | VERUS | $622M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEESWA · 916145047-001 | $56.4B | 639,222 | $3M | 2y | - |
TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUNDMD · 530181657-001 | $20.4B | 693,723 | $4M | 9y | - |
TRUSTEES OF THE NATIONAL ELECTRICAL ANNUITY PLANMD · 526132372-001 | $18.1B | 182,716 | $2M | 7y | - |
BD OF TRUSTEES SHEET METAL WORKERS' NATIONAL PENSION FUNDVA · 526112463-001 | $8.9B | 152,375 | $1M | 9y | - |
BOARD OF TRUSTEES BOILERMAKER-BLACKSMITH NATIONALMO · 486168020-001 | $7.5B | 80,280 | $3M | 10y | - |
BOARD OF TRUSTEES, SO CA UFCW UNIONS & FOOD EMPLOYERSCA · 951939092-001 | $6.5B | 199,927 | $9,046 | 1y | - |
BOARD OF TRUSTEES LABORERS PENSION TRUST FUND FOR NORTHERN CALIFORNIACA · 946277608-001 | $5.5B | 44,826 | $411,749 | 3y | - |
BOARD OF TRUSTEES OF NYCDCC PENSION FUNDNY · 510174276-001 | $5.4B | 30,149 | $129,836 | 10y | - |
BD OF TRUSTEES, CHICAGO & VICINITY LABORERS' DISTR. COUNCIL PENS FUNDIL · 362514514-002 | $5.2B | 30,331 | $3M | 10y | - |
TRUSTEES OF I.B. OF T. UNION LOCAL 710 PENSION FUNDIL · 362377656-001 | $4.5B | 21,566 | $2M | 6y | - |
Flag exposure
96.2%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 (105)
Raw Schedule C names collapsed into ULLICO.
- THE UNION LABOR LIFE INS COMPANY
- THE UNION LABOR LIFE INS. CO.
- THE UNION LABOR LIFE INS. COMPANY
- THE UNION LABOR LIFE INSURANCE
- THE UNION LABOR LIFE INSURANCE CCO
- THE UNION LABOR LIFE INSURANCE CO
- THE UNION LABOR LIFE INSURANCE CO.
- THE UNION LABOR LIFE INSURANCE COMP
- THE UNION LABOR LIFE INSURANCE GROU
- THE UNION LABOR LIFE INURANCE CO.
- ULICO CASUALTY
- ULICO CASULATY
- ULLIC0 INVESTMENT COMPANY
- ULLICO
- ULLICO (THE UNION LABOR LIFE INSURA
- ULLICO 13-2988846
- ULLICO CASUALTY
- ULLICO CASUALTY CO.
- ULLICO CASUALTY COMPANY
- ULLICO CASUALTY GROUP
- ULLICO CASUALTY GROUP LLC
- ULLICO CASUALTY GROUP, INC.
- ULLICO CASUALTY GROUP, LLC
- ULLICO CASUALY COMPANY
- ULLICO FUND LP
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 ULLICO'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 | 3 | 1.13% | 7.76% | -6.63 pp |
| Fidelity bond gap | 1 | 0.38% | 26.94% | -26.57 pp |
| Late contributions | 3 | 1.13% | 1.71% | -0.59 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 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 ULLICO. Compare to the incumbent market share (0.4%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.4 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).