UNION INSURANCE GROUP
6 known aliases resolved via the canonical alias map
Market position · 2024
Plans served21+7 YoYRank #797 of mapped providers
Assets under administration$31.7B0.0%Market share · rank #436
Fees received$1MMedian $9,525/planSum across Schedule C direct + indirect
Net wins YoY+57 won · 2 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 UNION INSURANCE GROUP plan look like?
Service mix · median fees per plan
Count of plans where UNION INSURANCE GROUP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Insurance services; Direct payment from the planCode 23 | 8 | $10,841 | |
Insurance brokerage commissions and fees; Insurance agents and brokersCode 22 | 7 | $0 | |
Insurance brokerage commissions and feesCode 53 | 3 | $9,370 | |
Investment management; Investment management fees paid directly by plan; Direct payment from the planCode 28 | 2 | $85,224 | |
Other commissionsCode 55 | 1 | $0 |
Competitor overlap
Percent of UNION INSURANCE GROUP'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 UNION INSURANCE GROUP.
| Sponsor | From | Assets |
|---|---|---|
TRUSTEES OF THE NATIONAL ELECTRICAL ANNUITY PLANMD · 526132372-001 | EBERTS & HARRISON | $18.1B |
I.B.E.W. BOARD OF TRUSTEES FOR LOCAL 357 PENSION TRUSTNV · 886023284-001 | BERNZOTT CAPITAL ADVISORS | $552M |
BOARD OF TRUSTEES, INTERNATIONAL ASSOCIATION PENSION PLANIL · 526128563-002 | DIMEO SCHNEIDER & ASSOCIATES LLC | $401M |
PLUMBERS & PIPEFITTERS LOCAL UNION NO. 441IL · 486178607-001 | WASHINGTON CAPITAL MANAGEMENT, INC. | $77M |
CTDU - PENSION FUNDIL · 366598153-001 | BANSLEY AND KIENER, LLP | $37M |
IOWA IRONWORKERS HEAVY HIGHWAY DEFINED CONTRIBUTION PLANIA · 383927459-002 | EMPLOYEE FRINGES AUDIT COMPANY | $26M |
CTDU PARTITION PENSION FUNDIL · 276635486-001 | LINDA FENNER | $656,684 |
Plans lost in 2024
Appeared last year under UNION INSURANCE GROUP; not this year.
| Sponsor | To | Assets |
|---|---|---|
TRUSTEES OF SEIU LOCAL 1 & PARTICIPATING EMPLOYERS PENSION TRUSTIL · 366486542-001 | D. BRATEK | $602M |
IBEW LOCAL UNION 14WI · 391761679-001 | MARINER LLC | $293M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRUSTEES OF THE NATIONAL ELECTRICAL ANNUITY PLANMD · 526132372-001 | $18.1B | 182,716 | $3,298 | 1y | - |
NEW ENGLAND TEAMSTERS PENSION FUNDMA · 046372430-001 | $9.1B | 71,331 | $790,716 | 8y | - |
TRUSTEES OF TEAMSTERS UNION NO. 142 PENSION FUNDIN · 516051034-001 | $639M | 6,610 | $0 | 10y | - |
I.B.E.W. BOARD OF TRUSTEES FOR LOCAL 357 PENSION TRUSTNV · 886023284-001 | $552M | 4,922 | $0 | 1y | - |
BOARD OF TRUSTEES OF ROOFERS PENSION FUNDIL · 366485998-001 | $530M | 4,154 | $0 | 5y | - |
IRONWORKERS NATIONAL PENSION PLAN BOARD OF TRUSTEESIL · 526122274-001 | $503M | 13,533 | $103,762 | 5y | - |
JOINT GOV. COMM. PLUMBERS AND PIPEFITTERS LOCAL UNION NO. 525NV · 886003864-001 | $455M | 3,727 | $63,088 | 1y | - |
BOARD OF TRUSTEES, INTERNATIONAL ASSOCIATION PENSION PLANIL · 526128563-002 | $401M | 2,450 | $66,686 | 1y | - |
BOARD OF TRUSTEES, PIPE TRADES DISTRICT COUNCIL NO 36CA · 946082956-001 | $390M | 2,697 | $0 | 4y | - |
I.A.T.S.E. LOCAL 16 PENSION PLAN TRUSTEESCA · 946296420-001 | $283M | 3,877 | $9,370 | 2y | - |
Flag exposure
81.0%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 (6)
Raw Schedule C names collapsed into UNION INSURANCE GROUP.
- UNION INS
- UNION INSURANCE
- UNION INSURANCE GROUP
- UNION INSURANCE GROUP INC
- UNION INSURANCE GROUP, INC.
- UNION INSURANCE GROUP, LLC
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 UNION INSURANCE GROUP'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 | 2 | 9.52% | 1.71% | +7.81 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 UNION INSURANCE GROUP. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent