UNITED BENEFITS GROUP
1 known alias resolved via the canonical alias map
Market position · 2024
Plans served20+3 YoYRank #760 of mapped providers
Assets under administration$313M0.0%Market share · rank #5696
Fees received$267,835Median $9,405/planSum across Schedule C direct + indirect
Net wins YoY+33 won · 0 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 UNITED BENEFITS GROUP plan look like?
Service mix · median fees per plan
Count of plans where UNITED BENEFITS GROUP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan); Contract AdministratorCode 13 | 20 | $9,405 |
Competitor overlap
Percent of UNITED BENEFITS 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 UNITED BENEFITS GROUP.
| Sponsor | From | Assets |
|---|---|---|
COUNTRY PARTNERS COOPERATIVENE · 470303317-002 | GREAT-WEST LIFE & ANNUITY INSURANCE | $9M |
FARMERS COOP ASSN AND VISION AG, LLCIA · 420248005-002 | CAPFINANCIAL PARTNERS LLC | $5M |
Plans lost in 2024
Appeared last year under UNITED BENEFITS GROUP; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
AGTEGRA COOPERATIVESD · 460191930-002 | $69M | 1,124 | $40,066 | 4y | - |
AGSTATEIA · 420243900-040 | $31M | 407 | $28,866 | 3y | - |
KEY COOPERATIVEIA · 420242395-030 | $30M | 321 | $28,238 | 4y | - |
FARMERS COOPERATIVENE · 470155629-002 | $27M | 619 | $26,533 | 10y | 1 |
FRONTIER COOPERATIVENE · 470156130-030 | $20M | 489 | $19,216 | 3y | 1 |
MID-KANSAS COOPERATIVE ASSOCIATIONKS · 480695087-003 | $16M | 553 | $14,731 | 8y | 1 |
AGSTATEIA · 420243900-030 | $14M | 273 | $13,850 | 3y | - |
MIDWAY CO-OP ASSOCIATION INC.KS · 480359855-001 | $13M | 119 | $12,849 | 3y | - |
GARDEN CITY CO-OP, INC.KS · 480231740-002 | $11M | 178 | $9,797 | 5y | - |
ALLIANCE AG & GRAIN, LLCKS · 475469106-002 | $11M | 213 | $9,013 | 3y | 1 |
Flag exposure
90.0%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 UNITED BENEFITS GROUP.
- UNITED BENEFITS GROUP
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 UNITED BENEFITS 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 | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 6 | 30.00% | 1.76% | +28.24 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 UNITED BENEFITS 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