VALIC RETIREMENT SERVICES COMPANY
63 known aliases resolved via the canonical alias map
Market position · 2024
Plans served272-18 YoYRank #92 of mapped providers
Assets under administration$42.9B0.1%Market share · rank #351
Fees received$22MMedian $21,484/planSum across Schedule C direct + indirect
Net wins YoY-1617 won · 33 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 VALIC RETIREMENT SERVICES COMPANY plan look like?
Service mix · median fees per plan
Count of plans where VALIC RETIREMENT SERVICES COMPANY ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Shareholder servicing fees; Recordkeeping fees; Other fees; Product termination fees (surrender charges, etc.); Other services; Other investment fees and expenses; Custodial (securities); Securities brokerage; Legal; Direct payment from the planCode 19 | 191 | $24,120 | |
Sub-transfer agency fees; Participant loan processing; Product termination fees (surrender charges, etc.); Other investment fees and expenses; Other services; Recordkeeping fees; Investment advisory (participants); Direct payment from the plan; Investment management; Investment management fees paid indirectly by plan; Insurance mortality and expense chargeCode 26 | 32 | $7,219 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Investment management fees paid directly by plan; Custodial (securities); Contract AdministratorCode 13 | 9 | $1,452 | |
Recordkeeping fees; Insurance mortality and expense chargeCode 64 | 9 | $3,656 | |
Sales loads (front end and deferred); Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant communication; Insurance mortality and expense charge; Investment advisory (plan); Investment management; Investment management fees paid indirectly by plan; Recordkeeping fees; Consulting (pension)Code 15 | 8 | $11,273 | |
Securities brokerage; Investment management; Investment management fees paid indirectly by plan; Insurance mortality and expense charge; Sub-transfer agency fees; Other services; Shareholder servicing fees; Recordkeeping fees; Other investment fees and expenses; LegalCode 28 | 6 | $7,181 | |
Recordkeeping fees; Direct payment from the plan; Participant loan processingCode 37 | 5 | $11,345 | |
Recordkeeping fees; Direct payment from the planCode 50 | 3 | $556 |
Competitor overlap
Percent of VALIC RETIREMENT SERVICES COMPANY'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 VALIC RETIREMENT SERVICES COMPANY.
| Sponsor | From | Assets |
|---|---|---|
WAKEMEDNC · 566017737-002 | STRATEGIC ADVISORS, INC. | $1.4B |
EMERSON COLLEGEMA · 041286950-001 | TRANSAMERICA RETIREMENT SOLUTIONS | $242M |
INDIAN RIVER MEMORIAL HOSPITAL, INC. D/B/A INDIAN RIVER MEDICAL CENTERFL · 592496294-002 | CBIZ RETIREMENT PLAN SERVICES | $43M |
OPTIONS FOR SOUTHERN OREGON, INC.OR · 930804385-001 | FIONA K COSMANN | $24M |
TOWER IMAGING, LLCFL · 591433551-004 | ASSETMARK RETIREMENT SERVICES, INC. | $14M |
CATTARAUGUS REHABILITATION CENTER, INC.NY · 161291766-002 | LINCOLN NATIONAL CORPORATION | $11M |
TRANSITIONS - MENTAL HEALTH ASSOCIATIONCA · 953509040-002 | MATRIX TRUST COMPANY | $10M |
ARMY AND NAVY ACADEMYCA · 951184512-001 | PRINCIPAL LIFE INSURANCE COMPANY | $6M |
CENTRAL INDIANA COMMUNITY FOUNDATION, INC.IN · 351793680-002 | (new plan) | $5M |
COMMUNITIES IN SCHOOLS CHARLOTTE MECKLENBERG, INC.NC · 581661795-002 | (new plan) | $5M |
Plans lost in 2024
Appeared last year under VALIC RETIREMENT SERVICES COMPANY; not this year.
| Sponsor | To | Assets |
|---|---|---|
WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTERNC · 510190238-002 | CLIFTONLARSONALLEN LLP | $3.2B |
UNIVERSITY OF MIAMIFL · 590624458-002 | TIAA | $758M |
ST. MARY'S MEDICAL CENTERWV · 550357050-001 | MORGAN STANLEY SMITH BARNEY | $148M |
SAINT LEO UNIVERSITYFL · 591237047-003 | CAPFINANCIAL PARTNERS LLC | $115M |
VALLEY CHRISTIAN SCHOOLSCA · 941495182-001 | PRINCIPAL LIFE INSURANCE COMPANY | $48M |
SAC HEALTH SYSTEMCA · 330664371-001 | LINCOLN NATIONAL CORPORATION | $21M |
WINSLOW MEMORIAL HOSPITALAZ · 860107344-001 | LINCOLN NATIONAL CORPORATION | $16M |
ASPIRANETCA · 942442955-002 | NFP RETIREMENT INC | $15M |
UNITED STATES VETERANS INITIATIVECA · 954382752-001 | VOYA RETIREMENT INSURANCE & ANNUITY | $11M |
MERIDIAN BEHAVIORAL HEALTHCARE, INC.FL · 591906214-002 | GREAT-WEST LIFE & ANNUITY INSURANCE | $11M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NEW YORK UNIVERSITYNY · 135562308-001 | $5.4B | 23,634 | $5,188 | 2y | - |
THE UNIVERSITY OF VERMONT HEALTH NETWORK 403B) RETIREMENT SAVINGS PLANVT · 030219309-006 | $2.2B | 17,083 | $23,916 | 3y | 1 |
UNIVERSITY OF MIAMIFL · 590624458-005 | $2.1B | 19,738 | $17,026 | 9y | 1 |
HACKENSACK MERIDIAN HEALTHNJ · 223474145-016 | $1.8B | 24,634 | $5,357 | 5y | - |
THE MOSES H. CONE MEMORIAL HOSPITAL OPERATING CORPORATIONNC · 581588823-003 | $1.6B | 19,470 | $352,310 | 10y | 1 |
WAKEMEDNC · 566017737-002 | $1.4B | 15,820 | $0 | 9y | 1 |
LEHIGH VALLEY HEALTH NETWORK, INC.PA · 222458317-003 | $1.3B | 27,887 | $2M | 10y | 1 |
THE NEMOURS FOUNDATIONFL · 590634433-002 | $1.3B | 16,384 | $25,714 | 10y | 1 |
UNIVERSITY OF MIAMIFL · 590624458-003 | $1.2B | 2,379 | $37,100 | 9y | - |
HOWARD UNIVERSITYDC · 530204707-002 | $1.2B | 11,681 | $55,411 | 10y | 1 |
Flag exposure
86.4%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 (63)
Raw Schedule C names collapsed into VALIC RETIREMENT SERVICES COMPANY.
- COREBRIDGE VALIC
- THE VAIABLE ANNUITY LIFE INS CO
- THE VARIABLE ANNUITY LIFE INS
- THE VARIABLE ANNUITY LIFE INS CO
- THE VARIABLE ANNUITY LIFE INS CO.
- THE VARIABLE ANNUITY LIFE INS COMP
- THE VARIABLE ANNUITY LIFE INS. CO
- THE VARIABLE ANNUITY LIFE INS. CO.
- THE VARIABLE ANNUITY LIFE INSUR CO
- THE VARIABLE ANNUITY LIFE INSURANCE
- THE VARIABLE LIFE INSURANCE COMPANY
- VALIC
- VALIC ANNUITY LIFE INSURANCE CO.
- VALIC FINANCIAL
- VALIC FINANCIAL ADVISORS
- VALIC FINANCIAL ADVISORS INC
- VALIC FINANCIAL ADVISORS, INC.
- VALIC FINANCIAL ADVISORS,INC.
- VALIC FINANCIAL SERVICES
- VALIC RETIREMENT SERVI ES COMPANY
- VALIC RETIREMENT SERVICE CO
- VALIC RETIREMENT SERVICE CO.
- VALIC RETIREMENT SERVICE COMPANY
- VALIC RETIREMENT SERVICES
- VALIC RETIREMENT SERVICES 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 VALIC RETIREMENT SERVICES COMPANY'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 | 11 | 4.04% | 7.76% | -3.72 pp |
| Fidelity bond gap | 10 | 3.68% | 26.94% | -23.26 pp |
| Late contributions | 66 | 24.26% | 1.71% | +22.55 pp |
| Failed to provide benefit | 2 | 0.74% | 0.14% | +0.60 pp |
| Corrective distributions | 61 | 22.43% | 1.76% | +20.67 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 VALIC RETIREMENT SERVICES COMPANY. 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).