VERRILL DANA LLP
14 known aliases resolved via the canonical alias map
Market position · 2024
Plans served15-9 YoYRank #865 of mapped providers
Assets under administration$12.8B0.0%Market share · rank #970
Fees received$593,246Median $30,026/planSum across Schedule C direct + indirect
Net wins YoY-76 won · 13 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 VERRILL DANA LLP plan look like?
Service mix · median fees per plan
Count of plans where VERRILL DANA LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Direct payment from the planCode 29 | 11 | $30,026 | |
Consulting (general); LegalCode 16 | 1 | $60,047 | |
Investment management; Legal; Direct payment from the planCode 28 | 1 | $116,326 | |
Direct payment from the planCode 50 | 1 | $9,989 | |
Consulting feesCode 70 | 1 | $21,930 |
Competitor overlap
Percent of VERRILL DANA LLP'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 VERRILL DANA LLP.
| Sponsor | From | Assets |
|---|---|---|
ALSTOM TRANSPORT HOLDING US INC.PA · 203999346-009 | GOLDMAN SACHS | $666M |
WEX INC.ME · 010526993-001 | MERRILL LYNCH PIERCE FENNER & SMITH | $522M |
ALBANY MED HEALTH SYSTEMNY · 141641730-003 | SEAPORT GLOBAL PROPERTY SECURITIES | $290M |
ALSTOM TRANSPORT HOLDING US INC.PA · 203999346-010 | PRICEWATERHOUSECOOPERS LLP | $224M |
GLOBAL GP LLCMA · 141924242-001 | JP MORGAN INVESTMENT MANAGEMENT INC | $3M |
GLOBAL MONTELLO GROUP CORP.MA · 043443028-001 | JP MORGAN INVESTMENT MANAGEMENT INC | $557,535 |
Plans lost in 2024
Appeared last year under VERRILL DANA LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
ATRIUS MSO, LLCMN · 871803974-001 | FID INV INST OPS CO | $1.5B |
BAYSTATE HEALTH, INCMA · 042105941-003 | FIDELITY INVESTMENTS INSTITUTIONAL | $1.2B |
TYLER TECHNOLOGIES, INC.TX · 752303920-002 | FIDELITY INVESTMENTS INSTITUTIONAL | $1.0B |
MAINEHEALTHME · 010238552-001 | WILLIS TOWERS WATSON US LLC | $764M |
TRUSTEES OF THE COLLEGE OF THE HOLY CROSSMA · 042103558-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $366M |
MARTIN'S POINT HEALTH CAREME · 010353275-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $144M |
AHLSTROM USA INC.CT · 133509370-001 | SEI INVESTMENTS | $84M |
MAINEGENERAL HEALTHME · 043369649-001 | LINCOLN NATIONAL CORPORATION | $79M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
IQVIA INC.NC · 061506026-004 | $3.6B | 33,208 | $60,047 | 6y | 1 |
UNUM GROUPME · 621598430-002 | $2.5B | 12,797 | $103,950 | 10y | - |
UNUM GROUPME · 621598430-001 | $1.4B | 9,990 | $5,582 | 9y | - |
IDEXX LABORATORIES, INC.ME · 010393723-001 | $1.2B | 8,856 | $9,989 | 5y | - |
LL BEAN INCME · 010026590-002 | $803M | 8,467 | $63,116 | 10y | 1 |
ALSTOM TRANSPORT HOLDING US INC.PA · 203999346-009 | $666M | 5,990 | $14,298 | 1y | 2 |
AHLSTROM USA INC.CT · 133509370-005 | $551M | 3,408 | $46,404 | 10y | 1 |
IQVIA INCORPORATEDCT · 061506026-002 | $531M | 4,900 | $116,326 | 10y | - |
WEX INC.ME · 010526993-001 | $522M | 5,901 | $21,930 | 9y | 1 |
MAINEGENERAL HEALTHME · 043369649-002 | $414M | 6,224 | $11,303 | 10y | - |
Flag exposure
80.0%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 (14)
Raw Schedule C names collapsed into VERRILL DANA LLP.
- VERRIL DANA LLP
- VERRIL DANA, LLP
- VERRILL
- VERRILL & DANA
- VERRILL & DANA LLP
- VERRILL & DANA, LLP
- VERRILL AND DANA
- VERRILL AND DANA LLP
- VERRILL DANA
- VERRILL DANA LLP
- VERRILL DANA, LLP
- VERRILL DANNA LLP
- VERRILL-LAW
- VERRILLDANALLP
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 VERRILL DANA LLP'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 | 6.67% | 1.71% | +4.95 pp |
| Failed to provide benefit | 1 | 6.67% | 0.14% | +6.53 pp |
| Corrective distributions | 4 | 26.67% | 1.76% | +24.91 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 VERRILL DANA LLP. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent