VOYA RETIREMENT INSURANCE & ANNUITY
487 known aliases resolved via the canonical alias map
Market position · 2024
Plans served2,050+189 YoYRank #13 of mapped providers
Assets under administration$439.4B0.5%Market share · rank #32
Fees received$197MMedian $12,576/planSum across Schedule C direct + indirect
Net wins YoY+193511 won · 318 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 VOYA RETIREMENT INSURANCE & ANNUITY plan look like?
Service mix · median fees per plan
Count of plans where VOYA RETIREMENT INSURANCE & ANNUITY ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Recordkeeping fees; Other insurance wrap feesCode 64 | 945 | $7,850 | |
Recordkeeping fees; Other fees; Investment advisory (participants)Code 26 | 891 | $8,185 | |
Recordkeeping fees; Other fees; Investment advisory (plan)Code 27 | 151 | $5,316 | |
Trustee (directed); Other services; Participant communication; Recordkeeping and information management (computing, tabulating, data processing, etc.); Account maintenance fees; Direct payment from the plan; Trustee (bank, trust company, or similar financial institution); Recordkeeping fees; Other fees; Sub-transfer agency fees; Float revenue; Participant loan processingCode 15 | 89 | $57,331 | |
Sub-transfer agency fees; Sales loads (front end and deferred); Other investment fees and expenses; Recordkeeping fees; Investment managementCode 28 | 53 | $22,329 | |
Redemption fees; Other servicesCode 49 | 50 | $1,982 | |
Other feesCode 99 | 48 | $21,776 | |
Recordkeeping fees; Participant loan processing; Other services; Account maintenance feesCode 37 | 46 | $214,676 |
Competitor overlap
Percent of VOYA RETIREMENT INSURANCE & ANNUITY'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 VOYA RETIREMENT INSURANCE & ANNUITY.
| Sponsor | From | Assets |
|---|---|---|
SENTARA HEALTHVA · 521271901-003 | FIDELITY INVESTMENTS INSTITUTIONAL | $3.7B |
INTERMOUNTAIN HEALTH CARE, INC.UT · 870269232-001 | H.I.G. CAPITAL, LLC | $3.4B |
COGNIZANT TECHNOLOGY SOLUTIONSNJ · 133924155-001 | QDRO CONSULTANTS COMPANY, LLC | $3.0B |
OLD DOMINION FREIGHT LINE, INC.NC · 560751714-002 | COWEN & COMPANY LLC | $2.4B |
ENBRIDGE EMPLOYEE SERVICES, INC.TX · 760697621-001 | T ROWE PRICE RPS INC | $1.8B |
SONOCO PRODUCTS COMPANYSC · 570248420-026 | GREAT-WEST LIFE & ANNUITY INSURANCE | $1.7B |
IHEART COMMUNICATIONS, INC.TX · 741787539-001 | NFP RETIREMENT INC | $1.4B |
RECREATIONAL EQUIPMENT, INC.WA · 910656890-001 | MMA SECURITIES LLC | $1.0B |
MERCY HEALTH CORPORATIONIL · 472158680-003 | MORNINGSTAR | $828M |
TRUSTEES OF MOUNT HOLYOKE COLLEGEMA · 042103578-002 | GLOBAL RETIREMENT PARTNERS LLC | $423M |
Plans lost in 2024
Appeared last year under VOYA RETIREMENT INSURANCE & ANNUITY; not this year.
| Sponsor | To | Assets |
|---|---|---|
ABBOTT LABORATORIESIL · 360698440-300 | BURGISS GROUP LLC | $4.0B |
NORDSTROM, INC.WA · 910515058-001 | ALIGHT SOLUTIONS LLC | $3.9B |
ENDEAVOR HEALTH CLINICAL OPERATIONSIL · 362167060-002 | FIDELITY INVESTMENTS INSTITUTIONAL | $2.0B |
MIDAMERICAN ENERGY COMPANYIA · 421425214-002 | MOSS ADAMS LLP | $1.7B |
PORTLAND GENERAL ELECTRIC COMPANYOR · 930256820-005 | GRANT THORNTON LLP | $1.1B |
THE GOVERNING COMMITTEE OF THE SECTION 403(B) DEFINED CONTRIBUTIONVA · 824833402-333 | MILLENNIUM INVESTMENT & RETIREMENT | $1.1B |
GEISINGER SYSTEM SERVICESPA · 232164794-003 | FIDELITY INVESTMENTS INSTITUTIONAL | $937M |
PUGET SOUND ENERGY, INC.WA · 910374630-001 | MFS INVESTMENT MANAGEMENT | $786M |
PREMIER HEALTH PARTNERSOH · 311446699-002 | FID INV INST OPS CO | $505M |
CONCORD HOSPITALNH · 222594672-002 | FIDELITY INVESTMENTS INSTITUTIONAL | $235M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
INTERNATIONAL BUSINESS MACHINES CORPORATIONNY · 130871985-005 | $60.4B | 149,818 | $818,460 | 4y | - |
EXXON MOBIL CORPORATIONTX · 135409005-334 | $23.7B | 37,812 | $303,190 | 10y | - |
BANK OF AMERICA CORPORATIONRI · 560906609-001 | $19.0B | 168,197 | $918,487 | 10y | - |
INTERNATIONAL BUSINESS MACHINES CORPORATIONNY · 130871985-001 | $17.9B | 144,666 | $2M | 10y | - |
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATIONVA · 530116145-444 | $16.8B | 80,475 | $2M | 2y | 1 |
CONSOLIDATED EDISON COMPANY OF NEW YORK, INC.NY · 135009340-001 | $15.6B | 26,696 | $1M | 5y | - |
UNITED PARCEL SERVICE OF AMERICA, INC.GA · 951732075-004 | $14.2B | 134,811 | $10M | 10y | - |
U.S. BANCORPMN · 410255900-004 | $11.4B | 90,116 | $180,034 | 10y | 1 |
THE BANK OF NEW YORK MELLON CORPORATIONPA · 132614959-004 | $9.9B | 42,007 | $93,708 | 10y | 1 |
BOOZ ALLEN HAMILTON INC.VA · 362513626-001 | $9.3B | 56,540 | $0 | 10y | - |
Flag exposure
79.4%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 (487)
Raw Schedule C names collapsed into VOYA RETIREMENT INSURANCE & ANNUITY.
- ACCELERATE RETIREMENT
- ING
- ING ADVISORS LLC
- ING CLARION REAL ESTATE SECURITIES
- ING FINANCIAL
- ING FINANCIAL ADVISERS
- ING FINANCIAL PARTNERS
- ING FINANCIAL PARTNERS INC
- ING FINANCIAL PARTNERS INC.
- ING FINANCIAL PARTNERS, INC
- ING FINANCIAL PARTNERS, INC.
- ING FP
- ING INS SERVICES INC
- ING INSTITUTIONAL PLAN SERVICES
- ING INSTITUTIONAL PLAN SERVICES, LL
- ING INVESTMENT MGMT CO
- ING INVESTMENT MGMT CO LLC
- ING INVESTMENT, LLC
- ING INVESTMENTS, LLC
- ING LIFE INS AND ANNUITY CO
- ING LIFE INSURANCE & ANNUITY
- ING LIFE INSURANCE & ANNUITY CO
- ING LIFE INSURANCE & ANNUITY CO.
- ING LIFE INSURANCE & ANNUITY COMPAN
- ING LIFE INSURANCE AND ANNITY 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 VOYA RETIREMENT INSURANCE & ANNUITY'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 | 57 | 2.78% | 7.76% | -4.98 pp |
| Fidelity bond gap | 87 | 4.24% | 26.94% | -22.70 pp |
| Late contributions | 524 | 25.56% | 1.71% | +23.85 pp |
| Failed to provide benefit | 3 | 0.15% | 0.14% | 0.01 pp |
| Corrective distributions | 473 | 23.07% | 1.76% | +21.31 pp |
| Loss discovered | 1 | 0.05% | 0.00% | 0.05 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with VOYA RETIREMENT INSURANCE & ANNUITY. Compare to the incumbent market share (3.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-3.0 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).