WELFARE & PENSION ADMIN SERVICE INC
26 known aliases resolved via the canonical alias map
Market position · 2024
Plans served22Rank #702 of mapped providers
Assets under administration$12.4B0.0%Market share · rank #1002
Fees received$12MMedian $281,787/planSum across Schedule C direct + indirect
Net wins YoY+02 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 WELFARE & PENSION ADMIN SERVICE INC plan look like?
Service mix · median fees per plan
Count of plans where WELFARE & PENSION ADMIN SERVICE INC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Recordkeeping and information management (computing, tabulating, data processing, etc.); Plan Administrator; Claims processing; Direct payment from the plan; Accounting (including auditing)Code 10 | 12 | $571,379 | |
Direct payment from the plan; Copying and duplicating; Contract AdministratorCode 13 | 5 | $179,201 | |
Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing; Plan Administrator; Contract AdministratorCode 12 | 4 | $271,134 | |
Direct payment from the plan; Copying and duplicating; Plan AdministratorCode 14 | 1 | $215,944 |
Competitor overlap
Percent of WELFARE & PENSION ADMIN SERVICE INC'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 WELFARE & PENSION ADMIN SERVICE INC.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES MICHIGAN LABORERS' PENSION FUNDMI · 386233976-001 | ABERDEEN ASSET MANAGEMENT, INC. | $1.3B |
BOARD OF TRUSTEES, MICHIGAN LABORERS' ANNUITY FUNDMI · 383345443-001 | TIC INTERNATIONAL CORPORATION | $119M |
Plans lost in 2024
Appeared last year under WELFARE & PENSION ADMIN SERVICE INC; not this year.
| Sponsor | To | Assets |
|---|---|---|
ALASKA IRONWORKERS PENSION PLAN BOARD OF TRUSTEESAK · 916123695-001 | ULLICO | $93M |
BOARD OF TRUSTEES OF THE MFOW SUPPLEMENTAL PENSION TRUSTCA · 946201677-002 | MFOW WELFARE FUND | $37M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES, LOCALS 302 & 612 OF THE IUOE -WA · 916028571-001 | $3.3B | 19,582 | $2M | 10y | - |
BOARD OF TRUSTEES, PUGET SOUND ELECTRICAL WORKERS PENSION TRUSTWA · 916180333-001 | $1.3B | 8,704 | $2M | 10y | - |
BOARD OF TRUSTEES MICHIGAN LABORERS' PENSION FUNDMI · 386233976-001 | $1.3B | 27,316 | $1M | 1y | - |
BOARD OF TRUSTEES, WESTERN METAL INDUSTRY PENSION PLANWA · 916033499-001 | $1.0B | 13,512 | $1M | 8y | - |
NORTHWEST IRONWORKERS RETIREMENT PLAN BOARD OF TRUSTEESWA · 916123688-001 | $854M | 7,196 | $949,187 | 10y | - |
AUTOMOTIVE MACHINISTS PENSION TRUSTWA · 916123687-001 | $847M | 7,479 | $1M | 10y | - |
BOARD OF TRUSTEES, ALASKA LABORERS- EMPLOYERS RETIREMENT FUNDWA · 916028298-001 | $658M | 5,804 | $924,987 | 10y | - |
BOARD OF TRUSTEES PUGET SOUND ELECTRICAL WORKERS 401(K) SAVINGS PLANWA · 916180326-001 | $622M | 8,061 | $739,755 | 10y | - |
IRONWORKERS DISTRICT COUNCIL OF THE PACI FIELD IRONWORKERS ANNUITY TRUWA · 911342114-002 | $594M | 7,937 | $240,646 | 10y | - |
BOARD OF TRUSTEES, CEMENT MASONS AND PLASTERERS RETIREMENT TRUSTWA · 916066773-001 | $455M | 2,984 | $456,314 | 10y | - |
Flag exposure
90.9%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 (26)
Raw Schedule C names collapsed into WELFARE & PENSION ADMIN SERVICE INC.
- M.F.O.W. WELFARE PLAN
- WELFARE & PENSION ADM SVC INC
- WELFARE & PENSION ADMIN
- WELFARE & PENSION ADMIN SERV, INC.
- WELFARE & PENSION ADMIN SERVICE
- WELFARE & PENSION ADMIN SERVICE INC
- WELFARE & PENSION ADMIN SERVICE, IN
- WELFARE & PENSION ADMIN SERVICES
- WELFARE & PENSION ADMIN SRVC, INC
- WELFARE & PENSION ADMIN SVC, INC
- WELFARE & PENSION ADMIN SVC, INC.
- WELFARE & PENSION ADMIN SVCS
- WELFARE & PENSION ADMIN SVCS, INC
- WELFARE & PENSION ADMIN. SERVICE
- WELFARE & PENSION ADMIN. SERVICES
- WELFARE & PENSION ADMINI
- WELFARE & PENSION ADMINISTRATION
- WELFARE & PENSION ADMINISTRATION SE
- WELFARE AND PENSION ADMIN SERVICE
- WELFARE AND PENSION ADMIN SERVICES
- WELFARE AND PENSION ADMIN SVCS
- WELFARE AND PENSION ADMIN SVCS, INC
- WELFARE AND PENSION ADMINISTRATION
- WELFARE PENSION & ADMINISTRATION
- WELFARE PENSION ADMIN SVCS, INC.
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 WELFARE & PENSION ADMIN SERVICE INC'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 | 2 | 9.09% | 7.76% | +1.33 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 | 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 WELFARE & PENSION ADMIN SERVICE INC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 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).