WILLIS TOWERS WATSON US LLC
253 known aliases resolved via the canonical alias map
Market position · 2024
Plans served1,042+47 YoYRank #25 of mapped providers
Assets under administration$1.38T1.5%Market share · rank #3
Fees received$423MMedian $147,984/planSum across Schedule C direct + indirect
Net wins YoY+55175 won · 120 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 WILLIS TOWERS WATSON US LLC plan look like?
Service mix · median fees per plan
Count of plans where WILLIS TOWERS WATSON US LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Valuation (appraisals, etc.); Direct payment from the plan; Consulting (pension); ActuarialCode 11 | 704 | $196,318 | |
Other services; Investment advisory (plan); Consulting (general)Code 16 | 132 | $40,200 | |
Other fees; Investment advisory (plan)Code 27 | 102 | $50,218 | |
Shareholder servicing fees; Investment managementCode 28 | 38 | $149,416 | |
Named fiduciary; Consulting (pension); Investment management; Investment advisory (plan); Direct payment from the plan; Investment management fees paid directly by planCode 17 | 37 | $175,760 | |
Trustee (bank, trust company, or similar financial institution); Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Recordkeeping fees; Other fees; Direct payment from the planCode 15 | 19 | $261,783 | |
Direct payment from the plan; Accounting (including auditing)Code 10 | 10 | $120,442 | |
Other feesCode 99 | 10 | $25,053 |
Competitor overlap
Percent of WILLIS TOWERS WATSON US LLC'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 WILLIS TOWERS WATSON US LLC.
| Sponsor | From | Assets |
|---|---|---|
INTERNATIONAL BUSINESS MACHINES CORPORATIONNY · 130871985-005 | PRICEWATERHOUSECOOPERS LLP | $60.4B |
DELL INC.TX · 742487834-001 | FINANCIAL ENGINES | $14.7B |
UNITED PARCEL SERVICE OF AMERICA, INC.GA · 951732075-004 | VOYA RETIREMENT INSURANCE & ANNUITY | $14.2B |
STANFORD HEALTH CARECA · 946174066-002 | FIDELITY INVESTMENTS INSTITUTIONAL | $6.9B |
BECTON, DICKINSON AND COMPANYNJ · 220760120-011 | STOUT, CAUSEY & HORNING, P.A. | $5.8B |
S&P GLOBAL, INC.NY · 131026995-002 | (new plan) | $5.7B |
FARMERS GROUP, INC.CA · 950725935-002 | WELLINGTON TRUST COMPANY | $5.0B |
GEORGIA-PACIFIC LLCGA · 930432081-018 | FIDELITY INVESTMENTS INSTITUTIONAL | $4.7B |
BAYLOR SCOTT & WHITE HOLDINGSTX · 463130985-002 | TD AMERITRADE, INC. | $4.7B |
KOCH COMPANIES, LLCKS · 992447784-002 | BLACKROCK | $4.3B |
Plans lost in 2024
Appeared last year under WILLIS TOWERS WATSON US LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
FORD MOTOR COMPANYMI · 380549190-002 | COMERICA BANK | $12.7B |
THE PRUDENTIAL INSURANCE COMPANY OF AMERICANJ · 221211670-003 | ANYBILL FINANCIAL SERVICES | $12.2B |
CATERPILLAR INC.TX · 370602744-002 | ALIGHT SOLUTIONS LLC | $9.8B |
PARAMOUNT GLOBALNY · 042949533-002 | FINANCIAL ENGINES | $6.1B |
MCKESSON CORPORATIONTX · 943207296-002 | FIDELITY INVESTMENTS INSTITUTIONAL | $4.6B |
NORDSTROM, INC.WA · 910515058-001 | ALIGHT SOLUTIONS LLC | $3.9B |
RELX INC.NY · 521471842-005 | GREAT-WEST LIFE & ANNUITY INSURANCE | $3.7B |
EASTMAN CHEMICAL COMPANYTN · 621539359-002 | FIDELITY INVESTMENTS INSTITUTIONAL | $3.4B |
NATIONAL GRID USA SERVICE COMPANY, INC.NY · 041663150-003 | MORGAN STANLEY SMITH BARNEY | $2.1B |
AMERICAN NATIONAL RED CROSSDC · 530196605-008 | ZARAGOZA & ALVARADO LLP | $1.5B |
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 | $210,312 | 7y | - |
RTX CORPORATIONCT · 060570975-041 | $41.6B | 281,638 | $3M | 2y | 1 |
FEDEX CORPORATIONTN · 621721435-002 | $26.9B | 213,710 | $1M | 10y | - |
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIESWA · 910425694-100 | $23.3B | 115,617 | $340,791 | 10y | - |
CITIGROUP INC.CT · 521568099-004 | $23.2B | 121,279 | $202,556 | 10y | 1 |
UNITED PARCEL SERVICE OF AMERICA, INC.GA · 951732075-001 | $21.2B | 144,570 | $3M | 9y | - |
CHEVRON CORPORATIONTX · 940890210-001 | $20.4B | 35,035 | $42,446 | 6y | 1 |
BANK OF AMERICA CORPORATIONRI · 560906609-001 | $19.0B | 168,197 | $2M | 10y | - |
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACEOH · 140689340-333 | $19.0B | 118,868 | $281,800 | 9y | - |
NORTHROP GRUMMAN CORPORATIONVA · 800640649-030 | $18.8B | 104,566 | $261,830 | 10y | - |
Flag exposure
92.8%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 (253)
Raw Schedule C names collapsed into WILLIS TOWERS WATSON US LLC.
- GARDNER, WILLIS, SWEAT, PLAIRE LLP
- GT LONG CREDIT FUND-WTW GROUP TRUST
- HOTTEL & WILLIS P.C.
- HOTTEL & WILLIS, P.C.
- JENNIFER WILLIS
- KATHERINE WILLIS/PALLADIUM PARTNERS
- LENNIE WYATT
- MORTENSON & WYATT, LLC
- ODONNELL, FICENEC, WILLIS & FERDIG
- RON WYATT, CPA
- ROZIER MCKAY & WILLIS
- ROZIER, MCKAY, & WILLIS
- SCHWABE
- SCHWABE, WILLIAMSON & WYATT
- SCHWABE, WILLIAMSON & WYATT PC
- SCHWABE, WILLIAMSON & WYATT, P.C
- SCHWABE, WILLIAMSON & WYATT, P.C.
- SCHWABE, WILLIAMSON & WYATT, PC
- SCHWABE, WILLIAMSON, & WYATT
- SUSANNAH IFILL-WILLIS
- THE WYATT COMPANY
- TOWER AUTOMOTIVE HOLDINGS USA
- TOWER ROCK ADVISORS
- TOWER WASTON
- TOWER WATSON
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 WILLIS TOWERS WATSON US LLC'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 | 34 | 3.26% | 7.76% | -4.50 pp |
| Fidelity bond gap | 1 | 0.10% | 26.94% | -26.85 pp |
| Late contributions | 59 | 5.66% | 1.71% | +3.95 pp |
| Failed to provide benefit | 27 | 2.59% | 0.14% | +2.45 pp |
| Corrective distributions | 106 | 10.17% | 1.76% | +8.41 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 WILLIS TOWERS WATSON US LLC. Compare to the incumbent market share (1.6%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-1.6 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).