Securian Financial Group
recordkeeper44 known aliases resolved via the canonical alias map
Market position · 2024
Plans served10-60 YoYRank #1299 of mapped providers
Assets under administration$30.4B0.0%Market share · rank #465
Fees received$512,986Median $36,181/planSum across Schedule C direct + indirect
Net wins YoY-573 won · 60 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 Securian Financial Group plan look like?
Service mix · median fees per plan
Count of plans where Securian Financial Group ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (participants); Investment advisory (plan)Code 26 | 3 | $17,145 | |
Investment advisory (plan); Consulting feesCode 27 | 2 | $26,777 | |
Direct payment from the plan; Contract AdministratorCode 13 | 1 | $89,557 | |
Participant communication; Direct payment from the planCode 38 | 1 | $110,331 | |
Other services; Other feesCode 49 | 1 | $42,812 | |
Direct payment from the plan; Insurance brokerage commissions and feesCode 50 | 1 | $109,201 | |
Other commissionsCode 55 | 1 | $61,642 |
Competitor overlap
Percent of Securian Financial Group'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 Securian Financial Group.
| Sponsor | From | Assets |
|---|---|---|
HUDSON VALLEY CREDIT UNIONNY · 141471439-002 | NFP | $94M |
SAGE HOSPITALITY RESOURCES, LLCCO · 841273343-001 | Minnesota Life Insurance Company | $81M |
Plans lost in 2024
Appeared last year under Securian Financial Group; not this year.
| Sponsor | To | Assets |
|---|---|---|
LOCKTON, INC.MO · 900007886-002 | Cetera Investment Advisers LLC | $1.2B |
BOARD OF TRUSTEES OF THE CARPENTERS & JOINERS DEFINED CONTRIBUTION PLAMN · 411824896-001 | Matrix Trust | $719M |
PRINCIPAL LIFE INSURANCE COMPANYIA · 420127290-334 | RBC Capital Markets | $384M |
BOARD OF TRUSTEES OF THE TWIN CITY IRONWORKERS DC PENSION FUNDMN · 411876222-002 | John Hancock | $322M |
WELLSKY CORPORATIONKS · 112209324-001 | Principal | $152M |
SANDBERG, PHOENIX & VON GONTARD P.CMO · 431186987-002 | Cetera Investment Advisers LLC | $73M |
NA ALII CONSULTING AND SALES, LLCVA · 201741740-003 | Cetera Advisor Networks LLC | $60M |
SAFILO USA, INC.NJ · 131982071-001 | CohnReznick LLP | $57M |
IMC COMPANIES, LLCTN · 201374088-001 | Transamerica | $53M |
ASSOCIATED BUILDERS AND CONTRACTORS, INC., DELAWARE CHAPTERDE · 510101354-333 | Transamerica | $48M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
UNITED PARCEL SERVICE OF AMERICA, INC.GA · 951732075-001 | $21.2B | 144,570 | $109,201 | 3y | - |
MARS, INCORPORATEDNJ · 221594774-001 | $5.1B | 26,885 | $110,331 | 3y | - |
LATHAM & WATKINS LLPCA · 952018373-001 | $3.1B | 8,106 | $17,145 | 2y | 1 |
VENABLE LLPMD · 520517250-003 | $766M | 2,429 | $17,149 | 6y | - |
HUDSON VALLEY CREDIT UNIONNY · 141471439-002 | $94M | 1,156 | $42,812 | 1y | 1 |
SAGE HOSPITALITY RESOURCES, LLCCO · 841273343-001 | $81M | 6,775 | $89,557 | 1y | 1 |
HUFF, POWELL & BAILEY, LLCGA · 900085645-001 | $23M | 198 | $61,642 | 3y | - |
CITIZENS BANK GROUP INC.MN · 411704160-001 | $11M | 143 | $24,004 | 5y | - |
SUMMIT TECHNICAL SOLUTIONS, LLCCO · 300002326-001 | $8M | 168 | $29,550 | 8y | - |
THE RICHMOND SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALSVA · 540506328-002 | $5M | 202 | $11,595 | 6y | 1 |
Flag exposure
100.0%Market: 89.1%
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 (44)
Raw Schedule C names collapsed into Securian Financial Group.
- HUDSON LAKE
- HUDSON PILOT
- HUDSON PILOT LLC
- HUDSON PORTFOLIO MANAGEMENT LL
- HUDSON REALTY CAPITAL FUND IV
- HUDSON REALTY CAPITAL LLC
- HUDSON VALLEY CREDIT UNION
- HUDSON VALLEY INVESTMENT ADVISORS
- HUDSON VALLEY STAFF, LTD. DBA ACADI
- HUDSPETH BENEFITS GROUP
- HUE COMMUNICATIONS
- HUE COMMUNICATIONS LLC
- HUELER INVESTMENT SERVICES, INC.
- HUELSMAN JR, LAWRENCE F.
- HUFCOR INC
- HUFFMAN MARK C
- SECURAN FINANCIAL SERVICES
- SECURIAN
- SECURIAN ASSET MANAGEMENT
- SECURIAN FIN'L SERVICES
- SECURIAN FINANCIAL
- SECURIAN FINANCIAL GROUP
- SECURIAN FINANCIAL GROUP, INC
- SECURIAN FINANCIAL GROUP, INC.
- SECURIAN FINANCIAL SERVICES
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans 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 Securian Financial Group'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 | 10.00% | 1.71% | +8.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 3 | 30.00% | 1.76% | +28.24 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 Securian Financial Group. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Securian Financial Group's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| WTW | 2 | 20.0% |
| Absolute Capital Management | 1 | 10.0% |
| Acadian Asset Management | 1 | 10.0% |
| Alera Group | 1 | 10.0% |
| Angelo Gordon | 1 | 10.0% |
| Aon | 1 | 10.0% |
| Arrowstreet Capital | 1 | 10.0% |
| Bloomberg LP | 1 | 10.0% |
| Bridgewater Advisors Inc | 1 | 10.0% |
| Brinker Capital Holdings, Inc. | 1 | 10.0% |