The Segal Co (Eastern States) Inc
advisor42 known aliases resolved via the canonical alias map
Market position · 2024
Plans served61Rank #327 of mapped providers
Assets under administration$55.9B0.1%Market share · rank #185
Fees received$8MMedian $88,406/planSum across Schedule C direct + indirect
Net wins YoY-14 won · 5 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 The Segal Co (Eastern States) Inc plan look like?
Service mix · median fees per plan
Count of plans where The Segal Co (Eastern States) Inc ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Insurance brokerage commissions and fees; Insurance agents and brokers; ActuarialCode 11 | 49 | $112,996 | |
Direct payment from the plan; Copying and duplicating; Consulting (general)Code 16 | 10 | $16,679 | |
Consulting (pension); Direct payment from the planCode 17 | 1 | $26,304 | |
Insurance brokerage commissions and feesCode 53 | 1 | $84,340 |
Competitor overlap
Percent of The Segal Co (Eastern States) 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 The Segal Co (Eastern States) Inc.
| Sponsor | From | Assets |
|---|---|---|
OLIN CORPORATIONMO · 131872319-032 | The Segal Group Inc. | $1.4B |
BOARD OF TRUSTEES, ANNUITY FUND OF LOCAL NO. ONE, I.A.T.S.E.NY · 133022965-002 | MassMutual Life Insurance Company | $1.2B |
BOARD OF TRUSTEES - STEAMFITTERS LOCAL 602 RETIREMENT SAVINGS PLANMD · 522187219-001 | Novak Francella LLC | $522M |
BOARD OF TRUSTEES OF THE STEAMSHIP TRADE ASSOCIATION OF BALTIMORE, INCMD · 522035147-001 | JENNIFER WALTER | $120M |
Plans lost in 2024
Appeared last year under The Segal Co (Eastern States) Inc; not this year.
| Sponsor | To | Assets |
|---|---|---|
UNITED BROTHERHOOD OF CARPENTERS PENSION FUNDNV · 526075035-002 | Dodge & Cox | $979M |
RI LABORERS PENSION FUND BOARD OF TRUSTEESRI · 516095806-001 | Solxsys Administrative Solutions | $341M |
BD OF TRUST UPSTATE NEW YORK ENGINEERS PENSION FUNDNY · 150614642-001 | SEI Investments | $323M |
TRUSTEES - IRON WORKERS MID-SOUTH PENSION FUNDTX · 726032179-001 | Amalgamated Bank | $142M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES OF NYCDCC PENSION FUNDNY · 510174276-001 | $5.4B | 30,149 | $40,164 | 9y | - |
BOT OF THE NORTH ATLANTIC STATES CARPENTERS PENSION FUNDMA · 516040899-001 | $5.1B | 45,727 | $590,032 | 6y | - |
BOT OF THE NORTH ATLANTIC STATES CARPENTERS GUARANTEED ANNUITY FUNDMA · 042776873-001 | $3.8B | 23,724 | $167,690 | 6y | - |
BOARD OF TRUSTEES OF THE NYDCC ANNUITY FDNY · 510174279-001 | $3.7B | 38,355 | $8,195 | 9y | - |
PACE INDUSTRY UNION-MANAGEMENT PENSION FUNDTN · 116166763-001 | $2.8B | 60,684 | $890,107 | 10y | - |
BOARD OF TRUSTEES OF MASSACHUSETTS LABORERS' PENSION FUNDMA · 046128298-001 | $2.5B | 22,433 | $344,710 | 7y | - |
BOARD OF TRUSTEES OF THE EQUITY-LEAGUE PENSION TRUST FUNDNY · 136696817-001 | $2.4B | 48,302 | $281,842 | 8y | - |
BD OF TRUSTEES LOC. 804 & LOC. 447 MULTI-EMPLOYER RET. PLANGA · 516117726-001 | $2.4B | 12,427 | $155,272 | 10y | - |
BD. OF TRUSTEES OF MASS. LABORERS ANNUITY FUNDMA · 046553616-001 | $2.3B | 31,668 | $119,486 | 6y | - |
BD OF TRUSTEES, UPS LOCAL 177, IBT MULTI EMPLOYER RETIREMENT PLANGA · 131426500-419 | $2.0B | 9,288 | $226,851 | 6y | - |
Flag exposure
96.7%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 (42)
Raw Schedule C names collapsed into The Segal Co (Eastern States) Inc.
- HUNTER AND ASSOCAITES
- HUNTER BENEFIT CONSULTING GROUP, IN
- HUNTER BENEFITS CONSULATING GROUP
- HUNTER CAPITAL ADVISORS
- HUNTER CAPITAL ADVISORS INC
- HUNTER CAPITAL ADVISORS INC.
- HUNTER CAPITAL ADVISORS, INC.
- HUNTER CAPITAL INVESTORS
- HUNTER FAN COMPANY
- HUNTER GROUP
- HUNTER GROUP CPA LLC
- HUNTER HNTER & HUNT LLP
- HUNTER HUNTER & HUNT LLP
- HUNTER, JOYCE
- SEGAL COMPANY (EASTERN STATES)
- SEGAL COMPANY (EASTERN STATES), INC
- SEGAL COMPANY (EASTERN STATES),INC
- THE SEGAL (EASTERN STATES) INC
- THE SEGAL CO (EASTERN STATES) INC
- THE SEGAL CO (EASTERN STATES) INC.
- THE SEGAL CO (EASTERN STATES), INC
- THE SEGAL CO (EASTERN STATES), INC.
- THE SEGAL CO EASTERN STATES, INC
- THE SEGAL CO. (EASTERN STATES) INC.
- THE SEGAL CO. (EASTERN STATES), INC
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 The Segal Co (Eastern States) 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 | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 2 | 3.28% | 1.71% | +1.57 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 | 1 | 1.64% | 0.00% | +1.64 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with The Segal Co (Eastern States) Inc. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Frequent partners by role
Who else shows up on The Segal Co (Eastern States) Inc'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 |
|---|---|---|
| Proskauer Rose LLP | 20 | 32.8% |
| Spivak Lipton LLP | 6 | 9.8% |
| Colleran O'Hara & Mills LLP | 5 | 8.2% |
| Barnes, Iaccarino & Sheperd LLP | 4 | 6.6% |
| Cohen Weiss & Simon LLP | 4 | 6.6% |
| O'Reilly Grosso Gross & Jones PC | 4 | 6.6% |
| Susanin Widman & Brennan PC | 4 | 6.6% |
| Blitman & King LLP | 3 | 4.9% |
| Kauff McGuire & Margolis LLP | 3 | 4.9% |
| Kroll Heineman Ptasiewicz & Parsons | 3 | 4.9% |
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).