Segal Select Insurance Services
broker67 known aliases resolved via the canonical alias map
Market position · 2024
Plans served240+19 YoYRank #94 of mapped providers
Assets under administration$264.3B0.3%Market share · rank #44
Fees received$10MMedian $18,182/planSum across Schedule C direct + indirect
Net wins YoY+1336 won · 23 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 Segal Select Insurance Services plan look like?
Service mix · median fees per plan
Count of plans where Segal Select Insurance Services ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and feesCode 22 | 92 | $16,523 | |
Insurance brokerage commissions and feesCode 53 | 87 | $15,160 | |
Investment management fees paid directly by plan; Insurance brokerage commissions and fees; Insurance servicesCode 23 | 47 | $14,990 | |
Insurance brokerage commissions and fees; Direct payment from the planCode 50 | 4 | $31,009 | |
Consulting (pension); Insurance agents and brokers; Insurance brokerage commissions and feesCode 17 | 2 | $13,842 | |
Legal; Direct payment from the planCode 29 | 2 | $20,097 | |
Other insurance fees and expenses; Other commissionsCode 55 | 2 | $5,200 | |
Other feesCode 99 | 2 | $13,750 |
Competitor overlap
Percent of Segal Select Insurance Services'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 Segal Select Insurance Services.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUNDDC · 516031295-002 | Mittera Group | $15.0B |
JOINT BOARD OF TRUSTEES WESTERN STATES CARPENTERS PENSION PLANCA · 956042875-001 | Turner, Stoeve & Gagliardi, P.S. | $11.3B |
GREATER PENNSYLVANIA CARPENTERS' PENSION FUNDPA · 256135570-001 | Victory Capital | $1.7B |
BOARD OF TRUSTEES MICHIGAN LABORERS' PENSION FUNDMI · 386233976-001 | TIC International Corporation | $1.3B |
BOARD OF TRUSTEES,LABORERS PENSION TRUST FUND-DETROIT AND VICINITYMI · 516030973-001 | Union Service Agency | $828M |
BOARD OF TRUSTEES, MICHIGAN CARPENTERS' PENSION FUNDMI · 386233978-001 | Union Service Agency | $725M |
BAY AREA PAINTERS & TAPERS PENSION TRUSTCA · 946276501-001 | Sierra Investment Partners, Inc. | $700M |
GREATER PENNSYLVANIA CARPENTERS' ANNUITY AND SAVINGS FUNDPA · 256107170-001 | John Hancock | $592M |
BAY AREA PAINTERS & TAPERS ANNUITY FUNDCA · 946276501-002 | John Hancock | $544M |
SW OH REGIONAL COUNCIL OF CARPENTERSMI · 316127287-001 | Benesys, Inc. | $421M |
Plans lost in 2024
Appeared last year under Segal Select Insurance Services; not this year.
| Sponsor | To | Assets |
|---|---|---|
LABORERS DISTRICT COUNCIL OF W PA P PENSION FUND BOARD OF TRUSTEESPA · 256135576-001 | Blackstone Tactical Opportunities Fund | $883M |
BOARD OF TRUSTEES OF THE PAINTING INDUSTRY ANNUITY FUNDNY · 516049898-001 | VIDALIA BONILLA | $812M |
BOARD OF TRUSTEES, SOUTHWEST CARPENTERS ANNUITY FUNDCA · 880135694-002 | Empower | $708M |
NORTHWEST IRONWORKERS RETIREMENT PLAN BOARD OF TRUSTEESWA · 916123688-001 | Welfare & Pension Admin Service Inc. | $708M |
CONNECTICUT LABORERS' PENSION FUND BOARD OF TRUSTEESCT · 066044348-001 | EMPLOYEE L | $565M |
TRUSTEES OF THE SMART LOCAL 265 PENSION FUNDIL · 366168611-001 | Chevy Chase Trust Company | $527M |
IRONWORKERS DISTRICT COUNCIL OF THE PACI FIELD IRONWORKERS ANNUITY TRUWA · 911342114-002 | Marsh McLennan | $484M |
BOARD OF TRUSTEES-SMART LOCAL 265 SUPP RET SVGS PLANIL · 363911499-002 | DENISE BINGHAM | $302M |
CONNECTICUT LABORERS ANNUITY FUND BOARD OF TRUSTEESCT · 061175481-001 | Logos Pension Group Inc. | $245M |
BOARD OF TRUSTEES WEST MI PLUMBERS LOCAL UNION NO 174 PENSION PLANMI · 381796240-001 | Angelo Gordon | $220M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERSDC · 366052390-001 | $27.4B | 233,478 | $467,284 | 7y | - |
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUNDDC · 516031295-002 | $15.0B | 311,750 | $368,927 | 4y | - |
NATIONAL ELEVATOR INDUSTRY PENSION PLAN PLAN BOARD OF TRUSTEESPA · 232694291-001 | $12.2B | 54,107 | $875,931 | 4y | 1 |
JOINT BOARD OF TRUSTEES WESTERN STATES CARPENTERS PENSION PLANCA · 956042875-001 | $11.3B | 139,574 | $205,623 | 1y | - |
TRUSTEES OF UFCW INT'L UNION - INDUSTRY PENSION FUNDIL · 516055922-001 | $8.2B | 204,155 | $98,067 | 8y | - |
B/O/T UNITED ASSOCIATION NATIONAL PENSION FUNDVA · 526152779-001 | $7.7B | 196,837 | $780,289 | 7y | - |
BOARD OF TRUSTEES BOILERMAKER-BLACKSMITH NATIONALMO · 486168020-001 | $7.5B | 80,280 | $162,810 | 10y | - |
BD OF TRUSTEES OF THE ELEV CONSTU ANNUITY AND 401K RET PLANPA · 522125995-001 | $7.3B | 37,105 | $53,444 | 10y | 1 |
CARPENTERS PENSION TRUST FUND FOR NORTHERN CALIFORNIACA · 946050970-001 | $6.0B | 50,363 | $58,993 | 9y | - |
BOARD OF TRUSTEES EASTERN ATLANTIC STATES CARPENTERS PENSION FUNDPA · 231613018-001 | $5.0B | 39,234 | $271,453 | 2y | - |
Flag exposure
89.2%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 (67)
Raw Schedule C names collapsed into Segal Select Insurance Services.
- HUNTSMAN ARCHITECTURAL GROUP
- HUNTSMAN GAY CAPITAL PARTNERS
- HUNTSMAN GAY CAPITAL PARTNERS FD LP
- HUNTSMAN GAY CAPITAL PARTNERS FDLP
- HURLEY, TOEV, STYLES HAMBLIN&PANTER
- HURLEY, TOEVS, STYLES, HAMBLIN & PA
- HURLEY,TOEV,STYLES,HAMBLIN&PANTER
- HURLEY,TOEVS,STYLES,HAMBLIN & PANTE
- HURON CONSULTING GROUP
- HURRICANCE GRAPHICS, INC,
- HURST COMPANY
- HUSCH BLACKWELL SANDERS
- HUSELTON MORGAN
- HUSELTON, MORGAN & MAULT
- SEGAL INSURANCE
- SEGAL INSURANCE SERVICES INC
- SEGAL SEGAL INSURANCE SERVICES
- SEGAL SELCT INSURANCE SERVICES
- SEGAL SELECT
- SEGAL SELECT INS SERVICES, INC
- SEGAL SELECT INS SERVICES, INC.
- SEGAL SELECT INS SVCS INC
- SEGAL SELECT INS. SERVICES
- SEGAL SELECT INS. SERVICES, INC.
- SEGAL SELECT INS. SVCS
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 Segal Select Insurance Services'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 | 1 | 0.42% | 7.76% | -7.35 pp |
| Fidelity bond gap | 1 | 0.42% | 26.94% | -26.52 pp |
| Late contributions | 17 | 7.08% | 1.71% | +5.37 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 4 | 1.67% | 1.76% | -0.09 pp |
| Loss discovered | 2 | 0.83% | 0.00% | +0.83 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Segal Select Insurance Services. Compare to the incumbent market share (0.3%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.3 pp vs incumbent
Frequent partners by role
Who else shows up on Segal Select Insurance Services'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 |
|---|---|---|
| The Segal Company | 73 | 30.4% |
| Segal Marco Advisors | 49 | 20.4% |
| Loomis Sayles | 35 | 14.6% |
| The Segal Co (Eastern States) Inc | 28 | 11.7% |
| ULLICO Inc | 26 | 10.8% |
| LSV Asset Management | 22 | 9.2% |
| National Investment Services | 22 | 9.2% |
| Washington Capital Management | 20 | 8.3% |
| Marquette Associates | 19 | 7.9% |
| ASB Capital Management | 18 | 7.5% |
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).