Sentinel Benefit Group, Inc.
advisor43 known aliases resolved via the canonical alias map
Market position · 2024
Plans served225+22 YoYRank #97 of mapped providers
Assets under administration$10.6B0.0%Market share · rank #1155
Fees received$10MMedian $24,592/planSum across Schedule C direct + indirect
Net wins YoY+2542 won · 17 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 Sentinel Benefit Group, Inc. plan look like?
Service mix · median fees per plan
Count of plans where Sentinel Benefit Group, Inc. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Trustee (bank, trust company, or similar financial institution); Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Participant communication; Consulting (general); Participant loan processingCode 15 | 206 | $25,687 | |
Direct payment from the plan; Actuarial; Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (pension)Code 11 | 7 | $27,835 | |
Other fees; Contract Administrator; Direct payment from the planCode 13 | 6 | $25,840 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Plan AdministratorCode 14 | 2 | $25,991 | |
Investment advisory (plan); Investment management fees paid directly by planCode 27 | 2 | $8,814 | |
Consulting fees; Consulting (pension)Code 17 | 1 | $9,769 | |
Direct payment from the plan; Other feesCode 50 | 1 | $7,835 |
Competitor overlap
Percent of Sentinel Benefit Group, 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 Sentinel Benefit Group, Inc..
| Sponsor | From | Assets |
|---|---|---|
SENTINEL BENEFITS GROUP, INC.MA · 043015875-001 | Mazars USA LLP | $69M |
HAUG PARTNERS LLPNY · 133963911-001 | Voya | $55M |
WS ASSET MANAGEMENT, INC.MA · 042745768-001 | Voya | $54M |
MAINE CENTER FOR CANCER MEDICINE & BLOOD DISORDERS, P.A. D/BME · 010357684-001 | Marcum LLP | $42M |
AMERCAREROYAL, LLCPA · 231540260-002 | JPMorgan Chase | $29M |
FXCOLLABORATIVE ARCHITECTS LLPNY · 262093610-001 | USI Advisors Inc. | $27M |
ISLAND FEDERAL CREDIT UNIONNY · 111814791-003 | (new plan) | $21M |
PURPLE STRATEGIES, LLCVA · 264383277-001 | Mid-Atlantic Capital Corporation | $20M |
HOWARD TERNES PACKAGING COMPANYMI · 592736671-001 | Empower | $18M |
PLUMB HOUSE, INC.MA · 042535487-001 | Sentinel Pension Advisors | $17M |
Plans lost in 2024
Appeared last year under Sentinel Benefit Group, Inc.; not this year.
| Sponsor | To | Assets |
|---|---|---|
CURTIS, MALLET-PREVOST, COLT & MOSLE LLPNY · 135018900-002 | (new plan) | $110M |
GELFAND, RENNERT & FELDMAN, LLCCA · 815179315-001 | (new plan) | $78M |
CLEVER DEVICES LTD.NY · 112908781-001 | Global Retirement Partners LLC | $61M |
WILSON LANGUAGE TRAINING CORPORATIONMA · 043203255-001 | John Hancock | $52M |
JAYNES COMPANIESNM · 850172050-001 | BOK Financial | $33M |
NEW MEXICO ORTHOPAEDIC ASSOCIATES, P.C.NM · 850291612-001 | Ascensus | $27M |
SERVICE FIRST INSURANCE GROUP, LLCFL · 593678069-001 | Empower | $26M |
EMPIRE OFFICE, INC.NY · 131945763-002 | Mutual of America | $26M |
GA BUSINESS PURCHASER, LLC DBA GUARDIAN ALARMMI · 814849018-001 | Creative Planning | $20M |
ALTMAN, GREENFIELD & SELVAGGI PARTNERS, LLCNY · 832715493-001 | (new plan) | $16M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES, INTERNATIONAL BROTHERHOOD OFOR · 936074829-001 | $2.5B | 32,974 | $7,835 | 8y | - |
ONEONCOLOGY, LLCTN · 823416811-001 | $585M | 9,556 | $820,790 | 5y | 1 |
TRUSTEES ELECTRICAL WORKERS LOCAL NO.292 PENSION PLANMN · 416035616-001 | $447M | 5,243 | $380,247 | 3y | - |
IBEW LOCAL UNION NO. 124 PENSION TRUST FUNDMO · 430817626-001 | $353M | 4,149 | $207,908 | 9y | - |
BOARD OF TRUSTEES IBEW LOCAL 1049NY · 113051862-001 | $349M | 3,681 | $172,751 | 9y | 1 |
THE COLONY GROUP, LLCMA · 900751149-001 | $269M | 638 | $18,148 | 5y | - |
EASTERN RESEARCH GROUP, INC.MA · 042807100-001 | $218M | 991 | $124,433 | 10y | - |
NEMAK USA, INC.MI · 621298183-001 | $189M | 2,767 | $505,854 | 5y | - |
BOWMAN CONSULTING GROUP, LTD.VA · 541762351-001 | $165M | 2,635 | $214,818 | 10y | 1 |
EASTMAN CREDIT UNIONTN · 626039479-002 | $146M | 1,218 | $32,585 | 10y | 1 |
Flag exposure
86.2%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 (43)
Raw Schedule C names collapsed into Sentinel Benefit Group, Inc..
- IBBOTSON ASSOCIATES
- IBBOTSON ASSOCIATES INC
- IBBOTSON ASSOCIATES INC.
- IBBOTSON ASSOCIATES, INC
- IBBOTSON ASSOCIATES, INC.
- IBBOTSON ASSOCIATESM INC.
- IBDO
- IBERDROLA USA MGMT
- IBERDROLA USA MGMT CORP
- IBERIA BANK
- IBEW BENEFIT CENTER
- IBEW LOCAL 1049 HEALTH & WELFARE FD
- IBEW LOCAL 129 BENEFIT FUNDS
- IBEW LOCAL 129 FRINGE BENEFIT FUNDS
- IBEW LOCAL 150
- IBEW LOCAL 234 H&W PLAN
- IBEW LOCAL 237 HEALTH & WELFARE FUN
- IBEW LOCAL 246 FRINGE BENEFIT FUNDS
- IBEW LOCAL 292 HEALTH CARE PLAN
- IBEW LOCAL 300 BUSINESS OFFICE
- SENTINAL BENEFITS GROUP, INC.
- SENTINEL BEMEFITS GROUP, INC.
- SENTINEL BENEFIS GROUP, INC.
- SENTINEL BENEFIT GROUP
- SENTINEL BENEFIT GROUP, 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 Sentinel Benefit Group, 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 | 7 | 3.11% | 7.76% | -4.65 pp |
| Fidelity bond gap | 8 | 3.56% | 26.94% | -23.39 pp |
| Late contributions | 59 | 26.22% | 1.71% | +24.51 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 30 | 13.33% | 1.76% | +11.57 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 Sentinel Benefit Group, Inc.. 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 Sentinel Benefit Group, 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 |
|---|---|---|
| Blitman & King LLP | 2 | 0.9% |
| Arnold Newbold Sollars & Hollins PC | 1 | 0.4% |
| Barlow & Coughran, P.S. | 1 | 0.4% |
| Brownstein Rask | 1 | 0.4% |
| EPSTEIN BECKER & GREEN | 1 | 0.4% |
| Gould Kobrick & Schlapp PC | 1 | 0.4% |
| Holm & O'Hara LLP | 1 | 0.4% |
| Shumaker Loop & Kendrick LLP | 1 | 0.4% |
| Steptoe & Johnson | 1 | 0.4% |
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).