Filings through .
SS&C
Matched across 2 name variants in the filings
SS&C summary
SS&C appears on 51 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $14.7B in assets for 98,339 participants. The median client plan holds $27.6M. Most client plans are sponsored in FL, MD and TN. The largest clients by plan assets are California Physicians Service, Dba Blue Shield of CA, Blue Cross and Blue Shield of Florida, Inc. and Blue Cross and Blue Shield of South Carolina. Plans reported $190K in direct and indirect compensation paid to SS&C. The median is $600 per plan.
- Participants
- 98,339
- Median plan assets
- $27.6M
- Median plan participants
- 449
- Median fees per plan
- $600
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
- CAParticipants 10,888
- FLParticipants 9,651
- SCParticipants 16,153
- ORParticipants 6,488
- TNParticipants 8,058
- NYParticipants 5,297
- NYParticipants 5,388
- LAParticipants 3,914
- ILParticipants 1,855
- Capital Blue Cross$536MPAParticipants 2,738
- KSParticipants 2,355
- MOParticipants 1,777
- IDParticipants 1,678
- FLParticipants 3,064
- ARParticipants 826
- MSParticipants 721
- VTParticipants 553
- MDParticipants 210
- WYParticipants 370
- Reid Middleton, Inc.$41.6MWAParticipants 134
- TNParticipants 745
- TXParticipants 961
- ILParticipants 264
- TXParticipants 907
- INParticipants 261
Top client states
- FL4 plans
- MD4 plans
- TN4 plans
- IL3 plans
- NJ3 plans
Frequently asked questions
- Who uses SS&C?
- 51 retirement plans list SS&C as a service provider on Schedule C of Form 5500. The largest clients by plan assets include California Physicians Service, Dba Blue Shield of CA, Blue Cross and Blue Shield of Florida, Inc., Blue Cross and Blue Shield of South Carolina, Cambia Health Solutions, Inc. and Blue Cross Blue Shield of Tennessee. Most client plans are sponsored in FL, MD and TN.
- How many plans does SS&C serve?
- SS&C serves 51 retirement plans with $14.7B in plan assets and 98,339 participants, based on the latest Form 5500 filings through 2024.
- What does SS&C charge?
- Plans reported $190K in total Schedule C compensation paid to SS&C. The median plan paid $600. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served51Rank #907 of mapped providers
Assets under administration$14.7B0.0%Rank #1108 by share of filed assets
Fees received$190,126Median $600/planSum across Schedule C direct + indirect
Net wins YoY+1717 won - 0 lostPlan-level switch detection
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