TELUS HEALTH
other6 known aliases resolved via the canonical alias map
Market position · 2024
Plans served61+11 YoYRank #326 of mapped providers
Assets under administration$105.9B0.1%Market share · rank #127
Fees received$25MMedian $210,076/planSum across Schedule C direct + indirect
Net wins YoY+1116 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 TELUS HEALTH plan look like?
Service mix · median fees per plan
Count of plans where TELUS HEALTH ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Recordkeeping fees; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 30 | $252,975 | |
Recordkeeping fees; Direct payment from the plan; Plan AdministratorCode 14 | 12 | $285,104 | |
Direct payment from the plan; Recordkeeping fees; Contract AdministratorCode 13 | 7 | $263,975 | |
Consulting fees; Consulting (general)Code 16 | 5 | $107,067 | |
Other services; Direct payment from the planCode 49 | 3 | $58,584 | |
Participant communication; Direct payment from the planCode 38 | 2 | $335,497 | |
Actuarial; Direct payment from the planCode 11 | 1 | $93,540 | |
Account maintenance feesCode 65 | 1 | $61,503 |
Competitor overlap
Percent of TELUS HEALTH'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 TELUS HEALTH.
| Sponsor | From | Assets |
|---|---|---|
AUTOMATIC DATA PROCESSING, INC.NJ · 221467904-002 | LifeWorks | $7.3B |
AMERICAN ELECTRIC POWER SERVICE CORPORATIONOH · 134922641-002 | LifeWorks | $5.2B |
MARSH & MCLENNAN COMPANIES, INC.NY · 362668272-001 | LifeWorks | $4.2B |
ROBERT BOSCH LLCMI · 362903176-001 | (new plan) | $1.6B |
BOY SCOUTS OF AMERICATX · 221576300-001 | JPMorgan Chase | $1.4B |
KINDER MORGAN, INC.TX · 800682103-004 | LifeWorks | $1.2B |
PARAMOUNT GLOBALNY · 042949533-205 | Milliman | $531M |
KINDER MORGAN, INC.TX · 800682103-005 | LifeWorks | $518M |
CORE NATURAL RESOURCES, INC.PA · 821954058-001 | LifeWorks | $511M |
PHILIPS NORTH AMERICA LLCMA · 133429115-007 | LifeWorks | $477M |
Plans lost in 2024
Appeared last year under TELUS HEALTH; not this year.
| Sponsor | To | Assets |
|---|---|---|
AMERICAN AIRLINES, INC. - RETIREMENTTX · 131502798-006 | Metzler Locricchio Serra & Co PC | $4.3B |
AMERICAN AIRLINES, INC. - RETIREMENTTX · 131502798-002 | Ascensus | $2.9B |
AMERICAN AIRLINES, INC. - RETIREMENTTX · 131502798-001 | Metzler Locricchio Serra & Co PC | $2.7B |
AMERICAN AIRLINES, INC. - RETIREMENTTX · 131502798-008 | Metzler Locricchio Serra & Co PC | $2.6B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACEOH · 140689340-333 | $19.0B | 118,868 | $48,670 | 1y | - |
CONSOLIDATED EDISON COMPANY OF NEW YORK, INC.NY · 135009340-001 | $15.6B | 26,696 | $28,134 | 3y | - |
ROPCOR, INC.NY · 611399608-001 | $8.9B | 51,368 | $20,597 | 1y | - |
THE PERMANENTE MEDICAL GROUP, INC.CA · 942728480-040 | $7.9B | 25,845 | $133,185 | 3y | - |
AUTOMATIC DATA PROCESSING, INC.NJ · 221467904-002 | $7.3B | 46,258 | $14,000 | 1y | 1 |
AMERICAN ELECTRIC POWER SERVICE CORPORATIONOH · 134922641-002 | $5.2B | 21,396 | $10,890 | 1y | - |
MARSH & MCLENNAN COMPANIES, INC.NY · 362668272-001 | $4.2B | 35,450 | $2M | 1y | - |
AMERICAN ELECTRIC POWER SERVICE CORPORATIONOH · 134922641-001 | $4.1B | 32,548 | $1M | 2y | - |
CHUBB INA HOLDINGS INC.PA · 132595722-003 | $3.7B | 13,753 | $731,893 | 2y | - |
AMERICAN INTERNATIONAL GROUP, INC.NY · 132592361-002 | $3.1B | 39,221 | $2M | 3y | - |
Flag exposure
95.1%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 (6)
Raw Schedule C names collapsed into TELUS HEALTH.
- TELLUS HEALTH
- TELUS
- TELUS HEALTH
- TELUS HEALTH (US) LTD
- TELUS HEALTH (US) LTD.
- TELUS HEALTH US LTD
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 TELUS HEALTH'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 | 1.64% | 1.71% | -0.07 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 | 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 TELUS HEALTH. 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 TELUS HEALTH'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 |
|---|---|---|
| Mercer | 32 | 52.5% |
| WTW | 23 | 37.7% |
| Aon | 10 | 16.4% |
| PIMCO | 7 | 11.5% |
| NISA Investment Advisors | 6 | 9.8% |
| Wellington Company LLP | 6 | 9.8% |
| Legal & General Investment Management America | 5 | 8.2% |
| Loomis Sayles | 5 | 8.2% |
| Callan Associates Inc. | 4 | 6.6% |
| Income Research & Management | 4 | 6.6% |