THE UNION LABOR LIFE INSURANCE COMPANY
recordkeeper47 known aliases resolved via the canonical alias map
Market position · 2024
Plans served84-8 YoYRank #221 of mapped providers
Assets under administration$129.6B0.1%Market share · rank #106
Fees received$15MMedian $44,725/planSum across Schedule C direct + indirect
Net wins YoY-210 won · 12 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 UNION LABOR LIFE INSURANCE COMPANY plan look like?
Service mix · median fees per plan
Count of plans where THE UNION LABOR LIFE INSURANCE COMPANY ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Investment management; Investment management fees paid directly by planCode 28 | 77 | $43,762 | |
Insurance services; Direct payment from the planCode 23 | 2 | $49,724 | |
Other servicesCode 49 | 2 | $34,747 | |
Other fees; Investment management fees paid directly by planCode 51 | 2 | $585,336 | |
Direct payment from the plan; Investment advisory (participants)Code 26 | 1 | $68,563 |
Competitor overlap
Percent of THE UNION LABOR LIFE INSURANCE COMPANY'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 UNION LABOR LIFE INSURANCE COMPANY.
| Sponsor | From | Assets |
|---|---|---|
UNITED AIRLINES, INC.IL · 742099724-202 | Brinker Capital Holdings, Inc. | $16.8B |
TRUCKING EMPLOYEES OF NORTH JERSEY PENSION FUNDNJ · 226063702-001 | Morgan Stanley | $736M |
BOARD OF TRUSTEES OF IRON WORKERS ST. LOUIS DISTRICT COUNCIL PENSIONMO · 436052659-001 | JPMorgan Chase | $644M |
HAWAII SHEET METAL WORKERS PENSION FUNDHI · 996009479-001 | Lotsoff | $289M |
BOARD OF TRUSTEES CENTRAL ILLINOIS CARPENTERS RETIREMENT SAVINGS FUNDIL · 371234126-001 | CICH & WTF | $230M |
OPERATIVE PLASTERERS & CEMENT MASONS OFF & EMP PENSION FUND TRSTEMD · 526135348-002 | JOHNSTON ASSET MANAGEMENT | $109M |
JOINT BOARD OF TRUSTEES OF BAC LOCAL 23 NORTH SHORE CHAPTEROH · 621523674-001 | Bodine Perry PLLC | $106M |
INTERNATIONAL ASSOCIATION OF FIREFIGHTERSDC · 530088290-002 | Investment Performance Services LLC | $102M |
INTERNATIONAL ASSOCIATION OF FIREFIGHTERSDC · 530088290-001 | Washington Capital Management | $48M |
Plans lost in 2024
Appeared last year under THE UNION LABOR LIFE INSURANCE COMPANY; not this year.
| Sponsor | To | Assets |
|---|---|---|
CARPENTERS PENSION TRUST FUND TRUST FUND FOR NORTHERN CALIFORNIACA · 946050970-001 | Camden Asset Management | $5.3B |
BOARD OF DIRECTORS OF PENTEGRA DEFINED BENEFIT PLANNY · 135645888-333 | JPMorgan Chase | $3.6B |
UMWA 1974 PENSION TRUST BOARD OF TRUSTEESDC · 521050282-002 | PineBridge Investments | $3.1B |
CARPENTERS ANNUITY TRUST FUND FOR NORTHERN CALIFORNIACA · 946534591-001 | Camden Asset Management | $3.0B |
BOARD OF TRUSTEES LOCAL 580 ANNUITY FUNDNY · 136178512-001 | INSIGHT NORTH AMERICA | $703M |
BOARD OF TRUSTEES, INTERNATIONAL ASSOCIATION PENSION PLANIL · 526128563-002 | Fiducient Advisors | $383M |
THE BOARD OF TRUSTEES OF THE UNION INDIVIDUAL ACCOUNT RETIREMENT FUNDWI · 391318667-002 | Milliman | $280M |
BLUE CROSS & BLUE SHIELD OF MINNESOTAMN · 410984460-001 | RSM US | $221M |
BOARD OF TRUSTEES OF SOUTHWESTERN ILLINOIS LABORERS ANNUITY FUNDIL · 371221230-001 | (new plan) | $77M |
DRN ENTERPRISES, INC. DBA ARROW LIFT ACCESSIBILITYMN · 411924876-001 | John Hancock | $6M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUNDMD · 530181657-001 | $20.4B | 693,723 | $2M | 9y | - |
UNITED AIRLINES, INC.IL · 742099724-202 | $16.8B | 20,168 | $68,563 | 1y | 1 |
BD OF TRUSTEES SHEET METAL WORKERS' NATIONAL PENSION FUNDVA · 526112463-001 | $8.9B | 152,375 | $1M | 8y | - |
BOARD OF TRUSTEES BOILERMAKER-BLACKSMITH NATIONALMO · 486168020-001 | $7.5B | 80,280 | $3M | 10y | - |
BOARD OF TRUSTEES OF NYCDCC PENSION FUNDNY · 510174276-001 | $5.4B | 30,149 | $0 | 10y | - |
BD OF TRUSTEES, CHICAGO & VICINITY LABORERS' DISTR. COUNCIL PENS FUNDIL · 362514514-002 | $5.2B | 30,331 | $460,983 | 10y | - |
INTL PAINTERS & ALLIED TRADES IND. PENSION FUND- BOARD OF TRUSTEESMD · 526073909-001 | $4.5B | 95,494 | $233,873 | 4y | - |
BOARD OF TRUSTEES,CONSTRUCTION LABORERS PENSION TRUST FOR SOUTHERN CALCA · 436159056-001 | $3.7B | 42,443 | $897,880 | 10y | - |
BOARD OF TRUSTEES, WESTERN UNITE HERE AND EMPLOYERSCA · 934160766-001 | $3.7B | 154,012 | $235,872 | 1y | - |
BOARD OF TRUSTEES, LOCALS 302 & 612 OF THE IUOE -WA · 916028571-001 | $3.3B | 19,582 | $1M | 10y | - |
Flag exposure
96.4%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 (47)
Raw Schedule C names collapsed into THE UNION LABOR LIFE INSURANCE COMPANY.
- JP MORHAN CHASE AND CO.
- JP MORTAN
- JP SCHLACHTER/SMS RETIREMENT
- JPG PLUMBING SERVICES, INC
- JPH ADVISORY GROUP INC
- JPHN HANCOCK
- JPL WEALTH MANAGEMENT LLC
- JPM
- JPM CASH FLOW MATCH
- JPM CHASE
- JPM CHASE BANK
- JPM DIVRSD RL RT R5
- JPM GLOBAL EMERGING
- JPM GLOBAL EMERGING MARKETS
- JPM INSTITUTIONAL INVEST, INC
- JPM INSTITUTIONAL INVEST, INC.
- JPM INSTITUTIONAL INVESTMENTS INC
- JPM INSTITUTIONAL, INC.
- THE UNION LABOR LIFE INS COMPANY
- THE UNION LABOR LIFE INS. CO.
- THE UNION LABOR LIFE INS. COMPANY
- THE UNION LABOR LIFE INSURANCE
- THE UNION LABOR LIFE INSURANCE CCO
- THE UNION LABOR LIFE INSURANCE CO
- THE UNION LABOR LIFE INSURANCE CO.
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 UNION LABOR LIFE INSURANCE COMPANY'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 | 1 | 1.19% | 26.94% | -25.75 pp |
| Late contributions | 1 | 1.19% | 1.71% | -0.52 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 1.19% | 1.76% | -0.57 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 THE UNION LABOR LIFE INSURANCE COMPANY. 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 UNION LABOR LIFE INSURANCE COMPANY'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 | 23 | 27.4% |
| ULLICO Inc | 22 | 26.2% |
| LSV Asset Management | 17 | 20.2% |
| Segal Marco Advisors | 16 | 19.1% |
| Loomis Sayles | 14 | 16.7% |
| Marquette Associates | 14 | 16.7% |
| Inter-Continental Real Estate Corp | 13 | 15.5% |
| The Segal Co (Eastern States) Inc | 12 | 14.3% |
| ASB Capital Management | 11 | 13.1% |
| Boyd Watterson Asset Management LLC | 10 | 11.9% |
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).