UNITED ACTUARIAL SERVICES
other36 known aliases resolved via the canonical alias map
Market position · 2024
Plans served182-10 YoYRank #118 of mapped providers
Assets under administration$248.9B0.3%Market share · rank #45
Fees received$50MMedian $53,669/planSum across Schedule C direct + indirect
Net wins YoY-817 won · 25 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 UNITED ACTUARIAL SERVICES plan look like?
Service mix · median fees per plan
Count of plans where UNITED ACTUARIAL SERVICES ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Investment management; Actuarial; Investment management fees paid directly by plan; Float revenueCode 11 | 85 | $42,043 | |
Trustee (discretionary); Investment management; Direct payment from the plan; Soft dollars commissions; Investment management fees paid directly by plan; Investment advisory (plan)Code 24 | 34 | $137,031 | |
Trustee (bank, trust company, or similar financial institution); Other feesCode 21 | 23 | $113,155 | |
Soft dollars commissions; Investment management; Direct payment from the planCode 28 | 14 | $73,420 | |
Trustee (bank, trust company, or similar financial institution); Float revenue; Custodial (securities); Direct payment from the plan; Trustee (directed)Code 19 | 7 | $220,257 | |
Soft dollars commissions; Investment management fees paid directly by plan; Investment advisory (plan); Direct payment from the plan; Investment managementCode 27 | 7 | $37,773 | |
Plan Administrator; Direct payment from the planCode 14 | 2 | $3,342,286 | |
Investment management; Custodial (other than securities)Code 18 | 2 | $107,765 |
Competitor overlap
Percent of UNITED ACTUARIAL 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 UNITED ACTUARIAL SERVICES.
| Sponsor | From | Assets |
|---|---|---|
JOINT BOARD OF TRUSTEES WESTERN STATES CARPENTERS PENSION PLANCA · 956042875-001 | Turner, Stoeve & Gagliardi, P.S. | $11.3B |
VALERO ENERGY CORPORATIONTX · 741828067-005 | Cooke & Bieler | $2.6B |
PACIFICORPOR · 930246090-009 | Advised Assets Group, LLC | $1.8B |
BOARD OF TRUSTEES, EIGHTH DISTRICT ELECTRICAL PENSIONNV · 846100393-001 | ULLICO Inc | $1.2B |
MISSION SUPPORT AND TEST SERVICES LLCNV · 810705502-001 | Barrow Hanley Global Advisors | $534M |
PIPEFITTERS LOCAL NO 636 DEFINED BENEFIT PENSION FUNDMI · 383009873-001 | BNY Mellon | $489M |
UNITED ASSOCIATED PENSION FUND LOCAL 13NY · 160778864-001 | Manning & Napier | $373M |
PLUMBERS LOCAL 98 DEFINED BENEFIT PENSION FUNDMI · 383031916-001 | Benesys, Inc. | $296M |
UST LLCVA · 061193986-003 | WTW | $160M |
BOARD OF TRUSTEES BAC LOCAL 15 PENSION FUNDMO · 436102453-002 | Loomis Sayles | $61M |
Plans lost in 2024
Appeared last year under UNITED ACTUARIAL SERVICES; not this year.
| Sponsor | To | Assets |
|---|---|---|
PACIFIC GAS AND ELECTRIC COMPANYCA · 940742640-001 | BerganKDV | $18.0B |
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANYIL · 370533100-002 | Vanguard | $16.9B |
NOKIA OF AMERICA CORPORATIONNJ · 223408857-003 | JPMorgan Chase | $9.1B |
CHARTER COMMUNICATIONS, INC.NC · 841496755-001 | State Street | $2.6B |
BOARD OF TRUSTEES OF NATIONAL INTEGRATED GROUP PENSION PLANPA · 226190618-001 | Empower | $1.6B |
BOARD OF TRUSTEES MICHIGAN LABORERS' PENSION FUNDMI · 386233976-001 | Welfare & Pension Admin Service Inc. | $1.1B |
UNITED JEWISH APPEAL-FEDERATION OF JEWISH PHILANTHROPIES OF NYNY · 510172429-333 | Milliman | $506M |
BOARD OF TRUSTEES OHIO CARPENTERS' ANNUITY FUNDMI · 341778747-001 | John Hancock | $371M |
BD OF TRUST UPSTATE NEW YORK ENGINEERS PENSION FUNDNY · 150614642-001 | SEI Investments | $323M |
TRUSTEES OF IBEW LOCAL NO. 117 PENSION FUNDIL · 366474808-001 | Calibre CPA Group PLLC | $235M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
JPMORGAN CHASE BANK, NATIONAL ASSOCIATIONNJ · 134994650-002 | $52.9B | 300,272 | $1M | 10y | 2 |
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANYIL · 370533100-001 | $37.7B | 114,467 | $269,900 | 9y | 1 |
JPMORGAN CHASE BANK, NATIONAL ASSOCIATIONNJ · 134994650-001 | $16.1B | 202,919 | $5M | 9y | - |
JOINT BOARD OF TRUSTEES WESTERN STATES CARPENTERS PENSION PLANCA · 956042875-001 | $11.3B | 139,574 | $352,462 | 1y | - |
COX ENTERPRISES, INC.GA · 581035149-001 | $7.1B | 51,142 | $703,648 | 3y | - |
ALTRIA CLIENT SERVICES LLCVA · 472929146-006 | $6.4B | 25,614 | $1M | 10y | - |
AETNA INC.CT · 232229683-003 | $5.2B | 49,504 | $495,985 | 10y | - |
UNITED SERVICES AUTOMOBILE ASSOCIATIONTX · 740959140-001 | $4.6B | 49,301 | $1M | 5y | - |
TRUSTEES OF I.B. OF T. UNION LOCAL 710 PENSION FUNDIL · 362377656-001 | $4.5B | 21,566 | $173,643 | 8y | - |
SIEMENS ENERGY, INC.FL · 133987280-021 | $4.0B | 15,538 | $86,378 | 5y | - |
Flag exposure
91.2%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 (36)
Raw Schedule C names collapsed into UNITED ACTUARIAL SERVICES.
- JPMORGAN CHASE BANK
- JPMORGAN CHASE BANK N A
- JPMORGAN CHASE BANK N.A.
- JPMORGAN CHASE BANK NA
- JPMORGAN CHASE BANK NATI
- JPMORGAN CHASE BANK NATIONAL
- JPMORGAN CHASE BANK NATIONAL ASSOC
- JPMORGAN CHASE BANK NATIONAL ASSOCI
- JPMORGAN CHASE BANK, N. A.
- JPMORGAN CHASE BANK, N.A
- JPMORGAN CHASE BANK, N.A.
- JPMORGAN CHASE BANK, NA
- JPMORGAN CHASE BANK, NA REAL ESTATE
- JPMORGAN CHASE BANK, NATIONAL ASSOC
- JPMORGAN CHASE BANK,N.A
- JPMORGAN CHASE BANK,N.A.
- JPMORGAN CHASE BANK. N.A.
- UNITED ACTUARIAL
- UNITED ACTUARIAL SERERVICES
- UNITED ACTUARIAL SERVCICES
- UNITED ACTUARIAL SERVCIES
- UNITED ACTUARIAL SERVCIES, INC.
- UNITED ACTUARIAL SERVICE
- UNITED ACTUARIAL SERVICE INC
- UNITED ACTUARIAL SERVICES
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 UNITED ACTUARIAL 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 | 0.55% | 7.76% | -7.21 pp |
| Fidelity bond gap | 1 | 0.55% | 26.94% | -26.39 pp |
| Late contributions | 7 | 3.85% | 1.71% | +2.13 pp |
| Failed to provide benefit | 1 | 0.55% | 0.14% | +0.41 pp |
| Corrective distributions | 2 | 1.10% | 1.76% | -0.66 pp |
| Loss discovered | 1 | 0.55% | 0.00% | +0.55 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with UNITED ACTUARIAL 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 UNITED ACTUARIAL 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 |
|---|---|---|
| Mercer | 20 | 11.0% |
| ULLICO Inc | 18 | 9.9% |
| Loomis Sayles | 17 | 9.3% |
| Marquette Associates | 17 | 9.3% |
| WTW | 15 | 8.2% |
| Aon | 14 | 7.7% |
| PIMCO | 14 | 7.7% |
| ASB Capital Management | 13 | 7.1% |
| National Investment Services | 13 | 7.1% |
| Boyd Watterson Asset Management LLC | 12 | 6.6% |
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).