Variable Annuity Life Insurance Company
recordkeeper57 known aliases resolved via the canonical alias map
Market position · 2024
Plans served134-15 YoYRank #160 of mapped providers
Assets under administration$24.3B0.0%Market share · rank #587
Fees received$2MMedian $5,050/planSum across Schedule C direct + indirect
Net wins YoY-1211 won · 23 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 Variable Annuity Life Insurance Company plan look like?
Service mix · median fees per plan
Count of plans where Variable Annuity Life Insurance Company ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Shareholder servicing fees; Investment advisory (participants); Other services; Distribution (12b-1) fees; Securities brokerage; Custodial (securities); Sub-transfer agency fees; Recordkeeping fees; Other fees; Legal; Direct payment from the plan; Participant loan processing; Insurance mortality and expense charge; Other investment fees and expenses; Investment management; Investment management fees paid indirectly by planCode 19 | 90 | $4,883 | |
Recordkeeping fees; Legal; Investment management; Investment management fees paid indirectly by plan; Other investment fees and expenses; Participant loan processing; Investment advisory (participants)Code 26 | 14 | $3,500 | |
Direct payment from the plan; Other insurance fees and expenses; Contract AdministratorCode 13 | 6 | $3,047 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Investment advisory (participants); Other investment fees and expenses; Direct payment from the planCode 15 | 6 | $7,754 | |
Recordkeeping feesCode 64 | 5 | $3,633 | |
Insurance services; Direct payment from the plan; Insurance agents and brokersCode 22 | 2 | $20,075 | |
Employee (plan); Direct payment from the planCode 30 | 2 | $57,131 | |
Direct payment from the plan; Recordkeeping feesCode 50 | 2 | $470 |
Competitor overlap
Percent of Variable Annuity 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 Variable Annuity Life Insurance Company.
| Sponsor | From | Assets |
|---|---|---|
NYSARC, INC.NY · 135678837-004 | VALIC | $648M |
UNIVERSITY OF SAN FRANCISCOCA · 941156628-003 | Jones Day | $374M |
ANMED HEALTHSC · 570359174-003 | VALIC | $237M |
ANMED HEALTHSC · 570359174-002 | VALIC | $117M |
OPTIONS FOR SOUTHERN OREGON, INC.OR · 930804385-001 | Mullins, PC | $24M |
KASASA, LTDTX · 204116110-001 | Creative Planning | $22M |
TRANSITIONS - MENTAL HEALTH ASSOCIATIONCA · 953509040-002 | Matrix Clearance and Settlement | $10M |
CLATSOP BEHAVIORAL HEALTHCAREOR · 930513669-001 | (new plan) | $4M |
JEFFERSON CENTER FOR MENTAL HEALTHCO · 840474717-002 | (new plan) | $4M |
Plans lost in 2024
Appeared last year under Variable Annuity Life Insurance Company; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES OF LIUNA STAFF AND AFFILIATES PENSION FUNDDC · 520743575-001 | People's Bank | $1.8B |
UNIVERSITY OF MIAMIFL · 590624458-002 | TIAA | $758M |
ST. MARY'S MEDICAL CENTERWV · 550357050-001 | Morgan Stanley | $148M |
SAINT LEO UNIVERSITYFL · 591237047-003 | Empower | $115M |
CENTRAL PARK CONSERVANCY, INC.NY · 133022855-001 | Empower | $51M |
VALLEY CHRISTIAN SCHOOLSCA · 941495182-001 | Principal | $48M |
GENOVA DIAGNOSTICSNC · 561565047-001 | Merrill | $22M |
ASPIRANETCA · 942442955-002 | NFP | $15M |
HOSPICE OF THE PIEDMONT, INC.NC · 581453827-001 | Guardian Wealth Partners | $12M |
MERIDIAN BEHAVIORAL HEALTHCARE, INC.FL · 591906214-002 | Empower | $11M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NEW YORK UNIVERSITYNY · 135562308-001 | $5.4B | 23,634 | $5,188 | 2y | - |
THE UNIVERSITY OF VERMONT HEALTH NETWORK 403B) RETIREMENT SAVINGS PLANVT · 030219309-006 | $2.2B | 17,083 | $23,916 | 2y | 1 |
UNIVERSITY OF MIAMIFL · 590624458-005 | $2.1B | 19,738 | $17,026 | 9y | 1 |
LABORERS' DISTRICT COUNCIL CONSTRUCTION INDUSTRY PENSION FUNDPA · 236235338-001 | $1.2B | 9,405 | $44,226 | 4y | - |
ST. LUKE'S HEALTH SYSTEM, LTD.ID · 562570681-003 | $1.1B | 22,859 | $14,325 | 10y | - |
UNIVERSITY OF SAN DIEGOCA · 952544535-003 | $797M | 5,108 | $23,262 | 10y | - |
ASANTEOR · 930223960-002 | $759M | 7,757 | $129 | 2y | 1 |
BALLAD HEALTHTN · 611771290-001 | $731M | 16,790 | $7,290 | 7y | 1 |
NYSARC, INC.NY · 135678837-004 | $648M | 23,081 | $8,712 | 1y | 1 |
BOARD OF TRUSTEES TEAMSTERS LOCAL 641 PENSION FUNDNJ · 226220288-001 | $562M | 2,904 | $70,035 | 10y | - |
Flag exposure
91.8%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 (57)
Raw Schedule C names collapsed into Variable Annuity Life Insurance Company.
- KARR BARTH FINANCIAL PLANNING
- KARR BARTH FINANCIAL PLANNING, INC.
- KARR BARTH PENSION ADMINISTRATION
- KARREN HENDRIX STAFF ALLEN CO
- KARREN, HENDRIX, STAGG, ALLEN & CO
- KARRI STEINMACHER
- KARST PEAK CAPITAL LIMITED
- KARSTEN ADVISORS
- KARSTENS INVESTMENT COUSEL
- KARTHAUSER, GARRETT A.
- KARTHAUSER, GARY L.
- KASASA LTD
- KASEY COOK
- KASEY HOUSTON
- THE KARRAS COMPANY
- THE VARIABLE ANNUITY LIFE INS
- THE VARIABLE ANNUITY LIFE INS CO
- THE VARIABLE ANNUITY LIFE INS CO.
- THE VARIABLE ANNUITY LIFE INS COMP
- THE VARIABLE ANNUITY LIFE INS. CO
- THE VARIABLE ANNUITY LIFE INS. CO.
- THE VARIABLE ANNUITY LIFE INSUR CO
- THE VARIABLE ANNUITY LIFE INSURANCE
- THE VARIABLE LIFE INSURANCE COMPANY
- VARIABLE ANNITY 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 Variable Annuity 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 | 5 | 3.73% | 7.76% | -4.03 pp |
| Fidelity bond gap | 5 | 3.73% | 26.94% | -23.21 pp |
| Late contributions | 31 | 23.13% | 1.71% | +21.42 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 29 | 21.64% | 1.76% | +19.88 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 Variable Annuity Life Insurance Company. Compare to the incumbent market share (0.2%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.2 pp vs incumbent
Frequent partners by role
Who else shows up on Variable Annuity 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 |
|---|---|---|
| Strategic Advisers | 4 | 3.0% |
| Investment Performance Services LLC | 2 | 1.5% |
| Kestra Advisory Services | 2 | 1.5% |
| OneDigital | 2 | 1.5% |
| SageView | 2 | 1.5% |
| Alliant Retirement Services | 1 | 0.8% |
| Andrews Advisory Associates | 1 | 0.8% |
| Apollon Wealth Management | 1 | 0.8% |
| Buck Global LLC | 1 | 0.8% |
| Capital International, Inc. | 1 | 0.8% |
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).