The Annual Register · Rankings
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Vendor intelligence
Who runs the clubs’ benefit plans
When a club sponsors a retirement or welfare plan, its Form 5500 Schedule C names every service provider paid $5,000 or more — the recordkeeper, insurer, TPA, or investment advisor. These are the incumbent benefits vendors, ranked by how many clubs each serves.
Clubs with a plan
771
Named providers
54
Providers by clubs served
Form 5500, Schedule C
| # | Provider | Clubs served | Disclosed pay |
|---|---|---|---|
| 1 | Principal Life Insurance Company | 11 | $643,830 |
| 2 | Fidelity Investments Institutional | 6 | $128,730 |
| 3 | The Benecon Group | 4 | $54,101 |
| 4 | Empower Annuity Insurance Company | 3 | $67,710 |
| 5 | Empower Annuity Ins Co Of America | 3 | $57,450 |
| 6 | Empower Advisory Group, LLC | 3 | $22,856 |
| 7 | Resources Investment Advisors, Inc. | 2 | $64,475 |
| 8 | Global Retirement Partners | 2 | $56,506 |
| 9 | Adp, Inc. | 2 | $49,827 |
| 10 | Alerus Retirement Solutions | 2 | $39,039 |
| 11 | Bokf, Na | 2 | $13,240 |
| 12 | The Vanguard Group, Inc. | 1 | $53,815 |
| 13 | Voya Retirement Insurance & Annuity | 1 | $45,237 |
| 14 | Medcost Benefit Services | 1 | $44,527 |
| 15 | Ingham & Company | 1 | $40,447 |
| 16 | Stancorp Financial Group | 1 | $38,425 |
| 17 | Cambridge Investment Research | 1 | $37,061 |
| 18 | Ascensus LLC | 1 | $31,034 |
| 19 | Kestra Advisory Services LLC | 1 | $30,000 |
| 20 | Main Street Insurance Group | 1 | $30,000 |
| 21 | Empower Annuity Insurance Company O | 1 | $29,675 |
| 22 | Capstone Hire Benefits Consulting L | 1 | $28,320 |
| 23 | Aetna Life Insurance Company | 1 | $27,827 |
| 24 | Commonwealth Financial Network | 1 | $27,599 |
| 25 | Ubs Financial Services Inc | 1 | $26,560 |
| 26 | T. Rowe Price Rps, Inc. | 1 | $25,585 |
| 27 | Raymond James & Associates Inc | 1 | $25,375 |
| 28 | Stan Corp Financial Group | 1 | $25,309 |
| 29 | The Waterford Group, LLC | 1 | $25,221 |
| 30 | Mma Securities LLC | 1 | $23,483 |
| 31 | Raymond James Financial Services | 1 | $22,052 |
| 32 | Transamerica Retirement Solutions | 1 | $21,566 |
| 33 | Assured Partners (Central Pa) | 1 | $20,064 |
| 34 | Merrill Lynch Pierce Fenner & Smith | 1 | $19,074 |
| 35 | Assuredpartners Investment Advisors | 1 | $18,279 |
| 36 | Onedigital Investment Advisors LLC | 1 | $17,777 |
| 37 | Fisher Asset Management | 1 | $17,742 |
| 38 | Capfinancial Partners LLC | 1 | $17,508 |
| 39 | Peggy S. Edge Cpa LLC | 1 | $17,000 |
| 40 | Patriot (Power-Kunkle Group, Inc.) | 1 | $15,893 |
| 41 | Gunn-Mowery | 1 | $14,862 |
| 42 | Tri-Ad Actuaries, Inc. | 1 | $14,589 |
| 43 | Vita Planning Group LLC | 1 | $13,746 |
| 44 | Northwestern Mutual Wealth Mgmt | 1 | $13,155 |
| 45 | Northwestern Mutual Wealth Manageme | 1 | $12,108 |
| 46 | Stanley Benefit Services Inc | 1 | $11,798 |
| 47 | Advosee | 1 | $11,220 |
| 48 | Naples Asset Management Co LLC | 1 | $10,000 |
| 49 | Fund Direct Advisors | 1 | $9,350 |
| 50 | Meritain Health, An Aetna Company | 1 | $8,010 |
| 51 | Orenda Retirement LLC | 1 | $6,897 |
| 52 | Wellth Advisory Services, LLC | 1 | $6,863 |
| 53 | Crescendo Retirement Plan Advisors, | 1 | $6,459 |
| 54 | Transamerica Life Insurance Company | 1 | $5,050 |