CONNER & WINTERS
19 known aliases resolved via the canonical alias map
Market position · 2024
Plans served16+1 YoYRank #898 of mapped providers
Assets under administration$1.4B0.0%Market share · rank #3693
Fees received$493,238Median $27,479/planSum across Schedule C direct + indirect
Net wins YoY+12 won · 1 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 CONNER & WINTERS plan look like?
Service mix · median fees per plan
Count of plans where CONNER & WINTERS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Direct payment from the planCode 29 | 14 | $27,753 | |
Insurance agents and brokersCode 22 | 1 | $0 | |
Trustee (directed); Direct payment from the planCode 25 | 1 | $25,372 |
Competitor overlap
Percent of CONNER & WINTERS'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 CONNER & WINTERS.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES OF INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERSTX · 751679061-001 | THE BANK OF NEW YORK MELLON | $95M |
BOARD OF TRUSTEES ASBESTOS WORKERS LOCAL NO. 87 DEFINED CONTRIBUTION PTX · 741069448-102 | GREAT-WEST LIFE & ANNUITY INSURANCE | $29M |
Plans lost in 2024
Appeared last year under CONNER & WINTERS; not this year.
| Sponsor | To | Assets |
|---|---|---|
HERC RENTALS INC.FL · 136174127-001 | WILLIS TOWERS WATSON US LLC | $121M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES, TEXAS IRON WORKERS' PENSION PLANTX · 741905198-001 | $264M | 0 | $87,493 | 8y | - |
PLUMBERS & PIPEFITTERS LU 286 MONEY PURCHASE PLANNM · 742748987-002 | $197M | 3,606 | $23,381 | 10y | 1 |
JOINT BOARD OF TRUSTEES OF U.A.A.P. 142 PENSION PLANTX · 746181280-001 | $164M | 2,027 | $28,018 | 10y | - |
SOUTH CENTRAL ANNUITY FUNDTX · 352409603-001 | $142M | 9,320 | $67,855 | 10y | - |
BOARD OF TRUSTEES OF IBEW LOCAL UNION NO. 520 ANNUITY TRUST FUNDNM · 752072597-001 | $138M | 4,683 | $33,939 | 10y | - |
BOARD OF TRUSTEES OF INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERSTX · 751679061-001 | $95M | 2,768 | $41,602 | 1y | - |
IBEW LOCAL UNION NO. 60 401(K) PLANNM · 316632806-001 | $73M | 4,544 | $27,469 | 10y | - |
TRUSTEES OF TEXAS IRON WORKERS' DEFINED CONTRIBUTION RETIREMENT PLANTX · 741905198-002 | $71M | 7,882 | $28,549 | 10y | - |
PLUMBERS & STEAMFITTERS LOCAL 146 PENSION PLANTX · 756043268-001 | $54M | 868 | $39,904 | 10y | - |
NECA-IBEW LOCAL 584 PENSION PLANTX · 736130146-001 | $42M | 852 | $25,372 | 10y | - |
Flag exposure
87.5%Market: 89.2%
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 (19)
Raw Schedule C names collapsed into CONNER & WINTERS.
- CONNER & WINTER
- CONNER & WINTERS
- CONNER & WINTERS LLC
- CONNER & WINTERS LLP
- CONNER & WINTERS PARTNERS
- CONNER & WINTERS, LLC
- CONNER & WINTERS, LLP
- CONNER & WINTERS, LP
- CONNER AND WINTERS
- CONNER AND WINTERS LLP
- CONNER AND WINTERS, LLP
- CONNER ENTERPRISES
- CONNER STRONG & BUCKELEW COMPANIES,
- CONNERS & WINTERS
- CONNOR & WINTERS
- CONNOR & WINTERS, LLP
- CONNOR AND WINTERS, LLP
- O'CONNER & DREW P.C.
- O'CONNER & DREW PC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement 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 CONNER & WINTERS'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 | 6.25% | 1.71% | +4.54 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 CONNER & WINTERS. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
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).