LISA LINDAUER
38 known aliases resolved via the canonical alias map
Market position · 2024
Plans served21+2 YoYRank #735 of mapped providers
Assets under administration$18.7B0.0%Market share · rank #706
Fees received$1MMedian $37,421/planSum across Schedule C direct + indirect
Net wins YoY+25 won · 3 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 LISA LINDAUER plan look like?
Service mix · median fees per plan
Count of plans where LISA LINDAUER ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Employee (plan); Direct payment from the planCode 30 | 18 | $39,312 | |
Employee (plan sponsor); Direct payment from the planCode 35 | 3 | $6,031 |
Competitor overlap
Percent of LISA LINDAUER'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 LISA LINDAUER.
| Sponsor | From | Assets |
|---|---|---|
OHIO OPERATING ENGINEERS PENSION PLANOH · 316129968-001 | GEIGER BROTHERS INC. | $3.6B |
CENTRAL PENNSYLVANIA TEAMSTERS PENSION FUND, TRUSTEESPA · 236262789-009 | GAGE PERSONNEL | $806M |
ISC PLASTERERS & CEMENT MASONS PENSION FUNDIN · 356244876-001 | HEALTHSCOPE BENEFITS | $349M |
BD OF TRUSTEES BAKERY DRIVERS LOCAL 550 AND INDUSTRY PENSION FUNDNY · 136626195-001 | MORGAN LEWIS | $1M |
CTDU PARTITION PENSION FUNDIL · 276635486-001 | LINDA FENNER | $656,684 |
Plans lost in 2024
Appeared last year under LISA LINDAUER; not this year.
| Sponsor | To | Assets |
|---|---|---|
JOINT BOARD OF TRUSTEES OPERATING ENGINEERS LOCAL 324MI · 381900637-001 | BENEFIT STREET PARTNERS SENIOR SECU | $1.6B |
TRUSTEES UFCW LOCAL 1262 PENSION FUNDNJ · 226074414-001 | HEATHER ROMERI | $971M |
CONTRACTORS LABORERS TEAMSTERS & ENGINEERS PENSION PLANNE · 476049397-001 | YOUNG & WHITE | $137M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRUSTEES OF I.B. OF T. UNION LOCAL 710 PENSION FUNDIL · 362377656-001 | $4.5B | 21,566 | $79,344 | 10y | - |
OHIO OPERATING ENGINEERS PENSION PLANOH · 316129968-001 | $3.6B | 19,523 | $9,531 | 1y | - |
PACE INDUSTRY UNION-MANAGEMENT PENSION FUNDTN · 116166763-001 | $2.8B | 60,684 | $172,693 | 10y | - |
CENTRAL PENNSYLVANIA TEAMSTERS PENSION FUND, TRUSTEESPA · 236262789-001 | $1.5B | 25,602 | $99,355 | 5y | - |
TRUSTEES OF AUTOMOBILE MECHANICS' LOCAL NO. 701 PENSION FUNDIL · 366042061-001 | $1.2B | 14,856 | $29,208 | 9y | - |
TRUSTEES OF SUBURBAN TEAMSTERS OF NORTHERN ILLINOIS PENSION FUNDIL · 366155778-001 | $922M | 10,032 | $89,385 | 10y | - |
CENTRAL PENNSYLVANIA TEAMSTERS PENSION FUND, TRUSTEESPA · 236262789-009 | $806M | 8,238 | $25,597 | 9y | - |
TRUSTEES OF CONSTRUCTION WORKERS - LAKE COUNTY PENSIONIN · 356030666-001 | $591M | 6,258 | $84,120 | 3y | - |
BOARD OF TRUSTEES OF M.M.&P. INDIVIDUAL RETIREMENT ACCOUNT PLANMD · 133021839-001 | $523M | 4,737 | $5,273 | 7y | - |
INDIANA ELECTRICAL WORKERS PENSION TRUST FUND IBEWIN · 351102579-001 | $520M | 4,587 | $48,201 | 10y | - |
Flag exposure
90.5%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 (38)
Raw Schedule C names collapsed into LISA LINDAUER.
- LISA A SHEPHERD
- LISA ALIBERTI
- LISA BANDY
- LISA BANK
- LISA BLUME
- LISA CAMMPAGNA
- LISA CAMPAGNA
- LISA COMPAGNA
- LISA CONNER
- LISA COOK
- LISA COWAN
- LISA CYLCEWSKI
- LISA DIKEMAN
- LISA DOHERTY
- LISA ELLIS
- LISA FETZER
- LISA GASTON
- LISA GIBSON
- LISA HUMPHREY
- LISA KAPRAL
- LISA KING
- LISA LAUZON
- LISA LINDAUER
- LISA M MIECZKOWSKI
- LISA M. CYLCEWSKI
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 LISA LINDAUER'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 | 0 | 0.00% | 1.71% | -1.71 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 LISA LINDAUER. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent