Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$204K
- Other$37K
- Life$23K
Sponsor portfolio
M. LIPSITZ & CO., INC.
EIN 74-1474940Latest filing 2025
Plans
2
Retirement
1
$19.5M assets
Welfare
1
$241K premiums
Participants
601
P.O. BOX 1175 - WACO, TX 767031175254-756-6661
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $241K premiums / 332 covered livesCarrier market share
Premium dollars by Schedule A carrier
85%top
- SYMETRA LIFE INSURANCE COMPANY85%
- METROPOLITAN LIFE INSURANCE COMPANY10%
- HCC LIFE INSURANCE COMPANY5%
Broker market share
Schedule A broker compensation
72%top
- IMAGINE36072%
- ETHOS RISK ADVISORS LLC24%
- KATHY SUE ENOCHS4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
LIPSITZ INDUSTRIES EMPLOYEES PROFIT SHARING PLAN AND TRUST
401k
Assets$19.5M
Participants269
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
M. LIPSITZ & CO. LTD MEDICAL PLAN
Mixed - SYMETRA LIFE INSURANCE COMPANY
Premiums$241K
Covered lives332
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LIPSITZ INDUSTRIES EMPLOYEES PROFIT SHARING PLAN AND TRUST | 401k | $19.5M | 269 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | M. LIPSITZ & CO. LTD MEDICAL PLAN | Mixed | SYMETRA LIFE INSURANCE COMPANY | $241K | 332 | 2025 |
Retirement plans
Welfare plans