Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$204K
- Other$37K
- Life$23K
Filings through .
M. Lipsitz & Co., Ltd.
EIN 74-1474940Wholesale TradeLatest filing 2025
Plans
2
Retirement
1
$21.5M assets
Health & Benefits
1
$241K premiums
Participants
638
100 ELM STREET - WACO, TX 76704254-756-6661
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $241K premiums / 332 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
LIPSITZ INDUSTRIES EMPLOYEES PROFIT SHARING PLAN AND TRUST
401(k)
Assets$21.5M
Participants306
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
M. LIPSITZ & CO. LTD MEDICAL PLAN
Mixed - SYMETRA LIFE INSURANCE COMPANY
Premiums$241K
Covered lives332
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | LIPSITZ INDUSTRIES EMPLOYEES PROFIT SHARING PLAN AND TRUST | 401(k) | $21.5M | 306 | 2025 |
- #001 · 401(k) · 2025306
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | M. LIPSITZ & CO. LTD MEDICAL PLAN | Mixed | SYMETRA LIFE INSURANCE COMPANY | $241K | 332 | 2025 |
- #501 · Mixed · SYMETRA LIFE INSURANCE COMPANY · 2025332
Retirement plans
Health & Benefits plans