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Sponsor portfolioWelfare / HealthEIN 74-1474940
M. LIPSITZ & CO., INC.
P.O. BOX 1175 · WACO, TX 767031175
2547566661
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 33
- Latest filing
- 2025
Total premiums (latest)
$241K
No prior year
Persons covered
332
No prior year
Total participants
332
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Stop-loss | $204K | 77.3% | |
| Other | $37K | 13.8% | |
| Life | $23K | 8.9% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 910742147 | SL | $204K | 84.8% | 1 | 1 | 155 |
EIN 135581829 | LOth | $23K | 9.7% | 1 | 1 | 332 |
EIN 351817054 | Oth | $13K | 5.5% | 1 | 1 | 100 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| IMAGINE360 | DALLAS, TX | SYMETRA LIFE INSURANCE COMPANY, TOKIO MARINE HCC | $10K | $500 | $11K | 72.0% | 1 |
| ETHOS RISK ADVISORS LLC | WACO, TX | METROPOLITAN LIFE INSURANCE COMPANY | $4K | $0 | $4K | 23.6% | 1 |
| KATHY SUE ENOCHS | DALLAS, TN | TOKIO MARINE HCC | $658 | $0 | $658 | 4.4% | 1 |
History & trajectory
10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan