Form 5500 · Employee benefit plan · SAN ANTONO, TX
LIFTFUND, INC.
Public Form 5500 records show how LIFTFUND, INC. (SAN ANTONO, TX) structures its employee benefits. Its broker of record is SWBC INVESTMENT SERVICES LLC. Coverage is written through EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 74-2712770 · plan 001 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA | — | 14 | June | $324 |
Questions
Who is LIFTFUND, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, LIFTFUND, INC.'s broker of record is SWBC INVESTMENT SERVICES LLC.
What insurance carrier does LIFTFUND, INC. use?
LIFTFUND, INC.'s benefit plan is written through EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA.
When does LIFTFUND, INC.'s group plan renew?
The most recent Schedule A policy period for LIFTFUND, INC. ended in June. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from LIFTFUND, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.