Form 5500 · Employee benefit plan · OMAHA, NE
LUTZ & COMPANY, P.C.
LUTZ & COMPANY, P.C. of OMAHA, NE files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is BENEFIT MANAGEMENT. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 47-0625816 · plan 506 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Disability | 259 | December | $4,668 |
Questions
Who is LUTZ & COMPANY, P.C.'s benefits broker?
Per its most recent Form 5500 Schedule A, LUTZ & COMPANY, P.C.'s broker of record is BENEFIT MANAGEMENT.
What insurance carrier does LUTZ & COMPANY, P.C. use?
LUTZ & COMPANY, P.C.'s benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA.
When does LUTZ & COMPANY, P.C.'s group plan renew?
The most recent Schedule A policy period for LUTZ & COMPANY, P.C. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from LUTZ & COMPANY, P.C.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.