Form 5500 · Employee benefit plan · WACO, TX
M. LIPSITZ & CO., INC.
M. LIPSITZ & CO., INC. of WACO, TX files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is IMAGINE360. Coverage is written through SYMETRA LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in July.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 74-1474940 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SYMETRA LIFE INSURANCE COMPANY | Stop-loss | 155 | July | $10,214 |
| METROPOLITAN LIFE INSURANCE COMPANY | Life | 332 | November | $3,511 |
| TOKIO MARINE HCC | — | 100 | July | $658 |
Questions
Who is M. LIPSITZ & CO., INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, M. LIPSITZ & CO., INC.'s broker of record is IMAGINE360.
What insurance carrier does M. LIPSITZ & CO., INC. use?
M. LIPSITZ & CO., INC.'s benefit plan is written through SYMETRA LIFE INSURANCE COMPANY, among 3 disclosed carriers.
When does M. LIPSITZ & CO., INC.'s group plan renew?
The most recent Schedule A policy period for M. LIPSITZ & CO., INC. ended in July. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from M. LIPSITZ & CO., INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.