form5500lookup

Form 5500 · Retirement plan · NEW YORK, NY

WEITZ & LUXENBERG, P.C.

The filing calls this plan WEITZ & LUXENBERG EMPLOYEE SAVINGS PLAN.

WEITZ & LUXENBERG, P.C. of NEW YORK, NY files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
ANDREW CHRISOMALIS
Insurance company
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 13-3607351 · plan 001 · plan year 2024, filed Oct 15, 2025

Participants at the start of the year
547
Contracts on file
1
Contract value
$1,193,598
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA.

The contracts held $1,193,598 at the end of the plan year, as reported on Schedule A.

$39,916 in agent commissions is disclosed across the contracts; ANDREW CHRISOMALIS is the agent of record.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICAAnnuity / GIC535December$1,193,598$39,916

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

EQUITABLE LIFE INSURANCE COMPANY
Recordkeeping and information management · EIN 13-5570651
$158,901
paid directly by the plan
EQUITABLE LIFE INSURANCE COMPANY
Recordkeeping and information management · Investment advisory · EIN 13-5570651
$0
paid directly by the plan

Named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$40,803,840
Paid out in benefits
$4,961,649
Participants at the start of the year
547
Participants with account balances
404

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

RecordkeeperEIN 13-5570651
EQUITABLE LIFE INSURANCE COMPANY
Independent accountantEIN 22-2027092
WITHUMSMITH AND BROWN, PC
Accountant's opinion (Schedule H, line 3a)
Unmodified

The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.

Other plans filed by this employer

plan 501Insured benefit plan · 4 Schedule A contractsRenews ~Jan 1Chubb Add PlanInsured benefit plan · 1 Schedule A contractRenews ~Dec 1

More employer plans in New York — largest plans, brokers, carriers and renewal months.