Plan Ledger DOL Form 5500 · updated monthly

M. Lipsitz & Co., Inc.benefits

M. Lipsitz & Co. LTD Medical Plan · WACO, TX · plan year 2024

Broker compensation reported · 2024
$14,883

M. Lipsitz & Co., Inc.'s benefits plans covered 332 active participants in 2024, providing health · life · short-term disability. Insurance brokers and agents were paid $14,883 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $45 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay fell 37% from $23,623 in 2023.

Insurance contracts · 20243
SYMETRA LIFE INSURANCE COMPANY · stop-losspremiums n/a · 155 covered
METROPOLITAN LIFE INSURANCE COMPANY · lifepremiums n/a · 332 covered
TOKIO MARINE HCCpremiums n/a · 100 covered
Brokers & agents paid · 20243
IMAGINE360$10,714 · incl $500 fees
ETHOS RISK ADVISORS LLC$3,511
Individual agent · names withheld$658

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by IMAGINE3605
Cerco I, Inc. OH$2,681

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 741474940 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.