How big is Lippa Insurance Services, Inc.'s plan?

Lippa Insurance Services, Inc.'s plan reported $2.4M in assets and 3 participants for 2024.

Original filing (PDF)20250908141418NAL0032572624001

Lippa Insurance Services, Inc.

Name: Lippa Insurance Services, Inc. — Lippa Insurance, Form 5500 (2024)
Creator: Lippa Insurance Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lippa Insurance Services, Inc. Cash Balance Pension Plan

Defined-benefit pension plan · Lippa Insurance Services, Inc.'s Lippa Insurance Services, Inc. Cash Balance Pension Plan held $2.4M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

David Lippa signed Lippa Insurance Services, Inc.'s 2024 Form 5500 as plan administrator.

David Lippa — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Lippa Insurance Services, Inc.'s EIN is 33-0395964.

EIN 33-0395964

Plan number 004

Plan year 2024

ACK ID 20250908141418NAL0032572624001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lippa Insurance Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lippa Insurance Services, Inc.'s plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LIPPA INSURANCE SERVICES, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score