Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$352K
- Vision$352K
- Life$352K
- Short-term disability$352K
- Long-term disability$352K
- Other$352K
Sponsor portfolio
LEE SUPPLY CORP.
EIN 35-1310996retailLatest filing 2025
Plans
2
Retirement
1
$14.7M assets
Welfare
1
$352K premiums
Participants
652
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $352K premiums / 305 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Broker market share
Schedule A broker compensation
83%top
- ENROLLEASE83%
- ALTERITY BROKER SOLUTIONS17%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
LEE SUPPLY CORP. 401(K) PLAN
401k
Assets$14.7M
Participants347
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LEE SUPPLY CORP HEALTH AND WELFARE PLAN
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$352K
Covered lives305
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LEE SUPPLY CORP. 401(K) PLAN | 401k | $14.7M | 347 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LEE SUPPLY CORP HEALTH AND WELFARE PLAN | Mixed | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $352K | 305 | 2025 |
Retirement plans
Welfare plans