Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Vision$251K
- Life$251K
- Short-term disability$251K
- Long-term disability$251K
- Other$251K
- Dental$238K
Filings through .
Don Lee Distributor, Inc.
EIN 38-1897240Wholesale TradeLatest filing 2025
Plans
2
Retirement
1
$45.9M assets
Health & Benefits
1
$489K premiums
Participants
711
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $489K premiums / 524 covered lives
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- Top carriers and their premium share
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
THE DON LEE AND AFFILIATES 401(K) RETIREMENT PLAN
401(k)
Assets$45.9M
Participants406
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
DON LEE DISTRIBUTOR, INC. DBA WEST SIDE BEER DISTRIBUTING EMPLOYEE WELFARE BENEFITS PLAN
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$489K
Covered lives524
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | THE DON LEE AND AFFILIATES 401(K) RETIREMENT PLAN | 401(k) | $45.9M | 406 | 2025 |
- #001 · 401(k) · 2025406
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | DON LEE DISTRIBUTOR, INC. DBA WEST SIDE BEER DISTRIBUTING EMPLOYEE WELFARE BENEFITS PLAN | Mixed | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $489K | 524 | 2025 |
- #502 · Mixed · THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · 2025524
Retirement plans
Health & Benefits plans