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  1. Companies/
  2. LEE CONTRACTING INC.
Sponsor portfolio

LEE CONTRACTING INC.

EIN 38-3243830-construction-Latest filing 2025
Plans
3
Retirement
2
$275.7M assets
Welfare
1
$474K premiums
Participants
1,848
631 CESAR E. CHAVEZ AVENUE - PONTIAC, MI 48342248-332-4646leewoodinc.comLinkedIn1-10 employeesconstruction
Plans on this EIN
3 filings
#003ESOP-$250.5M - 638 part#002401k-$25.3M - 610 part#501Mixed-$474K - 600 lives

Retirement portfolio analytics

2 plans aggregated / $275.7M assets / 1,248 participants

Assets by plan

Share of aggregate retirement assets

91%top
  • EMPLOYEE STOCK OWNERSHIP (#003)91%
  • PROFIT SHARING PLAN (#002)9%
Total $275.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#003)638
  • PROFIT SHARING PLAN (#002)610
Total 1,248Click row to drill in

Benefits portfolio analytics

1 plan / $474K premiums / 600 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$474K
  • Life$325K
  • Long-term disability$325K
Total $474K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA96%
  • ULLIANCE, INC.4%
Total $474K2 slices

Broker market share

Schedule A broker compensation

Split broker
53%top
  • LOVASCO CONSULTING GROUP INC53%
  • USI INSURANCE SERVICES LLC27%
  • CENTRO BENEFITS RESEARCH LLC20%
Total $82K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

LEE CONTRACTING, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$250.5M
Participants638
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LEE CONTRACTING, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$25.3M
Participants610
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LEE CONTRACTING INC. WELFARE BENEFIT PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$474K
Covered lives600
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003LEE CONTRACTING, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$250.5M6382024
002LEE CONTRACTING, INC. 401(K) PROFIT SHARING PLAN401k$25.3M6102024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LEE CONTRACTING INC. WELFARE BENEFIT PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$474K6002025
Retirement plans
Welfare plans
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