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  2. LEE CONTRACTING, INC.
Sponsor portfolio

LEE CONTRACTING, INC.

EIN 38-3243830-construction-Latest filing 2024
Plans
3
Retirement
2
$275.7M assets
Welfare
1
$493K premiums
Participants
1,779
613 CESAR E. CHAVEZ - PONTIAC, MI 48342248-763-8810leewoodinc.comLinkedIn1-10 employeesconstruction
Plans on this EIN
3 filings
#003ESOP-$250.5M - 638 part#002401k-$25.3M - 610 part#501Mixed-$493K - 529 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 / $493K premiums / 529 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$291K
  • Long-term disability$203K
  • Life$166K
  • Health$125K
Total $493K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA100%
Total $493K1 slice

Broker market share

Schedule A broker compensation

Split broker
70%top
  • LOVASCO CONSULTING GROUP INC70%
  • CENTRO BENEFITS RESEARCH LLC30%
Total $62K2 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$493K
Covered lives529
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$493K5292024
Retirement plans
Welfare plans
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