Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.7M
- Dental$2.7M
- Vision$2.7M
- Other$105K
- Life$45K
- Long-term disability$33K
- +1 more
Filings through .
Sponsor portfolio
Lee & Associates Licensing and a
EIN 46-4432979Real Estate and Rental and LeasingLatest filing 2025
Plans
2
Retirement
1
$2K assets
Welfare
1
$2.8M premiums
Participants
181
5707 CORSA AVE, STE 201B - WESTLAKE VILLAGE, CA 91362909-844-4476goingstrongtv.comLinkedIn1-10 employees
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.8M premiums / 245 covered livesPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
LEE & ASSOCIATES 401K
401(k)
Assets$2K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LEE & ASSOCIATES WRAP PLAN
Mewa - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$2.8M
Covered lives245
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LEE & ASSOCIATES 401K | 401(k) | $2K | 3 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LEE & ASSOCIATES WRAP PLAN | Mewa | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $2.8M | 245 | 2025 |
Retirement plans
Welfare plans