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  2. LEES-MCRAE LTD PLAN
Sponsor portfolioTH

LEES-MCRAE LTD PLAN

EIN 56-0529953-higher education-Latest filing 2025
Plans
2
Retirement
1
$15.6M assets
Welfare
1
$54K premiums
Participants
462
P.O. BOX 128 - BANNER ELK, NC 286040128828-898-8809lmc.eduLinkedIn51-200 employeeshigher education
Plans on this EIN
2 filings
#001403b-$15.6M - 290 part#502Fully Insured-$54K - 166 lives

Benefits portfolio analytics

1 plan / $54K premiums / 166 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$34K
  • Other$34K
  • Long-term disability$20K
Total $54K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • STANDARD INSURANCE COMPANY100%
Total $54K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • CBIZ BENEFITS & INSURANCE SERVICES100%
Total $5K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

LEES-MCRAE COLLEGE 403(B) RETIREMENT PLAN

403b

Assets$15.6M
Participants290
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

LEES-MCRAE COLLEGE, INC. LONG TERM DISABILITY PLAN

Fully Insured - STANDARD INSURANCE COMPANY

Premiums$54K
Covered lives166
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LEES-MCRAE COLLEGE 403(B) RETIREMENT PLAN403b$15.6M2902024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502LEES-MCRAE COLLEGE, INC. LONG TERM DISABILITY PLANFully InsuredSTANDARD INSURANCE COMPANY$54K1662025
Retirement plans
Welfare plans
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