Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
ALEX LEE, INC.
EIN 56-1780605retailLatest filing 2025
Plans
11
Retirement
2
$637.7M assets
Welfare
9
$10.5M premiums
Participants
49,296
Plans on this EIN
11 filings#003401k-$323.1M - 12,714 part#001TraditionalDB-$314.5M - 7,176 part#501Mixed-$3.0M - 6,468 lives#510Mixed-$2.6M - 5,838 lives#511Mixed-$2.0M - 5,795 lives#514Fully Insured-$839K - 2,674 lives#521Fully Insured-$708K - 2,208 lives#512Fully Insured-$521K - 2,464 lives#502Fully Insured-$406K - 115 lives#520Fully Insured-$370K - 745 lives#513Fully Insured-5,795 lives
Retirement portfolio analytics
2 plans aggregated / $637.7M assets / 19,890 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
51%top
- T ROWE PRICE RPS INC51%
- (Not disclosed)49%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
9 plans / $10.5M premiums / 32,102 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$2.8M
- Life$2.6M
- Other$2.1M
- Long-term disability$2.0M
- Vision$177K
Carrier market share
Premium dollars by Schedule A carrier
58%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY58%
- AETNA LIFE INSURANCE COMPANY37%
- UNUM LIFE INSURANCE COMPANY OF AMERICA5%
- METROPOLITAN LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
100%top
- EMPLOYEE PLANS INS CONSULTANTS INC100%
- GALLAGHER BENEFIT SERVICES, INC.0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
ALEX LEE, INC. AND AFFILIATES RETIREMENT SAVINGS PLAN
401k
Assets$323.1M
Participants12,714
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ALEX LEE, INC. AND AFFILIATES PENSION PLAN
TraditionalDB
Assets$314.5M
Participants7,176
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HEALTH BENEFITS PLAN FOR ALEX LEE, INC. ET AL
Mixed - AETNA LIFE INSURANCE COMPANY
Premiums$3.0M
Covered lives6,468
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510
ALEX LEE INC. EMPLOYEE, DEPENDENT LIFE INSURANCE AND AD&D PLAN
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$2.6M
Covered lives5,838
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511
ALEX LEE INC. LONG TERM DISABILITY PLAN
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$2.0M
Covered lives5,795
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#514
ALEX LEE, INC. CRITICAL ILLNESS INSURANCE PLAN
Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$839K
Covered lives2,674
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#521
ALEX LEE, INC. HOSPITAL IDEMNITY PLAN
Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$708K
Covered lives2,208
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#512
ALEX LEE, INC. ACCIDENT INSURANCE PLAN
Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$521K
Covered lives2,464
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
ALEX LEE, INC. INDIVIDUAL DISABILITY INSURANCE PLAN
Fully Insured - PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY
Premiums$406K
Covered lives115
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#520
ALEX LEE, INC. GROUP BENEFITS PROGRAM FOR PART-TIME EMPLOYEES
Fully Insured - AETNA LIFE INSURANCE COMPANY
Premiums$370K
Covered lives745
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#513
ALEX LEE, INC. BUSINESS TRAVEL ACCIDENT PLAN
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$0
Covered lives5,795
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | ALEX LEE, INC. AND AFFILIATES RETIREMENT SAVINGS PLAN | 401k | $323.1M | 12,714 | 2024 | |
| 001 | ALEX LEE, INC. AND AFFILIATES PENSION PLAN | TraditionalDB | $314.5M | 7,176 | 2025 |
Welfare plans9
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HEALTH BENEFITS PLAN FOR ALEX LEE, INC. ET AL | Mixed | AETNA LIFE INSURANCE COMPANY | $3.0M | 6,468 | 2025 | |
| 510 | ALEX LEE INC. EMPLOYEE, DEPENDENT LIFE INSURANCE AND AD&D PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2.6M | 5,838 | 2025 | |
| 511 | ALEX LEE INC. LONG TERM DISABILITY PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2.0M | 5,795 | 2025 | |
| 514 | ALEX LEE, INC. CRITICAL ILLNESS INSURANCE PLAN | Fully Insured | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $839K | 2,674 | 2024 | |
| 521 | ALEX LEE, INC. HOSPITAL IDEMNITY PLAN | Fully Insured | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $708K | 2,208 | 2024 | |
| 512 | ALEX LEE, INC. ACCIDENT INSURANCE PLAN | Fully Insured | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $521K | 2,464 | 2024 | |
| 502 | ALEX LEE, INC. INDIVIDUAL DISABILITY INSURANCE PLAN | Fully Insured | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $406K | 115 | 2025 | |
| 520 | ALEX LEE, INC. GROUP BENEFITS PROGRAM FOR PART-TIME EMPLOYEES | Fully Insured | AETNA LIFE INSURANCE COMPANY | $370K | 745 | 2024 | |
| 513 | ALEX LEE, INC. BUSINESS TRAVEL ACCIDENT PLAN | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $0 | 5,795 | 2025 |
Retirement plans
Welfare plans