Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
ALEX LEE, INC.
EIN 56-1780605retailLatest filing 2024
Plans
11
Retirement
2
$648.7M assets
Welfare
9
$10.0M premiums
Participants
49,570
Plans on this EIN
11 filings#001TraditionalDB-$325.5M - 6,771 part#003401k-$323.1M - 12,714 part#501Mixed-$3.0M - 6,999 lives#510Mixed-$2.3M - 5,971 lives#511Mixed-$1.8M - 5,916 lives#514Fully Insured-$839K - 2,674 lives#521Fully Insured-$708K - 2,208 lives#512Fully Insured-$521K - 2,464 lives#502Fully Insured-$378K - 129 lives#520Fully Insured-$370K - 745 lives#513Fully Insured-6,103 lives
Retirement portfolio analytics
2 plans aggregated / $648.7M assets / 19,485 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
50%top
- (Not disclosed)50%
- T ROWE PRICE RPS INC50%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
9 plans / $10.0M premiums / 33,209 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$4.1M
- Dental$3.0M
- Life$2.4M
- Long-term disability$1.8M
- Vision$205K
- Short-term disability$49K
Carrier market share
Premium dollars by Schedule A carrier
64%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY64%
- AETNA LIFE INSURANCE COMPANY33%
- UNUM LIFE INSURANCE COMPANY OF AMERICA4%
- METROPOLITAN LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
88%top
- EMPLOYEE PLANS AND INS CONSULTANTS88%
- EMPYREAN INSURANCE SERVICES, INC.13%
- GALLAGHER BENEFIT SERVICES, INC.0%
- ENSPIRE HEALTHCARE LLC-1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ALEX LEE, INC. AND AFFILIATES PENSION PLAN
TraditionalDB
Assets$325.5M
Participants6,771
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
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
Welfare#501
HEALTH BENEFITS PLAN FOR ALEX LEE, INC. ET AL
Mixed - AETNA LIFE INSURANCE COMPANY
Premiums$3.0M
Covered lives6,999
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$2.3M
Covered lives5,971
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$1.8M
Covered lives5,916
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$378K
Covered lives129
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 lives6,103
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ALEX LEE, INC. AND AFFILIATES PENSION PLAN | TraditionalDB | $325.5M | 6,771 | 2024 | |
| 003 | ALEX LEE, INC. AND AFFILIATES RETIREMENT SAVINGS PLAN | 401k | $323.1M | 12,714 | 2024 |
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 | 6,999 | 2024 | |
| 510 | ALEX LEE INC. EMPLOYEE, DEPENDENT LIFE INSURANCE AND AD&D PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2.3M | 5,971 | 2024 | |
| 511 | ALEX LEE INC. LONG TERM DISABILITY PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1.8M | 5,916 | 2024 | |
| 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 | $378K | 129 | 2024 | |
| 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 | 6,103 | 2024 |
Retirement plans
Welfare plans