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  2. LEE MOTOR GROUP, INC.
Sponsor portfolio

LEE MOTOR GROUP, INC.

EIN 56-6282662-retail-Latest filing 2025
Plans
2
Retirement
1
$16.2M assets
Welfare
1
$1.7M premiums
Participants
541
4170 RALEIGH ROAD PKWY W - WILSON, NC 27896252-291-6000leemotorgroup.comLinkedIn1-10 employeesretail
Plans on this EIN
2 filings
#001401k-$16.2M - 343 part#501Fully Insured-$1.7M - 566 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 566 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.6M
  • Health$1.4M
  • Dental$1.4M
  • Prescription drug$1.4M
  • Life$245K
  • Short-term disability$245K
  • +2 more
Total $1.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • BLUE CROSS OF CALIFORNIA84%
  • RELIASTAR LIFE INSURANCE COMPANY15%
  • EYEMED VISION CARE1%
Total $1.7M3 slices

Broker market share

Schedule A broker compensation

Split broker
41%top
  • WILLIAM SALMON41%
  • MARSH & MCLENNAN AGENCY LLC33%
  • SELECT BENEFIT SOLUTION LLC20%
  • MOSAIC GROUP SERVICES5%
  • PROGRESSIVE BENEFIT SOL1%
  • +1 more
Total $160K6 slices

Plan deep-dives

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

LEE MOTOR GROUP INC. EMPLOYEES' 401(K) PLAN

401k

Assets$16.2M
Participants343
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LEE MOTOR GROUP WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF NC

Premiums$1.7M
Covered lives566
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LEE MOTOR GROUP INC. EMPLOYEES' 401(K) PLAN401k$16.2M3432024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LEE MOTOR GROUP WELFARE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF NC$1.7M5662025
Retirement plans
Welfare plans
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