Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$624K
- Other$105K
- Life$72K
- Short-term disability$72K
- Long-term disability$72K
- Dental$37K
- +1 more
Sponsor portfolio
LEE-SMITH, INC.
EIN 62-0608217Latest filing 2025
Plans
2
Retirement
1
$10.2M assets
Welfare
1
$772K premiums
Participants
283
2600 EIGHTH AVENUE - CHATTANOOGA, TN 37407423-622-4161
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $772K premiums / 143 covered livesCarrier market share
Premium dollars by Schedule A carrier
81%top
- UNITED HEALTHCARE INSURANCE COMPANY81%
- UNITED OF OMAHA LIFE INSURANCE COMPANY9%
- DELTA DENTAL OF CALIFORNIA6%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY4%
Broker market share
Schedule A broker compensation
61%top
- THE BALDWIN GROUP WEST LLC61%
- BALDWIN KRYSTYN SHERMAN PARTNERS25%
- JAMES A SCOTT & SON INC8%
- LOCKTON COMPANIES, LLC6%
- BROWN & BROWN INSURANCE SERVICES0%
- +1 more
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-SMITH, INC. AND LESCO, INC. 401(K) RETIREMENT PLAN
401k
Assets$10.2M
Participants153
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WELFARE BENEFIT PLAN FOR LEE-SMITH INC., LESCO INC., AND LYNC LOGISTICS, LLC
Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY
Premiums$772K
Covered lives143
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LEE-SMITH, INC. AND LESCO, INC. 401(K) RETIREMENT PLAN | 401k | $10.2M | 153 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WELFARE BENEFIT PLAN FOR LEE-SMITH INC., LESCO INC., AND LYNC LOGISTICS, LLC | Fully Insured | UNITED HEALTHCARE INSURANCE COMPANY | $772K | 143 | 2025 |
Retirement plans
Welfare plans