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  2. Lee Company
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Filings through Oct 24, 2026.

Lee Company

EIN 62-0723985-facilities services-Latest filing 2025
Plans
2
Retirement
1
$85.5M assets
Health & Benefits
1
$2.0M premiums
Participants
3,431
4057 RURAL PLAINS CIR - FRANKLIN, TN 370641618615-567-1000leecompany.comLinkedIn1001-5000 employeesfacilities services
Plans on this EIN
2 filings
#006401(k)-$85.5M - 1,700 part#501Mixed-$2.0M - 2,457 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $2.0M premiums / 2,457 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.8M
  • Short-term disability$1.8M
  • Long-term disability$1.8M
  • Other$1.8M
  • Vision$126K
Total $2.0M5 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#006

LEE COMPANY 401(K) PLAN

401(k)

Assets$85.5M
Participants1,700
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

LEE COMPANY HEALTH & WELFARE BENEFIT PLAN

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$2.0M
Covered lives2,457
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#006LEE COMPANY 401(K) PLAN401(k)$85.5M1,7002025
  • LEE COMPANY 401(K) PLAN$85.5M
    #006 · 401(k) · 20251,700

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501LEE COMPANY HEALTH & WELFARE BENEFIT PLANMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$2.0M2,4572025
  • LEE COMPANY HEALTH & WELFARE BENEFIT PLAN$2.0M
    #501 · Mixed · PRUDENTIAL INSURANCE COMPANY OF AMERICA · 20252,457
Retirement plans
Health & Benefits plans

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  2. Plan summaries
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