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
Sponsor portfolio
LEE COMPANY
EIN 62-0723985facilities servicesLatest filing 2025
Plans
2
Retirement
1
$68.7M assets
Welfare
1
$2.0M premiums
Participants
3,344
4057 RURAL PLAINS CIRCLE - FRANKLIN, TN 37064615-567-1000leecompany.comLinkedIn1001-5000 employeesfacilities services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.0M premiums / 2,457 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- PRUDENTIAL INSURANCE COMPANY OF AMERICA94%
- NGL6%
Broker market share
Schedule A broker compensation
100%top
- GALLAGHER BENEFIT SERVICES, INC.100%
- IMG0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#006
LEE COMPANY 401(K) PLAN
401k
Assets$68.7M
Participants1,613
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LEE COMPANY HEALTH & WELFARE BENEFIT PLAN
Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$2.0M
Covered lives2,457
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 006 | LEE COMPANY 401(K) PLAN | 401k | $68.7M | 1,613 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LEE COMPANY HEALTH & WELFARE BENEFIT PLAN | Mixed | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $2.0M | 2,457 | 2025 |
Retirement plans
Welfare plans