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Sponsor portfolio

LEE & HAYES, PC

EIN 83-1253059-law practice-Latest filing 2025
Plans
4
Retirement
1
$28.2M assets
Welfare
3
$265K premiums
Participants
535
601 WEST RIVERSIDE, SUITE 1400 - SPOKANE, WA 99201509-944-4725leehayes.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
4 filings
#002401k-$28.2M - 188 part#502Fully Insured-$137K - 259 lives#503Mixed-$112K - 123 lives#501Mixed-$16K - 114 lives

Benefits portfolio analytics

3 plans / $265K premiums / 496 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$137K
  • Life$112K
  • Short-term disability$112K
  • Long-term disability$112K
  • Other$112K
  • Vision$16K
Total $265K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • DELTA DENTAL OF CALIFORNIA52%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA42%
  • VISION SERVICE PLAN6%
Total $265K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ALLIANT INSURANCE SERVICES, INC.100%
Total $24K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

LEE & HAYES 401(K) PLAN

401k

Assets$28.2M
Participants188
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

LEE AND HAYES EMPLOYEE DENTAL PLAN

Fully Insured - DELTA DENTAL OF WASHINGTON

Premiums$137K
Covered lives259
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

LEE AND HAYES EMPLOYEE LIFE, AD&D, LTD PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$112K
Covered lives123
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

LEE AND HAYES EMPLOYEE MEDICAL PLAN

Mixed - VISION SERVICE PLAN

Premiums$16K
Covered lives114
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002LEE & HAYES 401(K) PLAN401k$28.2M1882024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
502LEE AND HAYES EMPLOYEE DENTAL PLANFully InsuredDELTA DENTAL OF WASHINGTON$137K2592025
503LEE AND HAYES EMPLOYEE LIFE, AD&D, LTD PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$112K1232025
501LEE AND HAYES EMPLOYEE MEDICAL PLANMixedVISION SERVICE PLAN$16K1142025
Retirement plans
Welfare plans
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