Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$35K
- Other$35K
Sponsor portfolio
ALBERT LEE, INC.
EIN 91-0930205computer softwareLatest filing 2025
Plans
2
Retirement
1
$26.0M assets
Welfare
1
$35K premiums
Participants
428
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $35K premiums / 239 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
87%top
- WHITFIELDS UNITED INS. AGENCY, INC.87%
- LEAVITT GROUP13%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ALBERT LEE, INC. 401(K) PLAN
401k
Assets$26.0M
Participants191
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ALBERT LEE APPLIANCE WELFARE BENEFIT PLAN
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$35K
Covered lives239
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ALBERT LEE, INC. 401(K) PLAN | 401k | $26.0M | 191 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ALBERT LEE APPLIANCE WELFARE BENEFIT PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $35K | 239 | 2025 |
Retirement plans
Welfare plans