Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$33K
- Other$33K
Filings through .
Albert Lee, Inc.
EIN 91-0930205computer softwareLatest filing 2025
Plans
2
Retirement
1
$30.0M assets
Health & Benefits
1
$35K premiums
Participants
448
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $35K premiums / 239 covered lives
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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#001
ALBERT LEE, INC. 401(K) PLAN
401(k)
Assets$30.0M
Participants211
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
ALBERT LEE APPLIANCE WELFARE BENEFIT PLAN
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$35K
Covered lives239
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | ALBERT LEE, INC. 401(K) PLAN | 401(k) | $30.0M | 211 | 2025 |
- #001 · 401(k) · 2025211
Health & Benefits plans
1 plan on this EIN
| 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 |
- #501 · Mixed · THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · 2025239
Retirement plans
Health & Benefits plans