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Sponsor portfolioWelfare / HealthEIN 56-1780605
ALEX LEE, INC.
120 FOURTH STREET, SW · HICKORY, NC 28602
8287254827
- Plans filed
- 9
- Years active
- 2015–2025
- Industry
- NAICS 42
- Latest filing
- 2025
Total premiums (latest)
$8.1M
No prior year
Persons covered
24,011
No prior year
Total participants
21,315
No prior year
Plans filed
9
No prior year
Plans under this sponsor
9 plans
Plan #501$3.0M
HEALTH BENEFITS PLAN FOR ALEX LEE, INC. ET AL
Mixed6,468 covered·1 carrier
Primary: AETNA LIFE INSURANCE COMPANY
Plan #510$2.6M
ALEX LEE INC. EMPLOYEE, DEPENDENT LIFE INSURANCE AND AD&D PLAN
Mixed5,838 covered·1 carrier
Primary: LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #511$2.0M
ALEX LEE INC. LONG TERM DISABILITY PLAN
Mixed5,795 covered·1 carrier
Primary: LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #514$839K
ALEX LEE, INC. CRITICAL ILLNESS INSURANCE PLAN
Fully insured2,674 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #521$708K
ALEX LEE, INC. HOSPITAL IDEMNITY PLAN
Fully insured2,208 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #512$521K
ALEX LEE, INC. ACCIDENT INSURANCE PLAN
Fully insured2,464 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #502$406K
ALEX LEE, INC. INDIVIDUAL DISABILITY INSURANCE PLAN
Fully insured115 covered·1 carrier
Primary: PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY
Plan #520$370K
ALEX LEE, INC. GROUP BENEFITS PROGRAM FOR PART-TIME EMPLOYEES
Fully insured745 covered·2 carriers
Primary: AETNA LIFE INSURANCE COMPANY
Plan #513$0
ALEX LEE, INC. BUSINESS TRAVEL ACCIDENT PLAN
Fully insured5,795 covered·1 carrier
Primary: METROPOLITAN LIFE INSURANCE COMPANY
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Dental | $2.8M | 29.1% | |
| Life | $2.6M | 26.7% | |
| Other | $2.1M | 21.6% | |
| Long-term disability | $2.0M | 20.8% | |
| Vision | $177K | 1.8% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 350472300 | LLTD | $4.6M | 57.5% | 2 | 2 | 11,633 |
EIN 066033492 | DVOth | $3.0M | 37.5% | 1 | 3 | 6,468 |
EIN 620331200 | Oth | $406K | 5.0% | 1 | 2 | 115 |
EIN 135581829 | $0 | 0.0% | 1 | 1 | 5,795 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| EMPLOYEE PLANS INS CONSULTANTS INC | GREENSBORO, NC | AETNA LIFE INSURANCE COMPANY, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1.0M | $51K | $1.1M | 100.0% | 4 |
| GALLAGHER BENEFIT SERVICES, INC. | MOUNT PLEASANT, SC | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $389 | $0 | $389 | 0.0% | 1 |
History & trajectory
11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan