Alex Lee, Inc. — Form 5500 filings & benefit plans
Form 5500 plan sponsor summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Alex Lee, Inc. (EIN 56-1780605) is a plan sponsor located in Hickory, NC with 10 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 56-1780605
- Location
- Hickory, NC
- Loaded plans
- 10
- Total reported participants
- 47,761
- Total reported plan assets (EOY)
- $620,256,371
- Plans with financial data
- 2
- Plans with provider compensation
- 3
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Alex Lee, Inc. And Affiliates Pension Plan | 001 | 7,396 | $325,509,609 | 2023 |
| Alex Lee, Inc. And Affiliates Retirement Savings Plan | 003 | 12,407 | $294,746,762 | 2023 |
| Alex Lee, Inc. Business Travel Accident Plan | 513 | 5,953 | not reported in the loaded dataset | 2023 |
| Alex Lee Inc. Employee, Dependent Life Insurance And Ad&D Plan | 510 | 5,756 | not reported in the loaded dataset | 2023 |
| Alex Lee Inc. Long Term Disability Plan | 511 | 5,637 | not reported in the loaded dataset | 2023 |
| Health Benefits Plan For Alex Lee, Inc. Et Al | 501 | 3,841 | not reported in the loaded dataset | 2023 |
| Alex Lee, Inc. Accident Insurance Plan | 512 | 3,355 | not reported in the loaded dataset | 2023 |
| Alex Lee, Inc. Critical Illness Insurance Plan | 514 | 2,587 | not reported in the loaded dataset | 2023 |
| Alex Lee, Inc. Group Benefits Program For Part-Time Employees | 520 | 680 | not reported in the loaded dataset | 2023 |
| Alex Lee, Inc. Individual Disability Insurance Plan | 502 | 149 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Alex Lee, Inc. Accident Insurance Plan | 3,355 | — | 20241008092742NAL0017348577004 |
| 2023 | Alex Lee, Inc. Critical Illness Insurance Plan | 2,587 | — | 20241008093246NAL0008221555004 |
| 2023 | Alex Lee, Inc. Group Benefits Program For Part-Time Employees | 680 | — | 20241008101809NAL0009537091004 |
| 2023 | Alex Lee, Inc. And Affiliates Retirement Savings Plan | 12,407 | H, C | 20241014180914NAL0026914065001 |
| 2023 | Health Benefits Plan For Alex Lee, Inc. Et Al | 3,841 | C | 20250715121647NAL0002049873002 |
| 2023 | Alex Lee, Inc. Individual Disability Insurance Plan | 149 | — | 20250715121647NAL0002049873003 |
| 2023 | Alex Lee Inc. Employee, Dependent Life Insurance And Ad&D Plan | 5,756 | — | 20250715121647NAL0002049873004 |
| 2023 | Alex Lee Inc. Long Term Disability Plan | 5,637 | — | 20250715121647NAL0002049873005 |