2023 Form 5500 filing — Health Benefits Plan For Alex Lee, Inc. Et Al

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250715121647NAL0002049873002) for Health Benefits Plan For Alex Lee, Inc. Et Al, reported by Alex Lee, Inc. under EIN 56-1780605 and plan number 501. It reports 3,841 participants. Attached schedules in the loaded dataset include Schedule C (service provider compensation).

EFAST2 acknowledgement
20250715121647NAL0002049873002
Filing year
2023
Form type
2
Plan sponsor
Alex Lee, Inc.
EIN
56-1780605
Plan number
501
Location
Hickory, NC
Participants
3,841
Schedules available
Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

This 2023 filing is loaded, but detailed Schedule H/I financial figures are not present for it in the current loaded dataset. Participant counts and filing identity above are reported; asset and contribution detail comes from the financial schedules where filed.

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Aetna Life Insurance CompanyCONTRACT ADMINISTRATOR$4,396,675$24,424
Alight SolutionsNONE$501,469not reported in the loaded dataset
MillimanNONE$175,000not reported in the loaded dataset
Healthcare BluebookNONE$158,724not reported in the loaded dataset
OptumNONE$69,212not reported in the loaded dataset
The Sourcing Group LLCNONE$62,726not reported in the loaded dataset
Epic, Inc.NONE$18,350not reported in the loaded dataset

Related Form 5500 pages