Alex Lee, Inc. And Affiliates Pension Plan — Form 5500 plan (Alex Lee, Inc.)
Plain-English plan 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. And Affiliates Pension Plan is a benefit plan reported by Alex Lee, Inc. under EIN 56-1780605 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,396 participants and $325,509,609 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alex Lee, Inc.
- EIN
- 56-1780605
- Plan number
- 001
- Plan type
- 2
- Location
- Hickory, NC
- Latest filing year
- 2023
- Participants
- 7,396
- End-of-year plan assets
- $325,509,609
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,396 | H, C | 20250715152312NAL0001730739001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $325,509,609
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $325,509,609
- Net assets (BOY)
- $279,766,308
Income & contributions
- Total contributions
- $0
- Total income / additions
- $56,682,250
Expenses & distributions
- Benefits paid
- $9,075,848
- Administrative expenses
- $1,863,101
- Total expenses
- $10,938,949
- Net increase / (decrease)
- $45,743,301
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $621,067 | not reported in the loaded dataset | 2023 |
| Aon Investments Usa Inc. | NONE | $416,302 | not reported in the loaded dataset | 2023 |
| Westbrook Realty Management Xi, L.P | NONE | $122,984 | not reported in the loaded dataset | 2023 |
| Principal Custody Solutions | NONE | $75,484 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Alex Lee, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Hickory, NC
- Willis Towers Watson Us LLC — Schedule C compensation
- Aon Investments Usa Inc. — Schedule C compensation
- Westbrook Realty Management Xi, L.P — Schedule C compensation
- Principal Custody Solutions — Schedule C compensation