Benefits broker of record · MORTON, MS
LISA S LEE
LISA S LEE of MORTON, MS is named as the broker of record on 15 insurance contracts in public Form 5500 Schedule A filings.
15 contracts on file name LISA S LEE as broker of record. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.
Book profile
LISA S LEE brokers 15 insured contracts for 12 employers, across 3 states, led by MS, AL, TN.
Life is the largest line (2 contracts), followed by disability (2).
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY writes the most contracts in the book (15, about 100%).
Renewals concentrate on January 1: 80% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
life 2 · disability 2
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| YATES SERVICES, LLC | SMYRNA, TN | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | Jan 1FY2024 |
| W. G. YATES & SONS CONSTRUCTION COMPANY & AFFILIATED COMPANIES | PHILADELPHIA, MS | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | Jan 1FY2024 |
| BANKPLUS | RIDGELAND, MS | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | Jan 1FY2025 |
| RUSKEN PACKAGING, INC. | CULLMAN, AL | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | Jan 1FY2025 |
| COOPERATIVE ENERGY | HATTIESBURG, MS | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | Jan 1FY2024 |
more employers in LISA S LEE's book
See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)
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