Form 5500 · Employee benefit plan · HICKORY, NC
ALEX LEE, INC.
ALEX LEE, INC. of HICKORY, NC is a 2,627-participant wholesale trade employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is EMPLOYEE PLANS INS CONSULTANTS INC. Coverage is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 56-1780605 · plan 514 · as of Aug 2026
Plan brief
Reported premium across the insured contracts is $838,824, with $167,765 in disclosed broker commissions — about 20% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 2,674 | December | $838,824 | $167,765 |
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