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Form 5500 · Retirement plan · HICKORY, NC

ALEX LEE, INC.

The filing calls this plan ALEX LEE, INC. AND AFFILIATES PENSION PLAN.

ALEX LEE, INC. of HICKORY, NC files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by MINNESOTA LIFE INSURANCE COMPANY. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Insurance company
MINNESOTA LIFE INSURANCE COMPANY
Contract year ends
Septemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 56-1780605 · plan 001 · plan year 2025, filed Jul 15, 2026

Participants at the start of the year
7,698
Contracts on file
1
Contract value
—
Plan year end
September

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with MINNESOTA LIFE INSURANCE COMPANY.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in September.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
MINNESOTA LIFE INSURANCE COMPANYAnnuity / GIC317September$39,487,702$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

WILLIS TOWERS WATSON US LLC
Recordkeeping and information management · EIN 53-0181291
$642,653
paid directly by the plan
AON INVESTMENTS USA INC.
Named on Schedule C · EIN 36-3109431
$441,165
paid directly by the plan
PRINCIPAL CUSTODY SOLUTIONS
Custodian · Investment advisory · EIN 42-1466678
$79,709
paid directly by the plan
GTCR FUND XIV/A LP
Named on Schedule C · EIN 90-0615667
$50,673
paid directly by the plan

Named on Schedule C of this filing. We publish company names only.

Reported to OSHA

Reported to OSHA for 2025: 413 employees, 10 recordable cases, 303 days away from work.

EmployeesThe company's own average for the year
413
Hours worked
645,172
Recordable cases
10
Days away from work
303
Establishments filed under this EIN
4

Source: OSHA Injury Tracking Application establishment data, 2025.

What the plan holds

Plan assets at year end
$314,504,879
Paid out in benefits
$50,353,724
Participants at the start of the year
7,698

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 42-0714325
RSM US LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

Other plans filed by this employer

plan 501Insured benefit plan · 3 Schedule A contractsRenews ~Oct 1plan 510Insured benefit plan · 1 Schedule A contractRenews ~Oct 1Alex Lee Inc. Long Term Disability PlanInsured benefit plan · 1 Schedule A contractRenews ~Oct 1Critical Illness Insurance PlanInsured benefit plan · 1 Schedule A contractRenews ~Jan 1Hospital Idemnity PlanInsured benefit plan · 1 Schedule A contractRenews ~Jan 1Accident Insurance PlanInsured benefit plan · 1 Schedule A contractRenews ~Jan 1Individual Disability Insurance PlanInsured benefit plan · 2 Schedule A contractsRenews ~Feb 1plan 520Insured benefit plan · 4 Schedule A contractsRenews ~Jan 1And Affiliates Retirement Savings PlanForm 5500 filing · no insured Schedule A contracts

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