Form 5500 · Employee benefit plan · HICKORY, NC
ALEX LEE, INC.
ALEX LEE, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is EMPLOYEE PLANS & INS CONSULTANTS. Coverage is written through LINCOLN NATIONAL LIFE INSURANCE COMPANY. The plan's most recent policy period ended in September.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 56-1780605 · plan 510 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 5,971 | September | $419,897 |
Questions
Who is ALEX LEE, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, ALEX LEE, INC.'s broker of record is EMPLOYEE PLANS & INS CONSULTANTS.
What insurance carrier does ALEX LEE, INC. use?
ALEX LEE, INC.'s benefit plan is written through LINCOLN NATIONAL LIFE INSURANCE COMPANY.
When does ALEX LEE, INC.'s group plan renew?
The most recent Schedule A policy period for ALEX LEE, INC. ended in September. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from ALEX LEE, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.