Form 5500 · Employee benefit plan · HICKORY, NC
ALEX LEE, INC.
ALEX LEE, INC. of HICKORY, NC is a 5,971-participant wholesale trade employer — a large group whose insured benefits are disclosed on Schedule A of its Form 5500. Its broker of record is EMPLOYEE PLANS INS CONSULTANTS INC. 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 Aug 2026
Plan brief
The filing discloses a single insured line — life — through LINCOLN NATIONAL LIFE INSURANCE COMPANY, covering 5,838 people.
Reported premium across the insured contracts is $2,608,418, with $474,142 in disclosed broker commissions — about 18% of premium.
The most recent policy period ended in September, and the plan year ends September 30. Group contracts typically renew on that annual cycle.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 5,838 | September | $2,608,418 | $474,142 |
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