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Form 5500 · Employee benefit plan · HICKORY, NC

ALEX LEE, INC.

ALEX LEE, INC. of HICKORY, NC files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. 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.

Benefits broker of record
Plan renews
September

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 56-1780605 · plan 511 · as of Jul 2026

Participants
5,637
Carriers on file
1
Disclosed commissions
$182,549
Renewal month
September

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
LINCOLN NATIONAL LIFE INSURANCE COMPANYDisability5,916September$182,549

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.