Form 5500 · Employee benefit plan · HICKORY, NC
ALEX LEE, INC.
The filing calls this plan ALEX LEE INC. LONG TERM DISABILITY PLAN.
ALEX LEE, INC. of HICKORY, NC is a 5,916-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 September.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 56-1780605 · plan 511 · plan year 2025, filed Jul 13, 2026
Get an email when this employer files a new Form 5500, and again about four months before its plan renews.
161 other employer plans in North Carolina have policy years ending in September. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Funding not settled by the filing
The filing does not report enough to settle how this plan pays for benefits.
Benefits declared on this filing
Also declared: other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
The filing discloses a single insured line, disability, through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, covering 5,795 people.
The filing declares disability and life. Life appears with no insured contract on Schedule A. That coverage may be self-funded, or placed with a carrier that is not on this filing.
Reported premium across the insured contracts is $2,024,673, with $202,468 in disclosed broker commissions — about 10% 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 |
|---|---|---|---|---|---|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 5,795 | Oct 1, 2025 | $2,024,673 | $202,468 |
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.
Reported to OSHA
Reported to OSHA for 2025: 413 employees, 10 recordable cases, 303 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
Other plans filed by this employer
How this plan compares
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Renewal calendar
161 other employer plans in North Carolina are October 1 renewals (policy year ends September).
Their policy years end in September, like this plan’s, so most renew October 1. The calendar lists every insured group by renewal date and state, with broker of record, carrier and disclosed commission. You can preview the five largest in each month for free.
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