Form 5500 · Employee benefit plan · HICKORY, NC
ALEX LEE, INC.
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 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 · as of Aug 2026
Plan brief
The filing discloses a single insured line — disability — through LINCOLN NATIONAL LIFE INSURANCE COMPANY, covering 5,795 people.
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 |
|---|---|---|---|---|---|
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 5,795 | September | $2,024,673 | $202,468 |
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