Form 5500 · Employee benefit plan · CHATTANOOGA, TN
LEE-SMITH, INC.
LEE-SMITH, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is BALDWIN KRYSTYN SHERMAN PRTNRS LLC. Coverage is written through UNITED OF OMAHA LIFE INSURANCE COMPANY and 4 other carriers. The plan's most recent policy period ended in October.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 62-0608217 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life, Disability | 94 | October | $10,788 |
| AMERICAN HERITAGE LIFE INSURANCE COMPANY | — | 44 | October | $7,553 |
| DELTA DENTAL OF TENNESSEE | Dental | 124 | October | $3,647 |
| DELTA DENTAL OF TENNESSEE | Vision | 143 | October | $689 |
| UNITED HEALTHCARE INSURANCE COMPANY | Health | 130 | October | $0 |
Questions
Who is LEE-SMITH, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, LEE-SMITH, INC.'s broker of record is BALDWIN KRYSTYN SHERMAN PRTNRS LLC.
What insurance carrier does LEE-SMITH, INC. use?
LEE-SMITH, INC.'s benefit plan is written through UNITED OF OMAHA LIFE INSURANCE COMPANY, among 5 disclosed carriers.
When does LEE-SMITH, INC.'s group plan renew?
The most recent Schedule A policy period for LEE-SMITH, INC. ended in October. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from LEE-SMITH, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.