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Form 5500 · Employee benefit plan · BANNER ELK, NC

LEES-MCRAE LTD PLAN

Public Form 5500 records show how LEES-MCRAE LTD PLAN (BANNER ELK, NC) structures its employee benefits. Its broker of record is CBIZ BENEFITS AND INS SERVICES. Coverage is written through STANDARD INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 56-0529953 · plan 502 · as of Jul 2026

Participants
164
Carriers on file
2
Disclosed commissions
$4,796
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
STANDARD INSURANCE COMPANYDisability166December$2,479
STANDARD INSURANCE COMPANYLife166December$2,317

Questions

Who is LEES-MCRAE LTD PLAN's benefits broker?

Per its most recent Form 5500 Schedule A, LEES-MCRAE LTD PLAN's broker of record is CBIZ BENEFITS AND INS SERVICES.

What insurance carrier does LEES-MCRAE LTD PLAN use?

LEES-MCRAE LTD PLAN's benefit plan is written through STANDARD INSURANCE COMPANY, among 2 disclosed carriers.

When does LEES-MCRAE LTD PLAN's group plan renew?

The most recent Schedule A policy period for LEES-MCRAE LTD PLAN ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from LEES-MCRAE LTD PLAN's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.