Form 5500 · Employee benefit plan · WESTBROOK, CT
THE LEE COMPANY
Public Form 5500 records show how THE LEE COMPANY (WESTBROOK, CT) structures its employee benefits. Its broker of record is EMERSON ROGERS, LLC. Coverage is written through UNITED OF OMAHA LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in September.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 06-0639381 · plan 504 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life, Disability, Stop-loss | 1,094 | September | $16,716 |
| ANTHEM HEALTH PLANS, INC. | Vision, Stop-loss | 1,112 | August | $8,932 |
Questions
Who is THE LEE COMPANY's benefits broker?
Per its most recent Form 5500 Schedule A, THE LEE COMPANY's broker of record is EMERSON ROGERS, LLC.
What insurance carrier does THE LEE COMPANY use?
THE LEE COMPANY's benefit plan is written through UNITED OF OMAHA LIFE INSURANCE COMPANY, among 2 disclosed carriers.
When does THE LEE COMPANY's group plan renew?
The most recent Schedule A policy period for THE LEE COMPANY ended in September. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from THE LEE COMPANY's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.