?>
Logo

LONG TERM DISABILITY LIFE AD&D PLAN OF LEE INDUSTRIES, INC 401k Plan overview

Plan NameLONG TERM DISABILITY LIFE AD&D PLAN OF LEE INDUSTRIES, INC
Plan identification number 502

LONG TERM DISABILITY LIFE AD&D PLAN OF LEE INDUSTRIES, INC Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Long-term disability cover
  • Other welfare benefit cover

401k Sponsoring company profile

LEE INDUSTRIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:LEE INDUSTRIES, INC.
Employer identification number (EIN):251602519
NAIC Classification:332900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LONG TERM DISABILITY LIFE AD&D PLAN OF LEE INDUSTRIES, INC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022016-09-01JOSHUA MONTLER JOSHUA MONTLER2018-01-12
5022015-09-01JOSHUA MONTLER JOSHUA MONTLER2016-11-17
5022014-09-01JOSHUA MONTLER JOSHUA MONTLER2015-12-30
5022013-09-01JOSHUA MONTLER JOSHUA MONTLER2014-12-10
5022012-09-01JOSHUA MONTLER JOSHUA MONTLER2014-01-27
5022011-09-01JOSHUA MONTLER
5022009-09-01JOSHUA MONTLER
5022009-07-01JOSHUA MONTLER

Plan Statistics for LONG TERM DISABILITY LIFE AD&D PLAN OF LEE INDUSTRIES, INC

401k plan membership statisitcs for LONG TERM DISABILITY LIFE AD&D PLAN OF LEE INDUSTRIES, INC

Measure Date Value
2016: LONG TERM DISABILITY LIFE AD&D PLAN OF LEE INDUSTRIES, INC 2016 401k membership
Total participants, beginning-of-year2016-09-0197
Total number of active participants reported on line 7a of the Form 55002016-09-0193
Total of all active and inactive participants2016-09-0193
Total participants2016-09-0193
2015: LONG TERM DISABILITY LIFE AD&D PLAN OF LEE INDUSTRIES, INC 2015 401k membership
Total participants, beginning-of-year2015-09-01105
Total number of active participants reported on line 7a of the Form 55002015-09-0198
Total of all active and inactive participants2015-09-0198
Total participants2015-09-0198
2014: LONG TERM DISABILITY LIFE AD&D PLAN OF LEE INDUSTRIES, INC 2014 401k membership
Total participants, beginning-of-year2014-09-01107
Total number of active participants reported on line 7a of the Form 55002014-09-01104
Total of all active and inactive participants2014-09-01104
Total participants2014-09-01104
2013: LONG TERM DISABILITY LIFE AD&D PLAN OF LEE INDUSTRIES, INC 2013 401k membership
Total participants, beginning-of-year2013-09-0195
Total number of active participants reported on line 7a of the Form 55002013-09-01107
Total of all active and inactive participants2013-09-01107
Total participants2013-09-01107
2012: LONG TERM DISABILITY LIFE AD&D PLAN OF LEE INDUSTRIES, INC 2012 401k membership
Total participants, beginning-of-year2012-09-0199
Total number of active participants reported on line 7a of the Form 55002012-09-0195
Total of all active and inactive participants2012-09-0195
Total participants2012-09-0195
2011: LONG TERM DISABILITY LIFE AD&D PLAN OF LEE INDUSTRIES, INC 2011 401k membership
Total participants, beginning-of-year2011-09-01101
Total number of active participants reported on line 7a of the Form 55002011-09-01101
Total of all active and inactive participants2011-09-01101
Total participants2011-09-01101
2009: LONG TERM DISABILITY LIFE AD&D PLAN OF LEE INDUSTRIES, INC 2009 401k membership
Total participants, beginning-of-year2009-09-01115
Total number of active participants reported on line 7a of the Form 55002009-09-01115
Total of all active and inactive participants2009-09-01115
Total participants2009-09-01115
Total participants, beginning-of-year2009-07-01137
Total number of active participants reported on line 7a of the Form 55002009-07-01137
Total of all active and inactive participants2009-07-01137
Total participants2009-07-01137

Form 5500 Responses for LONG TERM DISABILITY LIFE AD&D PLAN OF LEE INDUSTRIES, INC

2016: LONG TERM DISABILITY LIFE AD&D PLAN OF LEE INDUSTRIES, INC 2016 form 5500 responses
2016-09-01Type of plan entitySingle employer plan
2016-09-01Submission has been amendedNo
2016-09-01This submission is the final filingNo
2016-09-01This return/report is a short plan year return/report (less than 12 months)No
2016-09-01Plan is a collectively bargained planNo
2016-09-01Plan funding arrangement – InsuranceYes
2016-09-01Plan benefit arrangement – InsuranceYes
2015: LONG TERM DISABILITY LIFE AD&D PLAN OF LEE INDUSTRIES, INC 2015 form 5500 responses
2015-09-01Type of plan entitySingle employer plan
2015-09-01Submission has been amendedNo
2015-09-01This submission is the final filingNo
2015-09-01This return/report is a short plan year return/report (less than 12 months)No
2015-09-01Plan is a collectively bargained planNo
2015-09-01Plan funding arrangement – InsuranceYes
2015-09-01Plan benefit arrangement – InsuranceYes
2014: LONG TERM DISABILITY LIFE AD&D PLAN OF LEE INDUSTRIES, INC 2014 form 5500 responses
2014-09-01Type of plan entitySingle employer plan
2014-09-01Submission has been amendedNo
2014-09-01This submission is the final filingNo
2014-09-01This return/report is a short plan year return/report (less than 12 months)No
2014-09-01Plan is a collectively bargained planNo
2014-09-01Plan funding arrangement – InsuranceYes
2014-09-01Plan benefit arrangement – InsuranceYes
2013: LONG TERM DISABILITY LIFE AD&D PLAN OF LEE INDUSTRIES, INC 2013 form 5500 responses
2013-09-01Type of plan entitySingle employer plan
2013-09-01Submission has been amendedNo
2013-09-01This submission is the final filingNo
2013-09-01This return/report is a short plan year return/report (less than 12 months)No
2013-09-01Plan is a collectively bargained planNo
2013-09-01Plan funding arrangement – InsuranceYes
2013-09-01Plan benefit arrangement – InsuranceYes
2012: LONG TERM DISABILITY LIFE AD&D PLAN OF LEE INDUSTRIES, INC 2012 form 5500 responses
2012-09-01Type of plan entitySingle employer plan
2012-09-01Submission has been amendedNo
2012-09-01This submission is the final filingNo
2012-09-01This return/report is a short plan year return/report (less than 12 months)No
2012-09-01Plan is a collectively bargained planNo
2012-09-01Plan funding arrangement – InsuranceYes
2012-09-01Plan benefit arrangement – InsuranceYes
2011: LONG TERM DISABILITY LIFE AD&D PLAN OF LEE INDUSTRIES, INC 2011 form 5500 responses
2011-09-01Type of plan entitySingle employer plan
2011-09-01Submission has been amendedNo
2011-09-01This submission is the final filingNo
2011-09-01This return/report is a short plan year return/report (less than 12 months)No
2011-09-01Plan is a collectively bargained planNo
2011-09-01Plan funding arrangement – InsuranceYes
2011-09-01Plan benefit arrangement – InsuranceYes
2009: LONG TERM DISABILITY LIFE AD&D PLAN OF LEE INDUSTRIES, INC 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01Submission has been amendedNo
2009-09-01This submission is the final filingNo
2009-09-01This return/report is a short plan year return/report (less than 12 months)No
2009-09-01Plan is a collectively bargained planNo
2009-09-01Plan funding arrangement – InsuranceYes
2009-09-01Plan benefit arrangement – InsuranceYes
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number01-016225-00
Policy instance 1
Insurance contract or identification number01-016225-00
Number of Individuals Covered98
Insurance policy start date2015-09-01
Insurance policy end date2016-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $12,400
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameENSCOE LONG INSURANCE GROUP LL
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number01-016225-00
Policy instance 1
Insurance contract or identification number01-016225-00
Number of Individuals Covered104
Insurance policy start date2014-09-01
Insurance policy end date2015-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $11,425
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameENSCOE LONG INSURANCE GROUP LL
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number01-016225-00
Policy instance 1
Insurance contract or identification number01-016225-00
Number of Individuals Covered107
Insurance policy start date2013-09-01
Insurance policy end date2014-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $11,003
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameENSCOE LONG INSURANCE GROUP LL
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number01-016225-00
Policy instance 1
Insurance contract or identification number01-016225-00
Number of Individuals Covered95
Insurance policy start date2012-09-01
Insurance policy end date2013-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $10,928
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameDAVID BRAMER
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number866741G
Policy instance 1
Insurance contract or identification number866741G
Number of Individuals Covered101
Insurance policy start date2011-09-01
Insurance policy end date2012-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $14,674
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number866741G
Policy instance 1
Insurance contract or identification number866741G
Number of Individuals Covered100
Insurance policy start date2010-09-01
Insurance policy end date2011-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $15,227
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3