ALEX LEE, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ALEX LEE INC. EMPLOYEE, DEPENDENT LIFE INSURANCE AND AD&D PLAN
401k plan membership statisitcs for ALEX LEE INC. EMPLOYEE, DEPENDENT LIFE INSURANCE AND AD&D PLAN
| Measure | Date | Value |
|---|
| 2021: ALEX LEE INC. EMPLOYEE, DEPENDENT LIFE INSURANCE AND AD&D PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-10-01 | 5,448 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-10-01 | 5,862 |
| Total of all active and inactive participants | 2021-10-01 | 5,862 |
| 2020: ALEX LEE INC. EMPLOYEE, DEPENDENT LIFE INSURANCE AND AD&D PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-10-01 | 3,927 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-10-01 | 5,448 |
| Total of all active and inactive participants | 2020-10-01 | 5,448 |
| 2019: ALEX LEE INC. EMPLOYEE, DEPENDENT LIFE INSURANCE AND AD&D PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-10-01 | 3,959 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-10-01 | 3,927 |
| Total of all active and inactive participants | 2019-10-01 | 3,927 |
| 2018: ALEX LEE INC. EMPLOYEE, DEPENDENT LIFE INSURANCE AND AD&D PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-10-01 | 3,850 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-10-01 | 3,959 |
| Total of all active and inactive participants | 2018-10-01 | 3,959 |
| 2017: ALEX LEE INC. EMPLOYEE, DEPENDENT LIFE INSURANCE AND AD&D PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-10-01 | 3,617 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-10-01 | 3,850 |
| Total of all active and inactive participants | 2017-10-01 | 3,850 |
| 2016: ALEX LEE INC. EMPLOYEE, DEPENDENT LIFE INSURANCE AND AD&D PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-10-01 | 5,598 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-10-01 | 3,617 |
| Total of all active and inactive participants | 2016-10-01 | 3,617 |
| 2015: ALEX LEE INC. EMPLOYEE, DEPENDENT LIFE INSURANCE AND AD&D PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-10-01 | 3,903 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-10-01 | 5,598 |
| Total of all active and inactive participants | 2015-10-01 | 5,598 |
| 2014: ALEX LEE INC. EMPLOYEE, DEPENDENT LIFE INSURANCE AND AD&D PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-10-01 | 7,566 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-10-01 | 3,903 |
| Total of all active and inactive participants | 2014-10-01 | 3,903 |
| 2013: ALEX LEE INC. EMPLOYEE, DEPENDENT LIFE INSURANCE AND AD&D PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-10-01 | 3,236 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-10-01 | 7,566 |
| Total of all active and inactive participants | 2013-10-01 | 7,566 |
| 2012: ALEX LEE INC. EMPLOYEE, DEPENDENT LIFE INSURANCE AND AD&D PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-10-01 | 3,359 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-10-01 | 3,236 |
| Total of all active and inactive participants | 2012-10-01 | 3,236 |
| 2011: ALEX LEE INC. EMPLOYEE, DEPENDENT LIFE INSURANCE AND AD&D PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-10-01 | 4,178 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-10-01 | 3,359 |
| Total of all active and inactive participants | 2011-10-01 | 3,359 |
| 2010: ALEX LEE INC. EMPLOYEE, DEPENDENT LIFE INSURANCE AND AD&D PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-10-01 | 4,487 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-10-01 | 4,178 |
| Total of all active and inactive participants | 2010-10-01 | 4,178 |
| 2009: ALEX LEE INC. EMPLOYEE, DEPENDENT LIFE INSURANCE AND AD&D PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-10-01 | 4,894 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-10-01 | 4,487 |
| Total of all active and inactive participants | 2009-10-01 | 4,487 |
| 2008: ALEX LEE INC. EMPLOYEE, DEPENDENT LIFE INSURANCE AND AD&D PLAN 2008 401k membership |
|---|
| Total participants, beginning-of-year | 2008-10-01 | 5,158 |
| Total number of active participants reported on line 7a of the Form 5500 | 2008-10-01 | 4,894 |
| Number of retired or separated participants receiving benefits | 2008-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2008-10-01 | 0 |
| Total of all active and inactive participants | 2008-10-01 | 4,894 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2008-10-01 | 0 |
| Total participants | 2008-10-01 | 4,894 |
| 2021: ALEX LEE INC. EMPLOYEE, DEPENDENT LIFE INSURANCE AND AD&D PLAN 2021 form 5500 responses |
|---|
| 2021-10-01 | Type of plan entity | Single employer plan |
| 2021-10-01 | Plan funding arrangement – Insurance | Yes |
| 2021-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2020: ALEX LEE INC. EMPLOYEE, DEPENDENT LIFE INSURANCE AND AD&D PLAN 2020 form 5500 responses |
|---|
| 2020-10-01 | Type of plan entity | Single employer plan |
| 2020-10-01 | Plan funding arrangement – Insurance | Yes |
| 2020-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: ALEX LEE INC. EMPLOYEE, DEPENDENT LIFE INSURANCE AND AD&D PLAN 2019 form 5500 responses |
|---|
| 2019-10-01 | Type of plan entity | Single employer plan |
| 2019-10-01 | Plan funding arrangement – Insurance | Yes |
| 2019-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: ALEX LEE INC. EMPLOYEE, DEPENDENT LIFE INSURANCE AND AD&D PLAN 2018 form 5500 responses |
|---|
| 2018-10-01 | Type of plan entity | Single employer plan |
| 2018-10-01 | Plan funding arrangement – Insurance | Yes |
| 2018-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: ALEX LEE INC. EMPLOYEE, DEPENDENT LIFE INSURANCE AND AD&D PLAN 2017 form 5500 responses |
|---|
| 2017-10-01 | Type of plan entity | Single employer plan |
| 2017-10-01 | Plan funding arrangement – Insurance | Yes |
| 2017-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: ALEX LEE INC. EMPLOYEE, DEPENDENT LIFE INSURANCE AND AD&D PLAN 2016 form 5500 responses |
|---|
| 2016-10-01 | Type of plan entity | Single employer plan |
| 2016-10-01 | Plan funding arrangement – Insurance | Yes |
| 2016-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: ALEX LEE INC. EMPLOYEE, DEPENDENT LIFE INSURANCE AND AD&D PLAN 2015 form 5500 responses |
|---|
| 2015-10-01 | Type of plan entity | Single employer plan |
| 2015-10-01 | Plan funding arrangement – Insurance | Yes |
| 2015-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: ALEX LEE INC. EMPLOYEE, DEPENDENT LIFE INSURANCE AND AD&D PLAN 2014 form 5500 responses |
|---|
| 2014-10-01 | Type of plan entity | Single employer plan |
| 2014-10-01 | Plan funding arrangement – Insurance | Yes |
| 2014-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: ALEX LEE INC. EMPLOYEE, DEPENDENT LIFE INSURANCE AND AD&D PLAN 2013 form 5500 responses |
|---|
| 2013-10-01 | Type of plan entity | Single employer plan |
| 2013-10-01 | Plan funding arrangement – Insurance | Yes |
| 2013-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: ALEX LEE INC. EMPLOYEE, DEPENDENT LIFE INSURANCE AND AD&D PLAN 2012 form 5500 responses |
|---|
| 2012-10-01 | Type of plan entity | Single employer plan |
| 2012-10-01 | Plan funding arrangement – Insurance | Yes |
| 2012-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: ALEX LEE INC. EMPLOYEE, DEPENDENT LIFE INSURANCE AND AD&D PLAN 2011 form 5500 responses |
|---|
| 2011-10-01 | Type of plan entity | Single employer plan |
| 2011-10-01 | Plan funding arrangement – Insurance | Yes |
| 2011-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: ALEX LEE INC. EMPLOYEE, DEPENDENT LIFE INSURANCE AND AD&D PLAN 2010 form 5500 responses |
|---|
| 2010-10-01 | Type of plan entity | Single employer plan |
| 2010-10-01 | Plan funding arrangement – Insurance | Yes |
| 2010-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: ALEX LEE INC. EMPLOYEE, DEPENDENT LIFE INSURANCE AND AD&D PLAN 2009 form 5500 responses |
|---|
| 2009-10-01 | Type of plan entity | Single employer plan |
| 2009-10-01 | This submission is the final filing | No |
| 2009-10-01 | Plan funding arrangement – Insurance | Yes |
| 2009-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2008: ALEX LEE INC. EMPLOYEE, DEPENDENT LIFE INSURANCE AND AD&D PLAN 2008 form 5500 responses |
|---|
| 2008-10-01 | Type of plan entity | Single employer plan |
| 2008-10-01 | Submission has been amended | No |
| 2008-10-01 | This submission is the final filing | No |
| 2008-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-10-01 | Plan is a collectively bargained plan | No |
| 2008-10-01 | Plan funding arrangement – Insurance | Yes |
| 2008-10-01 | Plan benefit arrangement – Insurance | Yes |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | SA3-890LF018601 |
| Policy instance | 1 |
| Insurance contract or identification number | SA3-890LF018601 | | Number of Individuals Covered | 5862 | | Insurance policy start date | 2021-10-01 | | Insurance policy end date | 2022-09-30 | | Total amount of commissions paid to insurance broker | USD $356,847 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,989,123 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $356,847 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | SA3-890LF018601 |
| Policy instance | 1 |
| Insurance contract or identification number | SA3-890LF018601 | | Number of Individuals Covered | 5448 | | Insurance policy start date | 2020-10-01 | | Insurance policy end date | 2021-09-30 | | Total amount of commissions paid to insurance broker | USD $299,696 | | Total amount of fees paid to insurance company | USD $10,617 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,671,035 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $299,696 | | Amount paid for insurance broker fees | 10617 | | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMPENSATION | | Insurance broker organization code? | 3 |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 753797 |
| Policy instance | 1 |
| Insurance contract or identification number | 753797 | | Number of Individuals Covered | 3963 | | Insurance policy start date | 2019-10-01 | | Insurance policy end date | 2020-01-31 | | Total amount of commissions paid to insurance broker | USD $68,289 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $68,289 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| LIBERTY LIFE ASSURANCE COMPANY OF BOSTON (National Association of Insurance Commissioners NAIC id number: 65315 ) |
| Policy contract number | SA3-890LF018601 |
| Policy instance | 2 |
| Insurance contract or identification number | SA3-890LF018601 | | Number of Individuals Covered | 3927 | | Insurance policy start date | 2020-02-01 | | Insurance policy end date | 2020-09-30 | | Total amount of commissions paid to insurance broker | USD $125,600 | | Total amount of fees paid to insurance company | USD $38,160 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $744,790 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $125,600 | | Amount paid for insurance broker fees | 38160 | | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMPENSATION | | Insurance broker organization code? | 3 |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 753797 |
| Policy instance | 1 |
| Insurance contract or identification number | 753797 | | Number of Individuals Covered | 3959 | | Insurance policy start date | 2018-10-01 | | Insurance policy end date | 2019-09-30 | | Total amount of commissions paid to insurance broker | USD $201,645 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $201,645 | | Insurance broker organization code? | 3 |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 753797 |
| Policy instance | 1 |
| Insurance contract or identification number | 753797 | | Number of Individuals Covered | 3850 | | Insurance policy start date | 2017-10-01 | | Insurance policy end date | 2018-09-30 | | Total amount of commissions paid to insurance broker | USD $199,143 | | Total amount of fees paid to insurance company | USD $-12 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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