ALEX LEE, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ALEX LEE, INC. CRITICAL ILLNESS INSURANCE PLAN
401k plan membership statisitcs for ALEX LEE, INC. CRITICAL ILLNESS INSURANCE PLAN
| Measure | Date | Value |
|---|
| 2023: ALEX LEE, INC. CRITICAL ILLNESS INSURANCE PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 2,587 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 2,627 |
| Total of all active and inactive participants | 2023-01-01 | 2,627 |
| 2022: ALEX LEE, INC. CRITICAL ILLNESS INSURANCE PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 2,579 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 2,587 |
| Total of all active and inactive participants | 2022-01-01 | 2,587 |
| 2021: ALEX LEE, INC. CRITICAL ILLNESS INSURANCE PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 2,176 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 2,579 |
| Total of all active and inactive participants | 2021-01-01 | 2,579 |
| 2020: ALEX LEE, INC. CRITICAL ILLNESS INSURANCE PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 1,931 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 2,176 |
| Total of all active and inactive participants | 2020-01-01 | 2,176 |
| 2019: ALEX LEE, INC. CRITICAL ILLNESS INSURANCE PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 1,609 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 1,931 |
| Total of all active and inactive participants | 2019-01-01 | 1,931 |
| 2023: ALEX LEE, INC. CRITICAL ILLNESS INSURANCE PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022: ALEX LEE, INC. CRITICAL ILLNESS INSURANCE PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021: ALEX LEE, INC. CRITICAL ILLNESS INSURANCE PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020: ALEX LEE, INC. CRITICAL ILLNESS INSURANCE PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: ALEX LEE, INC. CRITICAL ILLNESS INSURANCE PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | CI-0000296058 |
| Policy instance | 1 |
| Insurance contract or identification number | CI-0000296058 | | Number of Individuals Covered | 2627 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $152,363 | | Total amount of fees paid to insurance company | USD $126,181 | | Other welfare benefits provided | CRITICAL ILLNESS | | Welfare Benefit Premiums Paid to Carrier | USD $761,813 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PAUL REVERE VARIABLE ANNUITY INS. CO. (National Association of Insurance Commissioners NAIC id number: 67601 ) |
| Policy contract number | 425521 0001 |
| Policy instance | 1 |
| Insurance contract or identification number | 425521 0001 | | Number of Individuals Covered | 2587 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2023-01-01 | | Total amount of commissions paid to insurance broker | USD $118,750 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | SPECIFIED DISEASE | | Welfare Benefit Premiums Paid to Carrier | USD $791,665 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PAUL REVERE VARIABLE ANNUITY INS. CO. (National Association of Insurance Commissioners NAIC id number: 67601 ) |
| Policy contract number | 425521 0001 |
| Policy instance | 1 |
| PAUL REVERE VARIABLE ANNUITY INS. CO. (National Association of Insurance Commissioners NAIC id number: 67601 ) |
| Policy contract number | 425521 0001 |
| Policy instance | 1 |
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