ALEX LEE, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ALEX LEE, INC. GROUP BENEFITS PROGRAM FOR PART-TIME EMPLOYEES
401k plan membership statisitcs for ALEX LEE, INC. GROUP BENEFITS PROGRAM FOR PART-TIME EMPLOYEES
| Measure | Date | Value |
|---|
| 2023: ALEX LEE, INC. GROUP BENEFITS PROGRAM FOR PART-TIME EMPLOYEES 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 680 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 614 |
| Total of all active and inactive participants | 2023-01-01 | 614 |
| 2022: ALEX LEE, INC. GROUP BENEFITS PROGRAM FOR PART-TIME EMPLOYEES 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 675 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 680 |
| Total of all active and inactive participants | 2022-01-01 | 680 |
| 2021: ALEX LEE, INC. GROUP BENEFITS PROGRAM FOR PART-TIME EMPLOYEES 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 737 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 675 |
| Total of all active and inactive participants | 2021-01-01 | 675 |
| 2020: ALEX LEE, INC. GROUP BENEFITS PROGRAM FOR PART-TIME EMPLOYEES 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 742 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 737 |
| Total of all active and inactive participants | 2020-01-01 | 737 |
| 2019: ALEX LEE, INC. GROUP BENEFITS PROGRAM FOR PART-TIME EMPLOYEES 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 870 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 742 |
| Total of all active and inactive participants | 2019-01-01 | 742 |
| 2018: ALEX LEE, INC. GROUP BENEFITS PROGRAM FOR PART-TIME EMPLOYEES 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 779 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 870 |
| Total of all active and inactive participants | 2018-01-01 | 870 |
| 2017: ALEX LEE, INC. GROUP BENEFITS PROGRAM FOR PART-TIME EMPLOYEES 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 644 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 779 |
| Total of all active and inactive participants | 2017-01-01 | 779 |
| 2016: ALEX LEE, INC. GROUP BENEFITS PROGRAM FOR PART-TIME EMPLOYEES 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 569 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 644 |
| Total of all active and inactive participants | 2016-01-01 | 644 |
| 2015: ALEX LEE, INC. GROUP BENEFITS PROGRAM FOR PART-TIME EMPLOYEES 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 466 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 569 |
| Total of all active and inactive participants | 2015-01-01 | 569 |
| 2014: ALEX LEE, INC. GROUP BENEFITS PROGRAM FOR PART-TIME EMPLOYEES 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 398 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 466 |
| Total of all active and inactive participants | 2014-01-01 | 466 |
| 2013: ALEX LEE, INC. GROUP BENEFITS PROGRAM FOR PART-TIME EMPLOYEES 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-12-01 | 401 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-12-01 | 398 |
| Total of all active and inactive participants | 2013-12-01 | 398 |
| 2012: ALEX LEE, INC. GROUP BENEFITS PROGRAM FOR PART-TIME EMPLOYEES 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-12-01 | 461 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-12-01 | 401 |
| Total of all active and inactive participants | 2012-12-01 | 401 |
| 2011: ALEX LEE, INC. GROUP BENEFITS PROGRAM FOR PART-TIME EMPLOYEES 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-12-01 | 540 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-12-01 | 461 |
| Total of all active and inactive participants | 2011-12-01 | 461 |
| 2010: ALEX LEE, INC. GROUP BENEFITS PROGRAM FOR PART-TIME EMPLOYEES 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-12-01 | 714 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-12-01 | 540 |
| Total of all active and inactive participants | 2010-12-01 | 540 |
| 2009: ALEX LEE, INC. GROUP BENEFITS PROGRAM FOR PART-TIME EMPLOYEES 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-12-01 | 699 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-12-01 | 621 |
| Total of all active and inactive participants | 2009-12-01 | 621 |
| Total participants, beginning-of-year | 2009-01-01 | 494 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 699 |
| Total of all active and inactive participants | 2009-01-01 | 699 |
| 2023: ALEX LEE, INC. GROUP BENEFITS PROGRAM FOR PART-TIME EMPLOYEES 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. GROUP BENEFITS PROGRAM FOR PART-TIME EMPLOYEES 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. GROUP BENEFITS PROGRAM FOR PART-TIME EMPLOYEES 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. GROUP BENEFITS PROGRAM FOR PART-TIME EMPLOYEES 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. GROUP BENEFITS PROGRAM FOR PART-TIME EMPLOYEES 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 |
| 2018: ALEX LEE, INC. GROUP BENEFITS PROGRAM FOR PART-TIME EMPLOYEES 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: ALEX LEE, INC. GROUP BENEFITS PROGRAM FOR PART-TIME EMPLOYEES 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: ALEX LEE, INC. GROUP BENEFITS PROGRAM FOR PART-TIME EMPLOYEES 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: ALEX LEE, INC. GROUP BENEFITS PROGRAM FOR PART-TIME EMPLOYEES 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: ALEX LEE, INC. GROUP BENEFITS PROGRAM FOR PART-TIME EMPLOYEES 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: ALEX LEE, INC. GROUP BENEFITS PROGRAM FOR PART-TIME EMPLOYEES 2013 form 5500 responses |
|---|
| 2013-12-01 | Type of plan entity | Single employer plan |
| 2013-12-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2013-12-01 | Plan funding arrangement – Insurance | Yes |
| 2013-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: ALEX LEE, INC. GROUP BENEFITS PROGRAM FOR PART-TIME EMPLOYEES 2012 form 5500 responses |
|---|
| 2012-12-01 | Type of plan entity | Single employer plan |
| 2012-12-01 | Plan funding arrangement – Insurance | Yes |
| 2012-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: ALEX LEE, INC. GROUP BENEFITS PROGRAM FOR PART-TIME EMPLOYEES 2011 form 5500 responses |
|---|
| 2011-12-01 | Type of plan entity | Single employer plan |
| 2011-12-01 | Plan funding arrangement – Insurance | Yes |
| 2011-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: ALEX LEE, INC. GROUP BENEFITS PROGRAM FOR PART-TIME EMPLOYEES 2010 form 5500 responses |
|---|
| 2010-12-01 | Type of plan entity | Single employer plan |
| 2010-12-01 | Plan funding arrangement – Insurance | Yes |
| 2010-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: ALEX LEE, INC. GROUP BENEFITS PROGRAM FOR PART-TIME EMPLOYEES 2009 form 5500 responses |
|---|
| 2009-12-01 | Type of plan entity | Single employer plan |
| 2009-12-01 | This submission is the final filing | No |
| 2009-12-01 | Plan funding arrangement – Insurance | Yes |
| 2009-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 835246 |
| Policy instance | 4 |
| Insurance contract or identification number | 835246 | | Number of Individuals Covered | 614 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $17,270 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $191,633 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | SA3-890LF018601 |
| Policy instance | 3 |
| Insurance contract or identification number | SA3-890LF018601 | | Number of Individuals Covered | 296 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $78,924 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | GD3-890LF018601 |
| Policy instance | 2 |
| Insurance contract or identification number | GD3-890LF018601 | | Number of Individuals Covered | 182 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $4,898 | | Total amount of fees paid to insurance company | USD $2,919 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $48,978 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 835246 |
| Policy instance | 1 |
| Insurance contract or identification number | 835246 | | Number of Individuals Covered | 614 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $2,687 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $26,848 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 835246 |
| Policy instance | 1 |
| Insurance contract or identification number | 835246 | | Number of Individuals Covered | 675 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $2,594 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $25,905 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | GD3-890LF018601 |
| Policy instance | 2 |
| Insurance contract or identification number | GD3-890LF018601 | | Number of Individuals Covered | 189 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $4,993 | | Total amount of fees paid to insurance company | USD $0 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $49,933 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | SA3-890LF018601 |
| Policy instance | 3 |
| Insurance contract or identification number | SA3-890LF018601 | | Number of Individuals Covered | 269 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $68,424 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 835246 |
| Policy instance | 4 |
| Insurance contract or identification number | 835246 | | Number of Individuals Covered | 680 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $16,750 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $184,878 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 835246 |
| Policy instance | 4 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | SA3-890LF018601 |
| Policy instance | 3 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | GD3-890LF018601 |
| Policy instance | 2 |
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 835246 |
| Policy instance | 1 |
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 835246 |
| Policy instance | 6 |
| LIBERTY LIFE ASSURANCE COMPANY OF BOSTON (National Association of Insurance Commissioners NAIC id number: 65315 ) |
| Policy contract number | SA3-890LF018601 |
| Policy instance | 5 |
| LIBERTY LIFE ASSURANCE COMPANY OF BOSTON (National Association of Insurance Commissioners NAIC id number: 65315 ) |
| Policy contract number | GD3-890LF018601 |
| Policy instance | 4 |
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 753797 |
| Policy instance | 3 |
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 753797 |
| Policy instance | 2 |
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 835246 |
| Policy instance | 1 |
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 835246 |
| Policy instance | 1 |
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 753797 |
| Policy instance | 2 |
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 753797 |
| Policy instance | 3 |
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 753797 |
| Policy instance | 3 |
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 753797 |
| Policy instance | 2 |
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 835246 |
| Policy instance | 1 |
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 753797 |
| Policy instance | 3 |
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 753797 |
| Policy instance | 2 |
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 847354 |
| Policy instance | 1 |
