ALEX LEE, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ALEX LEE, INC. INDIVIDUAL DISABILITY INSURANCE PLA
401k plan membership statisitcs for ALEX LEE, INC. INDIVIDUAL DISABILITY INSURANCE PLA
| Measure | Date | Value |
|---|
| 2021: ALEX LEE, INC. INDIVIDUAL DISABILITY INSURANCE PLA 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-10-01 | 133 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-10-01 | 157 |
| Total of all active and inactive participants | 2021-10-01 | 157 |
| 2020: ALEX LEE, INC. INDIVIDUAL DISABILITY INSURANCE PLA 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-10-01 | 113 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-10-01 | 133 |
| Total of all active and inactive participants | 2020-10-01 | 133 |
| 2019: ALEX LEE, INC. INDIVIDUAL DISABILITY INSURANCE PLA 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-10-01 | 93 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-10-01 | 113 |
| Total of all active and inactive participants | 2019-10-01 | 113 |
| 2018: ALEX LEE, INC. INDIVIDUAL DISABILITY INSURANCE PLA 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-10-01 | 85 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-10-01 | 93 |
| Total of all active and inactive participants | 2018-10-01 | 93 |
| 2017: ALEX LEE, INC. INDIVIDUAL DISABILITY INSURANCE PLA 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-10-01 | 87 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-10-01 | 85 |
| Total of all active and inactive participants | 2017-10-01 | 85 |
| 2016: ALEX LEE, INC. INDIVIDUAL DISABILITY INSURANCE PLA 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-10-01 | 87 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-10-01 | 87 |
| Total of all active and inactive participants | 2016-10-01 | 87 |
| 2021: ALEX LEE, INC. INDIVIDUAL DISABILITY INSURANCE PLA 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. INDIVIDUAL DISABILITY INSURANCE PLA 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. INDIVIDUAL DISABILITY INSURANCE PLA 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. INDIVIDUAL DISABILITY INSURANCE PLA 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. INDIVIDUAL DISABILITY INSURANCE PLA 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. INDIVIDUAL DISABILITY INSURANCE PLA 2016 form 5500 responses |
|---|
| 2016-10-01 | Type of plan entity | Single employer plan |
| 2016-10-01 | First time form 5500 has been submitted | Yes |
| 2016-10-01 | Plan funding arrangement – Insurance | Yes |
| 2016-10-01 | Plan benefit arrangement – Insurance | Yes |
| PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 ) |
| Policy contract number | 167251 |
| Policy instance | 1 |
| Insurance contract or identification number | 167251 | | Number of Individuals Covered | 157 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2023-01-01 | | Total amount of commissions paid to insurance broker | USD $69,842 | | Total amount of fees paid to insurance company | USD $27,674 | | Other welfare benefits provided | INDIVIDUAL DISABILITY INSURANCE | | Welfare Benefit Premiums Paid to Carrier | USD $333,942 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $69,395 | | Amount paid for insurance broker fees | 27674 | | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION PAID | | Insurance broker organization code? | 3 |
|
| PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 ) |
| Policy contract number | 167251 |
| Policy instance | 1 |
| Insurance contract or identification number | 167251 | | Number of Individuals Covered | 133 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2022-01-01 | | Total amount of commissions paid to insurance broker | USD $49,516 | | Total amount of fees paid to insurance company | USD $1,822 | | Other welfare benefits provided | INDIVIDUAL DISABILITY INSURANCE | | Welfare Benefit Premiums Paid to Carrier | USD $250,438 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $48,536 | | Amount paid for insurance broker fees | 1822 | | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION PAID | | Insurance broker organization code? | 3 |
|
| PAUL REVERE VARIABLE ANNUITY INS. CO. (National Association of Insurance Commissioners NAIC id number: 67601 ) |
| Policy contract number | 167251 |
| Policy instance | 1 |
| Insurance contract or identification number | 167251 | | Number of Individuals Covered | 93 | | Insurance policy start date | 2019-10-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | INDIVIDUAL DISABILITY INSURANCE | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 ) |
| Policy contract number | 167251 |
| Policy instance | 2 |
| Insurance contract or identification number | 167251 | | Number of Individuals Covered | 113 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2021-01-01 | | Total amount of commissions paid to insurance broker | USD $54,876 | | Total amount of fees paid to insurance company | USD $857 | | Other welfare benefits provided | INDIVIDUAL DISABILITY INSURANCE | | Welfare Benefit Premiums Paid to Carrier | USD $211,886 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $53,878 | | Amount paid for insurance broker fees | 857 | | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION PAID | | Insurance broker organization code? | 3 |
|
| PAUL REVERE VARIABLE ANNUITY INS. CO. (National Association of Insurance Commissioners NAIC id number: 67601 ) |
| Policy contract number | 167251 |
| Policy instance | 1 |
| Insurance contract or identification number | 167251 | | Number of Individuals Covered | 93 | | Insurance policy start date | 2018-10-01 | | Insurance policy end date | 2019-09-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | INDIVIDUAL DISABILITY INSURANCE | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 0154483 |
| Policy instance | 1 |
| Insurance contract or identification number | 0154483 | | Number of Individuals Covered | 85 | | Insurance policy start date | 2017-10-01 | | Insurance policy end date | 2018-09-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | INDIVIDUAL DISABILITY INSURANCE | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
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