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 |
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2021: ALEX LEE INC. EMPLOYEE, DEPENDENT LIFE INSURANCE AND AD&D PLAN 2021 401k membership |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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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