2023 Form 5500 filing — The Lee Company Group Life, Disability, Medical And Dental Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250613163951NAL0051676482001) for The Lee Company Group Life, Disability, Medical And Dental Plan, reported by The Lee Company under EIN 06-0639381 and plan number 504. It reports 1,058 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250613163951NAL0051676482001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Lee Company
- EIN
- 06-0639381
- Plan number
- 504
- Location
- Westbrook, CT
- Participants
- 1,058
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,177,280
- Total liabilities (EOY)
- $2,177,280
- Net assets (EOY)
- $0
- Employer contributions
- $28,474,208
- Participant contributions
- $130,127
- Total income / additions
- $28,604,335
- Benefits paid
- $27,958,762
- Administrative expenses
- $645,573
- Total expenses
- $28,604,335
- Net increase / (decrease)
- $0
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Anthem Health Plans, Inc. | VARIOUS SERVICES | $865,880 | $65,460 |