The Lee Company Group Life, Disability, Medical And Dental Plan — Form 5500 plan (The Lee Company)

Plain-English plan 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, The Lee Company Group Life, Disability, Medical And Dental Plan is a benefit plan reported by The Lee Company under EIN 06-0639381 and plan number 504. The latest loaded filing year is 2023. The filing reports 1,058 participants and $2,177,280 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Lee Company
EIN
06-0639381
Plan number
504
Plan type
2
Location
Westbrook, CT
Latest filing year
2023
Participants
1,058
End-of-year plan assets
$2,177,280

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,058H, C20250613163951NAL0051676482001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,177,280
Total liabilities (EOY)
$2,177,280
Net assets (EOY)
$0
Net assets (BOY)
$0

Income & contributions

Employer contributions
$28,474,208
Participant contributions
$130,127
Total contributions
$28,604,335
Total income / additions
$28,604,335

Expenses & distributions

Benefits paid
$27,958,762
Administrative expenses
$645,573
Total expenses
$28,604,335
Net increase / (decrease)
$0

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Anthem Health Plans, Inc.VARIOUS SERVICES$865,880$65,4602023

Related Form 5500 pages