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Benefits Intelligence/Broker Directory/Texas

Lakey, Lee W

Houston, TX

Lakey, Lee W of Houston, TX is the broker of record on 5 Form 5500 Schedule A filings covering 2 employer benefit plans, with $26,702 in reported broker commissions (plan year 2024).

Employer clients
2
distinct plan sponsors
Schedule A filings
5
States served
1
Reported commissions
$26,702
plan year 2024

Employer clients

Plan sponsors naming Lakey, Lee W on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Rhodes CollegeTN7782024-12-31
Alliance Healthcare ServicesTN5102024-12-31
Alliance Healthcare ServicesTN4242021-12-31

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Form 5500 Schedule A Part 1 (broker of record), 2024–2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.