Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
LEE ENTERPRISES, INC.
EIN 42-0823980newspapersLatest filing 2024
Plans
11
Retirement
2
$623.2M assets
Welfare
9
$2.0M premiums
Participants
9,950
Plans on this EIN
11 filings#018401k-$441.6M - 5,939 part#003TraditionalDB-$181.6M - 1,869 part#575Fully Insured-$1.2M - 4,630 lives#512Fully Insured-$308K - 4,630 lives#521Fully Insured-$143K - 79 lives#540Fully Insured-$135K - 337 lives#531Fully Insured-$108K - 3,878 lives#541Fully Insured-$49K - 575 lives#542Fully Insured-$16K - 71 lives#533Self Funded-0 lives#535Unknown-0 lives
Retirement portfolio analytics
2 plans aggregated / $623.2M assets / 7,808 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
71%top
- GREAT-WEST LIFE & ANNUITY INSURANCE71%
- (Not disclosed)29%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
9 plans / $2.0M premiums / 14,200 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.4M
- Life$1.2M
- Health$343K
- Long-term disability$308K
- Vision$108K
Carrier market share
Premium dollars by Schedule A carrier
87%top
- METROPOLITAN LIFE INSURANCE COMPANY87%
- UNITEDHEALTHCARE INSURANCE COMPANY7%
- AMERITAS LIFE INSURANCE CORP.6%
Broker market share
Schedule A broker compensation
83%top
- COTTINGHAM & BUTLER83%
- EMPYREAN BENEFITS14%
- EMPYREAN INSURANCE SERVICES, INC.3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#018
LEE ENTERPRISES, INC. EMPLOYEES RETIREMENT ACCOUNT PLAN
401k
Assets$441.6M
Participants5,939
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
LEE ENTERPRISES, INCORPORATED PENSION PLAN
TraditionalDB
Assets$181.6M
Participants1,869
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#575
LEE GROUP LIFE INSURANCE PLAN
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$1.2M
Covered lives4,630
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#512
LEE ENTERPRISES, INC GROUP LONG TERM DISABILITY INSURANCE
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$308K
Covered lives4,630
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#521
LEE RETIREE MEDICAL PLAN
Fully Insured - SIERRA HEALTH AND LIFE INSURANCE COMPANY, INC
Premiums$143K
Covered lives79
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#540
FOR EMPLOYEES OF LEE ENTERPRISES CRITICAL ILLNESS PLAN
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$135K
Covered lives337
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#531
LEE VISION PLAN
Fully Insured - AMERITAS LIFE INSURANCE CORP.
Premiums$108K
Covered lives3,878
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#541
FOR EMPLOYEES OF LEE ENTERPRISES VOLUNTARY GROUP ACCIDENT PLAN
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$49K
Covered lives575
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#542
FOR EMPLOYEES OF LEE ENTERPRISES HOSPITAL INDEMNITY PLAN
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$16K
Covered lives71
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#533
LEE ENTERPRISES INC GROUP DENTAL PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#535
THE HEALTH FLEXIBLE SPENDING COMPONENT OF THE LEE ENTERPRISES FLEXIBLE SPENDING PLAN
Unknown
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 018 | LEE ENTERPRISES, INC. EMPLOYEES RETIREMENT ACCOUNT PLAN | 401k | $441.6M | 5,939 | 2024 | |
| 003 | LEE ENTERPRISES, INCORPORATED PENSION PLAN | TraditionalDB | $181.6M | 1,869 | 2024 |
Welfare plans9
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 575 | LEE GROUP LIFE INSURANCE PLAN | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $1.2M | 4,630 | 2024 | |
| 512 | LEE ENTERPRISES, INC GROUP LONG TERM DISABILITY INSURANCE | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $308K | 4,630 | 2024 | |
| 521 | LEE RETIREE MEDICAL PLAN | Fully Insured | SIERRA HEALTH AND LIFE INSURANCE COMPANY, INC | $143K | 79 | 2024 | |
| 540 | FOR EMPLOYEES OF LEE ENTERPRISES CRITICAL ILLNESS PLAN | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $135K | 337 | 2024 | |
| 531 | LEE VISION PLAN | Fully Insured | AMERITAS LIFE INSURANCE CORP. | $108K | 3,878 | 2024 | |
| 541 | FOR EMPLOYEES OF LEE ENTERPRISES VOLUNTARY GROUP ACCIDENT PLAN | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $49K | 575 | 2024 | |
| 542 | FOR EMPLOYEES OF LEE ENTERPRISES HOSPITAL INDEMNITY PLAN | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $16K | 71 | 2024 | |
| 533 | LEE ENTERPRISES INC GROUP DENTAL PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 535 | THE HEALTH FLEXIBLE SPENDING COMPONENT OF THE LEE ENTERPRISES FLEXIBLE SPENDING PLAN | Unknown | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans