Filings through Oct 24, 2026.

Top hat

Lee County Electric Cooperative, Inc.

EIN 59-0329555utilitiesLatest filing 2025

Plans

Retirement

$141.5M assets

Health & Benefits

$896K premiums

Participants

1,698

4980 BAYLINE DRIVE - NORTH FORT MYERS, FL 33918239-995-2121LinkedIn11-50 employeesutilities

Plans on this EIN

3 filings

#001401(k)-$78.1M - 560 part #003Cash balance-$63.4M - 670 part #505Mixed-$896K - 880 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $141.5M assets / 1,230 participants

Assets by plan

Share of aggregate retirement assets

LCEC 401(K) (#001)$78.1M
INC. RETIREMENT PLAN (#003)$63.4M

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched

JOHN HANCOCK LIFE INSURANCE COMPANY$78.1M
(Not disclosed)$63.4M

Participants by plan

Active + retired + deferred vested

Benefits portfolio analytics

1 plan / $896K premiums / 880 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Other$860K
Life$700K
Short-term disability$700K
Long-term disability$700K
Dental$160K
Vision$36K

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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

LCEC 401(K) PLAN

401(k)

Assets$78.1M

Participants560

On the plan page

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan

Retirement#003