Sponsor portfolioTH

LEE COUNTY ELECTRIC COOPERATIVE, INC.

EIN 59-0329555utilitiesLatest filing 2025

Plans

Retirement

$123.5M assets

Welfare

$896K premiums

Participants

1,653

4980 BAYLINE DRIVE - NORTH FORT MYERS, FL 33917239-995-2121LinkedIn11-50 employeesutilities

Plans on this EIN

3 filings

#001401k-$67.6M - 557 part #003CashBalance-$55.9M - 628 part #505Mixed-$896K - 880 lives

Retirement portfolio analytics

2 plans aggregated / $123.5M assets / 1,185 participants

Assets by plan

Share of aggregate retirement assets

55%top

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched

55%top

JOHN HANCOCK LIFE INSURANCE COMPANY55%
(Not disclosed)45%

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

78%top

UNITED OF OMAHA LIFE INSURANCE COMPANY78%
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA18%
EYEMED VISION CARE4%

Broker market share

Schedule A broker compensation

Split broker

83%top

DIGITAL INSURANCE LLC83%
CENTRO BENEFITS RESEARCH LLC10%
PLANSOURCE BEN ADMINISTRATION INC5%
ENROLLEASE2%

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.

Retirement#001

LCEC 401(K) PLAN

401k

Assets$67.6M

Participants557

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Retirement#003