Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$3.4M
- Health$2.9M
- Prescription drug$2.9M
- Dental$429K
- Vision$429K
- Life$429K
- +2 more
Sponsor portfolio
LEE UNIVERSITY
EIN 62-0502739higher educationLatest filing 2025
Plans
2
Retirement
1
$66.5M assets
Welfare
1
$3.4M premiums
Participants
1,538
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.4M premiums / 462 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY87%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA13%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
LEE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLA
403b
Assets$66.5M
Participants1,081
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
LEE UNIVERSITY EMPLOYEE BENEFITS PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$3.4M
Covered lives462
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LEE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLA | 403b | $66.5M | 1,081 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | LEE UNIVERSITY EMPLOYEE BENEFITS PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $3.4M | 462 | 2025 |
Retirement plans
Welfare plans