Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$405K
- Stop-loss$405K
- Dental$133K
- Life$59K
- Short-term disability$40K
- Long-term disability$34K
- +2 more
Sponsor portfolioTH
LEE FP, INC. DBA CYPRESS LIVING
EIN 65-0184989Latest filing 2025
Plans
2
Retirement
1
$13.7M assets
Welfare
1
$715K premiums
Participants
1,056
16451 HEALTHPARK COMMONS DR - FORT MYERS, FL 339086690239-349-3282
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $715K premiums / 356 covered livesCarrier market share
Premium dollars by Schedule A carrier
57%top
- HCC LIFE INSURANCE COMPANY57%
- UNITED OF OMAHA LIFE INSURANCE COMPANY43%
Broker market share
Schedule A broker compensation
54%top
- BALDWIN KRYSTYN SHERMAN PARTNERS54%
- WATCHTOWER BENEFITS, LLC38%
- SHERMAN PTNRS LLC7%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CYPRESS 401(K) PLAN
401k
Assets$13.7M
Participants700
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510
LEE FP, INC. DBA CYPRESS LIVING EMPLOYEE WELFARE BENEFITS PLAN.
Fully Insured - HCC LIFE INSURANCE COMPANY
Premiums$715K
Covered lives356
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CYPRESS 401(K) PLAN | 401k | $13.7M | 700 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 510 | LEE FP, INC. DBA CYPRESS LIVING EMPLOYEE WELFARE BENEFITS PLAN. | Fully Insured | HCC LIFE INSURANCE COMPANY | $715K | 356 | 2025 |
Retirement plans
Welfare plans