Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
LEE HEALTH SYSTEM, INC.
EIN 99-2646504Health Care and Social AssistanceLatest filing 2025
Plans
3
Retirement
2
$1.31B assets
Welfare
1
$23.6M premiums
Participants
36,843
6630 ORION DR., SUITE 102 - FORT MYERS, FL 33912239-343-1555
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $1.31B assets / 20,651 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $23.6M premiums / 24,968 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$8.3M
- Short-term disability$5.6M
- Long-term disability$4.9M
- Life$3.2M
- Other$3.2M
- Vision$1.0M
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
56%top
- METROPOLITAN LIFE INSURANCE COMPANY56%
- DELTA DENTAL OF CALIFORNIA35%
- HUMANA INSURANCE COMPANY4%
- SECURIAN LIFE INSURANCE COMPANY2%
- ESI EMPLOYEE ASSISTANCE GROUP1%
- +2 more
Broker market share
Schedule A broker compensation
100%top
- MERCER HEALTH AND BENEFITS, 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 HEALTH SYSTEM 403(B) RETIREMENT PLAN
403b
Assets$1.28B
Participants19,783
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
RETIREMENT PLAN FOR FORMER EMPLOYEES OF CAPE CORAL MEDICAL CENTER, INC.
TraditionalDB
Assets$27.8M
Participants868
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LEE HEALTH EMPLOYEE BENEFIT PLAN
Fully Insured - DELTA DENTAL INSURANCE COMPANY
Premiums$23.6M
Covered lives24,968
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LEE HEALTH SYSTEM 403(B) RETIREMENT PLAN | 403b | $1.28B | 19,783 | 2024 | |
| 002 | RETIREMENT PLAN FOR FORMER EMPLOYEES OF CAPE CORAL MEDICAL CENTER, INC. | TraditionalDB | $27.8M | 868 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LEE HEALTH EMPLOYEE BENEFIT PLAN | Fully Insured | DELTA DENTAL INSURANCE COMPANY | $23.6M | 24,968 | 2025 |
Retirement plans
Welfare plans