Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$2.4M
- Other$2.4M
- Short-term disability$2.3M
- Long-term disability$2.3M
- Dental$1.2M
- Vision$251K
- +1 more
Sponsor portfolioTH
LEE HEALTH SYSTEM, INC.
EIN 99-2646504Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
1
$1.28B assets
Welfare
1
$4.0M premiums
Participants
35,217
6630 ORION DRIVE, SUITE 102 - FORT MYERS, FL 33912239-343-1555
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.0M premiums / 24,736 covered livesCarrier market share
Premium dollars by Schedule A carrier
58%top
- HARTFORD LIFE AND ACCIDENT58%
- DELTA DENTAL OF CALIFORNIA31%
- HUMANA INSURANCE COMPANY6%
- 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
Welfare#501
LEE HEALTH EMPLOYEE BENEFIT PLAN
Fully Insured - HARTFORD LIFE AND ACCIDENT
Premiums$4.0M
Covered lives24,736
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LEE HEALTH SYSTEM 403(B) RETIREMENT PLAN | 403b | $1.28B | 19,783 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LEE HEALTH EMPLOYEE BENEFIT PLAN | Fully Insured | HARTFORD LIFE AND ACCIDENT | $4.0M | 24,736 | 2024 |
Retirement plans
Welfare plans