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Sponsor portfolioWelfare / HealthEIN 99-2646504

LEE HEALTH SYSTEM, INC. D/B/A LEE HEALTH

6630 ORION DRIVE, SUITE 102 · FORT MYERS, FL 33912
2393431555
Plans filed
1
Years active
2024–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$23.6M
No prior year
Persons covered
24,968
No prior year
Total participants
16,192
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$23.6M
LEE HEALTH EMPLOYEE BENEFIT PLAN
Fully insured24,968 covered·7 carriers
Primary: DELTA DENTAL INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$8.3M31.6%
Short-term disability$5.6M21.0%
Long-term disability$4.9M18.5%
Life$3.2M12.2%
Other$3.2M12.2%
Vision$1.0M3.9%
Health$176K0.7%

Carrier overview

7 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
LSTDLTDOth
$13.1M55.6%1310,782
DELTA DENTAL OF CALIFORNIA
EIN 942761537
D
$8.3M35.4%1124,968
HUMANA INSURANCE COMPANY
EIN 391263473
V
$1.0M4.3%1110,784
SECURIAN LIFE INSURANCE COMPANY
EIN 410417830
L
$545K2.3%11897
ESI EMPLOYEE ASSISTANCE GROUP
EIN 222762686
Oth
$288K1.2%1115,581
AFLAC
EIN 570514130
HOth
$176K0.7%11266
ARAG INSURANCE COMPANY
EIN 421338303
Oth
$80K0.3%11674

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MERCER HEALTH AND BENEFITS, LLCMINNEAPOLIS, MNCONTINENTAL AMERICAN INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY, DELTA DENTAL INSURANCE COMPANY, MINNESOTA LIFE INSURANCE COMPANY, ARAG INSURANCE COMPANY$368K$110K$477K100.0%1

History & trajectory

2 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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