Plan Ledger DOL Form 5500 · updated monthly

Lee Health System, Inc. D/B/A Lee Healthbenefits

Lee Health Employee Benefit Plan · FORT MYERS, FL · plan year 2025

Broker compensation reported · 2025
$477,020

Lee Health System, Inc. D/B/A Lee Health's benefits plans covered 16,043 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $477,020 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $30 per covered person, in the bottom quarter of employer plans that report broker pay. Brokers were paid 5.6x the $85,454 reported for 2024.

Insurance contracts · 20259
CONTINENTAL AMERICAN INSURANCE COMPANY · healthpremiums n/a · 266 covered
DELTA DENTAL INSURANCE COMPANY · dentalpremiums n/a · 24,968 covered
ESI EMPLOYEE ASSISTANCE GROUPpremiums n/a · 15,581 covered
METROPOLITAN LIFE INSURANCE COMPANY · ltdpremiums n/a · 7,020 covered
ARAG INSURANCE COMPANYpremiums n/a · 674 covered
MINNESOTA LIFE INSURANCE COMPANY · lifepremiums n/a · 897 covered
HUMANA INSURANCE COMPANY · visionpremiums n/a · 10,784 covered
METROPOLITAN LIFE INSURANCE COMPANY · stdpremiums n/a · 6,367 covered
METROPOLITAN LIFE INSURANCE COMPANY · lifepremiums n/a · 10,782 covered
Brokers & agents paid · 20252
MERCER HEALTH AND BENEFITS, LLC$426,030 · incl $94,965 fees
MERCER HEALTH AND BENEFITS ADMIN$50,990 · incl $14,536 fees
Also brokered by Mercer5
Caterpillar Inc. TX$2,036,432
V2X Inc. CO$1,841,238
Iqvia Inc. NC$1,823,161

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 992646504 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.