Lee Enterprises, Inc. — Form 5500 filings & benefit plans
Form 5500 plan sponsor summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Lee Enterprises, Inc. (EIN 42-0823980) is a plan sponsor located in Davenport, IA with 4 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 42-0823980
- Location
- Davenport, IA
- Loaded plans
- 10
- Total reported participants
- 24,351
- Total reported plan assets (EOY)
- $656,006,896
- Plans with financial data
- 4
- Plans with provider compensation
- 3
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Lee Enterprises, Inc. Employees Retirement Account Plan | 018 | 6,891 | $447,276,243 | 2023 |
| Lee Enterprises, Incorporated Pension Plan | 003 | 1,948 | $181,636,643 | 2023 |
| Lee Retiree Medical Plan | 521 | 82 | $26,753,742 | 2023 |
| Lee Enterprises Inc Group Dental Plan | 533 | 2,542 | $340,268 | 2023 |
| Lee Group Life Insurance Plan | 575 | 5,859 | not reported in the loaded dataset | 2023 |
| Lee Enterprises, Inc Group Long Term Disability Insurance | 512 | 3,394 | not reported in the loaded dataset | 2023 |
| Lee Vision Plan | 531 | 2,199 | not reported in the loaded dataset | 2023 |
| The Health Flexible Spending Component Of The Lee Enterprises Flexible Spending Plan | 535 | 487 | not reported in the loaded dataset | 2023 |
| For Employees Of Lee Enterprises Voluntary Group Accident Plan | 541 | 483 | not reported in the loaded dataset | 2023 |
| For Employees Of Lee Enterprises Critical Illness Plan | 540 | 466 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Lee Enterprises, Inc. Employees Retirement Account Plan | 6,891 | H, C | 20241015093905NAL0016072723001 |
| 2023 | Lee Group Life Insurance Plan | 5,859 | — | 20241015112048NAL0055743362001 |
| 2023 | The Health Flexible Spending Component Of The Lee Enterprises Flexible Spending Plan | 487 | — | 20241015112155NAL0028185233001 |
| 2023 | For Employees Of Lee Enterprises Voluntary Group Accident Plan | 483 | — | 20241015112158NAL0028185393001 |
| 2023 | Lee Enterprises, Inc Group Long Term Disability Insurance | 3,394 | — | 20241015112317NAL0047556608001 |
| 2023 | For Employees Of Lee Enterprises Critical Illness Plan | 466 | — | 20241015112318NAL0014477091001 |
| 2023 | Lee Vision Plan | 2,199 | — | 20241015114044NAL0028223057001 |
| 2023 | Lee Enterprises Inc Group Dental Plan | 2,542 | H, C | 20241015225751NAL0015500339004 |