2023 Form 5500 filing — Lee Insurance Services Employee Benefit Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241230093012NAL0016037953001) for Lee Insurance Services Employee Benefit Plan, reported by Lee Insurance Services under EIN 26-0155442 and plan number 501. It reports 3 participants. Attached schedules in the loaded dataset include Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241230093012NAL0016037953001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lee Insurance Services
- EIN
- 26-0155442
- Plan number
- 501
- Location
- Dallas, TX
- Participants
- 3
- Schedules available
- Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
This 2023 filing is loaded, but detailed Schedule H/I financial figures are not present for it in the current loaded dataset. Participant counts and filing identity above are reported; asset and contribution detail comes from the financial schedules where filed.
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Orchestratehr | TPA | $4,428 | not reported in the loaded dataset |
| Ebenconcepts Company | CONSULTANT | $1,080 | not reported in the loaded dataset |
| Cigna Health & Life Insurance Compa | PPO NETWORK FEES | $788 | not reported in the loaded dataset |