Lee Insurance Services Employee Benefit Plan — Form 5500 plan (Lee Insurance Services)
Plain-English plan 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 Insurance Services Employee Benefit Plan is a benefit plan reported by Lee Insurance Services under EIN 26-0155442 and plan number 501. The latest loaded filing year is 2023. The filing reports 3 participants and not reported in the loaded dataset in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lee Insurance Services
- EIN
- 26-0155442
- Plan number
- 501
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- not reported in the loaded dataset
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | C | 20241230093012NAL0016037953001 |
Reported financial statement
This plan is loaded, but Schedule H / I financial-statement detail is not present for it in the current loaded dataset.
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Orchestratehr | TPA | $4,428 | not reported in the loaded dataset | 2023 |
| Ebenconcepts Company | CONSULTANT | $1,080 | not reported in the loaded dataset | 2023 |
| Cigna Health & Life Insurance Compa | PPO NETWORK FEES | $788 | not reported in the loaded dataset | 2023 |