The LEE Company
Overview
The LEE Company sponsors a self-funded health plan that covered 1,105 participants in plan year 2024. The plan year starts in September. Alongside medical, its benefits filing reports life insurance, dental, vision, short-term disability, and more.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 1,105
- Plan year
- Begins September 1 · next renewal September 2027
- Health plans filed
- The LEE Company Group Life, Disability, Medical and Dental Plan, plan 504 (1,105 participants)
- Stop-loss carrier
- Anthem Health Plans, Inc.; United of Omaha Life Insurance Company
- Broker compensation
- $138K across insured contracts
Insurance carriers
Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.
| Carrier | Coverage | Covered | Premium | Broker comp |
|---|---|---|---|---|
| Anthem Health Plans, Inc. | Vision, Stop-loss | 1,112 | $1.8M | $9K |
| United of Omaha Life Insurance Company | Life, Long-term disability, Stop-loss | 1,094 | $606K | $129K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 1,105 participants × $2,371 national average per member. Usually higher once dependents are counted.
Typical savings opportunity found in independent reviews of plans this size.
Form 5500 filing details
- Filing
- Form 5500 with Schedule A, plan year 2024
- Plan sponsor
- The LEE Company
- Sponsor EIN
- 06-0639381
- Plan number
- 504
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 06-0639381 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- The LEE Company Profit Sharing Plan
- Type
- Defined contribution plan
- Participants
- 1,469
About this data
Source: The LEE Company's Form 5500 filing for plan year 2024 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with The LEE Company.