Back to filter
Original filing (PDF)20250623132312NAL0003563811002
LEE HEALTH SYSTEM, INC.
Form 5500
FILING_RECEIVED
LEE HEALTH SYSTEM 403(B) RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No auditor on file
Active participants
17,223
Accounts w/ balance
12,176
Plan assets (EOY)
$1.3B
Net assets (EOY)
$1.3B
How this plan invests
This plan
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
Helping the score
- Below-peer total fees (1 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEE HEALTH SYSTEM, INC..
Plan sponsor
Name
LEE HEALTH SYSTEM, INC.
EIN
99-2646504
Address
6630 ORION DRIVE · SUITE 102 · FORT MYERS, FL · 33912
Phone
(239) 343-1555
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-11-01
Tax period
2024-12-31
Filed
2025-06-23
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $184K | — |
Broker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC | 94-1737782 | — | SECURITIES BROKER | $674 | — |
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Investments
39 direct securities· $1.3B(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Instl Index Instl Plus | — | — | — | $137.8M | 10.8% | |
| Transamerica Life Ins Co Transamerica Guaranteed Inv Option | — | — | — | $131.0M | 10.2% | |
| Vanguard Target Retrmnt 2030 | — | — | — | $91.4M | 7.1% | |
| Vanguard Target Retrmnt 2035 | — | — | — | $81.4M | 6.4% | |
| Vanguard Target Retrmnt 2025 | — | — | — | $79.5M | 6.2% | |
| Vanguard Gr Index Instl | — | — | — | $67.8M | 5.3% | |
| Vanguard Target Retrmnt 2040 | — | — | — | $66.0M | 5.2% | |
| Vanguard US Gr Admiral | — | — | — | $62.1M | 4.9% | |
| Vanguard Target Retrmnt 2045 | — | — | — | $56.5M | 4.4% | |
| Vanguard Target Retrmnt 2050 | — | — | — | $56.2M | 4.4% | |
| Vanguard Target Retrmnt 2055 | — | — | — | $42.0M | 3.3% | |
| Vanguard Val Index Instl | — | — | — | $34.1M | 2.7% | |
| Vanguard Treasury Money Market Inv | — | — | — | $30.2M | 2.4% | |
| Vanguard Target Retrmnt 2020 | — | — | — | $26.2M | 2.0% | |
| T. Rowe Price T. Rowe Price Mid Cap Gr | — | — | — | $25.1M | 2.0% | |
| Fidelity Intl Index | — | — | — | $24.2M | 1.9% | |
| T. Rowe Price T. Rowe Price Spectrum Mod Gr Alloc | — | — | — | $23.3M | 1.8% | |
| Vanguard Total Bd Mkt Index Instl | — | — | — | $22.0M | 1.7% | |
| American Funds American Funds American Balanced R6 | — | — | — | $20.2M | 1.6% | |
| Vanguard Target Retrmnt Inc | — | — | — | $17.1M | 1.3% | |
| American Funds American Funds EuroPacific Gr R5E | — | — | — | $16.8M | 1.3% | |
| Vanguard Target Retrmnt 2060 | — | — | — | $15.2M | 1.2% | |
| Vanguard Small Cap Gr Index Instl | — | — | — | $14.7M | 1.1% | |
| T. Rowe Price T Rowe Price Prsnl Spctrm Mod Allc | — | — | — | $13.2M | 1.0% | |
| Transamerica Capital, Inc. Transamerica Core Bd R4 | — | — | — | $12.8M | 1.0% | |
| Vanguard Small Cap Val Index I | — | — | — | $12.7M | 1.0% | |
| Vanguard Small Cap Index Inst | — | — | — | $12.2M | 1.0% | |
| Blackrock Inf Protected Bd Instl | — | — | — | $12.1M | 0.9% | |
| American Funds American Fds American Hi Inc Tr R6 | — | — | — | $11.3M | 0.9% | |
| Participants Notes Receivable with interest rates of 6.00% to 9.00% | — | — | — | $10.8M | 0.8% | |
| Charles Schwab Instl Personal Choice Retment Account | — | — | — | $10.4M | 0.8% | |
| Vanguard Selected Val | — | — | — | $9.8M | 0.8% | |
| Vanguard REIT Index Instl | — | — | — | $9.3M | 0.7% | |
| Fidelity Extended Market Index | — | — | — | $8.1M | 0.6% | |
| Vanguard Windsor Adm | — | — | — | $6.8M | 0.5% | |
| Vanguard Target Retrmnt 2065 Inv | — | — | — | $4.4M | 0.3% | |
| T. Rowe Price T. Rowe Price Spectrum Consv Alloc | — | — | — | $3.8M | 0.3% | |
| Transamerica Financial Life Ins. Co. Insurance Company/General Account | — | — | — | $930K | <0.1% | |
| Vanguard Target Retrmnt 2070 Inv | — | — | — | $764K | <0.1% |