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Form 5500 · Employee benefit plan · REDLANDS, CA

LEE & ASSOCIATES

LEE & ASSOCIATES of REDLANDS, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is HIGGINBOTHAM INSURANCE AGENCY. Coverage is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY and 9 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 46-4432979 · plan 501 · as of Jul 2026

Participants
166
Carriers on file
10
Disclosed commissions
$34,400
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
CIGNA HEALTH AND LIFE INSURANCE COMPANYHealth, Dental, Vision245December$15,885
UNITED OF OMAHA LIFE INSURANCE COMPANYLife53December$4,266
UNITED OF OMAHA LIFE INSURANCE COMPANYDisability29December$3,120
UNITED OF OMAHA LIFE INSURANCE COMPANYLife124December$2,550
UNITED OF OMAHA LIFE INSURANCE COMPANYDisability64December$1,866
UNITED OF OMAHA LIFE INSURANCE COMPANY37December$1,723
UNITED OF OMAHA LIFE INSURANCE COMPANY56December$1,487
UNITED OF OMAHA LIFE INSURANCE COMPANY22December$1,282
UNITED OF OMAHA LIFE INSURANCE COMPANY56December$1,130
UNITED OF OMAHA LIFE INSURANCE COMPANY26December$1,091

Questions

Who is LEE & ASSOCIATES's benefits broker?

Per its most recent Form 5500 Schedule A, LEE & ASSOCIATES's broker of record is HIGGINBOTHAM INSURANCE AGENCY.

What insurance carrier does LEE & ASSOCIATES use?

LEE & ASSOCIATES's benefit plan is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY, among 10 disclosed carriers.

When does LEE & ASSOCIATES's group plan renew?

The most recent Schedule A policy period for LEE & ASSOCIATES ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from LEE & ASSOCIATES's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.