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Form 5500 · Employee benefit plan · LEE, MA

LEE BANK

LEE BANK of LEE, MA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is MATTHEW SCARAFONI, MMLIS. Coverage is written through MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY and 1 other carrier. 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 04-3158399 · plan 002 · as of Jul 2026

Participants
127
Carriers on file
2
Disclosed commissions
$6,161
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY39December$6,090
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY2December$71

Questions

Who is LEE BANK's benefits broker?

Per its most recent Form 5500 Schedule A, LEE BANK's broker of record is MATTHEW SCARAFONI, MMLIS.

What insurance carrier does LEE BANK use?

LEE BANK's benefit plan is written through MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY, among 2 disclosed carriers.

When does LEE BANK's group plan renew?

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

Where does this data come from?

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