form5500lookup

Form 5500 · Retirement plan · FORT MYERS, FL

LEE HEALTH SYSTEM, INC.

The filing calls this plan LEE HEALTH SYSTEM 403(B) RETIREMENT PLAN.

LEE HEALTH SYSTEM, INC. of FORT MYERS, FL's retirement plan holds 2 insurance-company contracts (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Insurance company
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 99-2646504 · plan 001 · plan year 2024, filed Jun 23, 2025

Participants at the start of the year
20,311
Contracts on file
2
Contract value
$131,919,328
Plan year end
December

Plan brief

Schedule A lists 2 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY.

The contracts held $131,919,328 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANYAnnuity / GIC12,176December$930,135$0
TRANSAMERICA LIFE INSURANCE COMPANYAnnuity / GIC12,176December$130,989,193$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

TRANSAMERICA RETIREMENT SOLUTIONS
Claims processing · Recordkeeping and information management · EIN 13-3689044
$184,455
paid directly by the plan
NATIONAL FINANCIAL SERVICES
SECURITIES BROKER · EIN 04-3523567
$0
paid directly by the plan

Named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$1,280,676,448
Paid out in benefits
$30,653,412
Participants at the start of the year
20,311
Participants with account balances
12,176

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

RecordkeeperEIN 13-3689044
TRANSAMERICA RETIREMENT SOLUTIONS

Named on Schedule C of this filing.

Other plans filed by this employer

Lee Health Employee Benefit PlanInsured benefit plan · 9 Schedule A contractsRenews ~Jan 1plan 002Form 5500 filing · no insured Schedule A contracts

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