Form 5500 · Employee benefit plan · FORT MYERS, FL
LEE HEALTH SYSTEM, INC. D/B/A LEE HEALTH
LEE HEALTH SYSTEM, INC. D/B/A LEE HEALTH of FORT MYERS, FL spreads its employee benefits across 7 insurance carriers, according to its Form 5500 Schedule A. Its broker of record is MERCER HEALTH AND BENEFITS, LLC. Coverage is written through DELTA DENTAL INSURANCE COMPANY and 6 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 99-2646504 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 9 insured contracts covering health, dental, vision, life and disability; the largest, with DELTA DENTAL INSURANCE COMPANY, covers 24,968 people.
Reported premium across the insured contracts is $23,577,019, with $367,519 in disclosed broker commissions — about 1.6% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
MERCER HEALTH AND BENEFITS, LLC is the broker of record on 4 of the 9 contracts; the rest name a different broker or none.
7 carriers appear on the filing — DELTA DENTAL INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY, HUMANA INSURANCE COMPANY and MINNESOTA LIFE INSURANCE COMPANY among them — with DELTA DENTAL INSURANCE COMPANY writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| DELTA DENTAL INSURANCE COMPANY | Dental | 24,968 | December | $8,347,463 | $166,949 |
| METROPOLITAN LIFE INSURANCE COMPANY | — | 6,367 | December | $5,553,075 | $91,606 |
| METROPOLITAN LIFE INSURANCE COMPANY | Life | 10,782 | December | $2,676,349 | $44,453 |
| CONTINENTAL AMERICAN INSURANCE COMPANY | Health | 266 | December | $176,104 | $28,488 |
| MINNESOTA LIFE INSURANCE COMPANY | Life | 897 | December | $544,977 | $28,057 |
| ARAG INSURANCE COMPANY | — | 674 | December | $79,663 | $7,966 |
| HUMANA INSURANCE COMPANY | Vision | 10,784 | December | $1,022,316 | $0 |
| METROPOLITAN LIFE INSURANCE COMPANY | Disability | 7,020 | December | $4,888,979 | $0 |
| ESI EMPLOYEE ASSISTANCE GROUP | — | 15,581 | December | $288,093 | $0 |
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