Form 5500 · Employee benefit plan · CLEVELAND, TN
LEE UNIVERSITY
LEE UNIVERSITY's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA and 1 other carrier. The plan's most recent policy period ended in October.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 62-0502739 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life, Disability | 457 | October | $51,037 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health | 462 | October | $2,943 |
Questions
Who is LEE UNIVERSITY's benefits broker?
Per its most recent Form 5500 Schedule A, LEE UNIVERSITY's broker of record is USI INSURANCE SERVICES LLC.
What insurance carrier does LEE UNIVERSITY use?
LEE UNIVERSITY's benefit plan is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, among 2 disclosed carriers.
When does LEE UNIVERSITY's group plan renew?
The most recent Schedule A policy period for LEE UNIVERSITY ended in October. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from LEE UNIVERSITY's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.