Employer · plans filed under one EIN
Lee Health System, Inc.
Fort Myers, FL · Health care and social assistance
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.
2 retirement plans with 100 or more participants file Form 5500 under Lee Health System, Inc.'s employer identification number (Fort Myers, Florida). Their latest filings total 20,651 participant records and $1.31B in net assets.
The largest is Lee Health System 403(b) Retirement Plan, a 403(b) plan with 19,783 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $6.3M and participant contributions $10.2M in the latest plan years; benefits paid were $33.4M. Schedule C compensation reported to service provider organisations totalled $303K.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| Lee Health System 403(b) Retirement Plan | 403(b) plan | 2024 | 19,783 | $1.28B | $64,736 | $313 | $185K |
| Retirement Plan for Former Employees of Cape Coral Medical Center, Inc. | defined benefit pension plan | 2024 | 868 | $27.8M | $31,978 | $29,684 | $118K |
| US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244. | |||||||
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| Transamerica Retirement Solutions | Claims processing; Recordkeeping and information management; Investment management; Participant loan processing | 1 | $184,455 |
| The Northern Trust Company | Trustee (bank, trust company, or similar financial institution) | 1 | $99,391 |
| The Baldwin Group Wealth Advisors, | Investment advisory (plan) | 1 | $18,750 |
| Charles Schwab & Co., Inc. | Securities brokerage | 1 | $674 |
| National Financial Services | Securities brokerage | 1 | $0 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does Lee Health System, Inc. have?
2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Lee Health System 403(b) Retirement Plan and Retirement Plan for Former Employees of Cape Coral Medical Center, Inc.. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does Lee Health System, Inc. contribute to its plans?
$6,347,203 in employer contributions across these plans in their latest plan years, about $368 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name Transamerica Retirement Solutions, The Northern Trust Company, The Baldwin Group Wealth Advisors, and Charles Schwab & Co., Inc. and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.