Lee Health System pension plans

Lee Health System, Inc., Fort Myers, FL. EIN 99-2646504. Annual reports 2024–2024.

Lee Health System, Inc. has 2 active retirement plans on file. The largest is the Lee Health System 403(b) Retirement Plan, with 19,783 participants and $1.3 billion in assets in 2024. Transamerica is its recordkeeper.

Active plans: 2
Participants: 20,651
Plan assets: $1.3 billion
401(k) recordkeeper: Transamerica
Plans on file: 2
Industry: Health care

All 2 plans

Active plans first

Lee Health System 403(b) Retirement Plan

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 99-2646504
Participants (2024): 19,783
Net assets (2024): $1.3 billion
Recordkeeper: Transamerica2024
Plan administrator: Lee Health System, Inc.
6630 Orion Drive, Suite 102
Fort Myers, FL 33912
(239) 343-1555As filed for 2024
In effect since: November 1, 1982

Retirement Plan for Former Employees of Cape Coral Medical Center, Inc.

Pension (defined benefit), frozenActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 99-2646504
Participants (2024): 868
Net assets (2024): $27.8 million
Plan administrator: Lee Health System, Inc.
6630 Orion DR., Suite 102
Fort Myers, FL 33912
(239) 343-1555As filed for 2024
In effect since: July 1, 1993

If you had money in one of these plans

Call Transamerica (transamerica.com), which runs the Lee Health System 403(b) Retirement Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((239) 343-1555). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

Lee Health System 403(b) Retirement Plan

Retirement Plan for Former Employees of Cape Coral Medical Center, Inc.

If you had money in one of these plans

What these numbers are

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