Lee Health System 403(b) match, vesting and fees
What Lee Health System's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Transamerica Retirement Solutions | Schedule C ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 244 defined-contribution plans in health care and social assistance with 10,000 to 49,999 participants.
| Lee Health System: employer contribution per participant | $443 | |
| Peer median | $2,155 |
| Lee Health System: average balance | $105,180 | |
| Peer median | $66,935 |
| Lee Health System: admin expenses ÷ assets | 0.03% | |
| Peer median | 0.08% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $1.3B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 19,783 | $1.3B | $5.4M | $443 | 0.03% | Not published | Form 5500 ↗ |
Other Lee Health System plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Retirement Plan for Former Employees of Cape Coral Medical Center, Inc.
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Bdo USA, P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Lee Health System match 401(k) contributions?
The match terms for the Lee Health System 403(b) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $5.4M in employer contributions, about $443 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Lee Health System 401(k) match vested?
The vesting schedule for the Lee Health System 403(b) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Lee Health System 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions. The plan administrator is Lee Health System, Inc..
I left Lee Health System. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Lee Health System, Inc., (239) 343-1555) or the recordkeeper, Transamerica Retirement Solutions. The Lee Health System old 401(k) page lists the contacts from every plan filing. Find an old Lee Health System 401(k)
Data from the public Form 5500 annual reports Lee Health System filed with the U.S. Department of Labor (plan years 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Lee Health System. Not financial advice. Report a correction · Methodology