Plan5500

Lee County Electric Cooperative, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Lee County Electric Cooperative, Inc. (EIN 59-0329555) is a plan sponsor located in North Fort Myers, FL with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
59-0329555
Location
North Fort Myers, FL
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Lee County Electric Cooperative, Inc.

  • 3 loaded plans hold $109.3M in reported assets.
  • The largest, Lcec 401(K) Plan, holds 52% of this company's reported plan assets.
  • Plans cover 1,438 reported participants.
  • 2 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$109.3MSummed across loaded plans$109,267,549
Total reported assets$109.3M$109,267,549
Total reported participants1.4K1,438
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$109.3M total assets
Net assets$109.3MLiabilities$0
Contributions & income
Employer contributions$5.5M
Participant contributions$3.5M
Total income / additions$22.4M
Expenses & distributions
Benefits paid / distributions$6.9M
Total expenses$7.3M
Net increase / (decrease)$15.1M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets52%Lcec 401(K) Plan
Participants per plan479Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Lcec 401(K) Plan$57.3M
    Plan #001 · 472 participants · 2023
  2. 2
    Lee County Electric Cooperative, Inc. Retirement Plan$52M
    Plan #003 · 574 participants · 2023
  3. 3
    Lee County Electric Cooperative, Inc. Welfare Benefit Plannot reported in the loaded dataset
    Plan #505 · 392 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Lee County Electric Cooperative, Inc.. Open one for its full reported snapshot.

  1. 2023
    Lee County Electric Cooperative, Inc. Welfare Benefit Plan392 participants · 2No schedules
    View filing →
  2. 2023
    Lcec 401(K) Plan472 participants · 2Sch HSch C
    View filing →
  3. 2023
    Lee County Electric Cooperative, Inc. Retirement Plan574 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Lee County Electric Cooperative, Inc. report on Form 5500?
Lee County Electric Cooperative, Inc. (EIN 59-0329555) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Lee County Electric Cooperative, Inc.?
The Employer Identification Number (EIN) reported for Lee County Electric Cooperative, Inc. is 59-0329555.
What is the latest Form 5500 filing year for Lee County Electric Cooperative, Inc.?
The latest loaded Form 5500 filing year for Lee County Electric Cooperative, Inc. is 2023.

Related Form 5500 pages