Lee Insurance Services Inc
Ocala, FL
Lee Insurance Services Inc of Ocala, FL is the broker of record on 3 Form 5500 Schedule A filings covering 3 employer benefit plans across 2 states, with $4,522 in reported broker commissions (plan year 2024).
Employer clients
Plan sponsors naming Lee Insurance Services Inc on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Dz Block, Inc | FL | 215 | 2025-07-31 |
| Staley Steele LLC | TX | 153 | 2024-12-31 |
| West To West Construction, LLC | FL | 122 | 2025-03-31 |
Know who holds the account, and when it renews.
Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal date — from Form 5500 Schedule A, joined to funding rounds, executive hires and layoff notices.
Other benefits brokers in Florida
Form 5500 Schedule A Part 1 (broker of record), 2024–2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.