Lee Insurance Services Inc
Ocala, FL
Lee Insurance Services Inc of Ocala, FL is the broker of record on 4 Form 5500 Schedule A filings covering 3 employer benefit plans across 2 states, with $4,943 in reported broker commissions (plan year 2025).
Quick answer
Lee Insurance Services Inc (Ocala, FL) is the broker of record for 3 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Lee Insurance Services Inc have?
- Lee Insurance Services Inc is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 2 states.
- Who are Lee Insurance Services Inc's largest employer clients?
- By plan participants, the largest include Dz Block, Inc (215 participants), Staley Steele LLC (205 participants) and West To West Construction, LLC (122 participants).
- How much does Lee Insurance Services Inc earn in commissions?
- Insurers reported $4,943 in broker commissions paid to Lee Insurance Services Inc for plan year 2025, per Schedule A Part 1.
- Where is Lee Insurance Services Inc located?
- Lee Insurance Services Inc is based in Ocala, FL and has employer clients in 2 states.
Source: Fundz verified event record.
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 | 205 | 2025-12-31 |
| West To West Construction, LLC | FL | 122 | 2025-03-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 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.