Lisa S Lee
Morton, MS
Lisa S Lee of Morton, MS is the broker of record on 19 Form 5500 Schedule A filings covering 10 employer benefit plans across 3 states, with $1,303,707 in reported broker commissions (plan year 2025).
Quick answer
Lisa S Lee (Morton, MS) is the broker of record for 10 employer benefit plan sponsors on 19 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Lisa S Lee have?
- Lisa S Lee is named as broker on Form 5500 Schedule A filings for 10 distinct plan sponsors in 3 states.
- Who are Lisa S Lee's largest employer clients?
- By plan participants, the largest include Yates Services, LLC (1,913 participants), W. G. Yates & Sons Construction Company & Affiliated Companies (1,309 participants) and Bankplus (979 participants).
- How much does Lisa S Lee earn in commissions?
- Insurers reported $1.3 million in broker commissions and $83,585 in fees paid to Lisa S Lee for plan year 2025, per Schedule A Part 1.
- Where is Lisa S Lee located?
- Lisa S Lee is based in Morton, MS and has employer clients in 3 states.
- How does Lisa S Lee rank among benefits brokers in Mississippi?
- Lisa S Lee ranks #23 by employer clients among the 50 most active benefits brokers based in Mississippi.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Lisa S Lee 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 |
|---|---|---|---|
| Yates Services, LLC | TN | 1,913 | 2025-12-31 |
| W. G. Yates & Sons Construction Company & Affiliated Companies | MS | 1,309 | 2025-12-31 |
| Bankplus | MS | 979 | 2025-12-31 |
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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.