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Benefits Intelligence/Broker Directory/Georgia

Mark Charles Lee

Columbus, GA

Mark Charles Lee of Columbus, GA is the broker of record on 6 Form 5500 Schedule A filings covering 6 employer benefit plans, with $24 in reported broker commissions (plan year 2025).

Employer clients
6
distinct plan sponsors
Schedule A filings
6
States served
1
Reported commissions
$24
plan year 2025

Quick answer

Mark Charles Lee (Columbus, GA) is the broker of record for 6 employer benefit plan sponsors on 6 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Mark Charles Lee have?
Mark Charles Lee is named as broker on Form 5500 Schedule A filings for 6 distinct plan sponsors.
Who are Mark Charles Lee's largest employer clients?
By plan participants, the largest include Anderson Columbia Co Inc And Affiliates (1,932 participants), South East Personnel Leasing, Inc. (1,782 participants) and City National Bank Of Florida (1,122 participants).
How much does Mark Charles Lee earn in commissions?
Insurers reported $24 in broker commissions paid to Mark Charles Lee for plan year 2025, per Schedule A Part 1.
Where is Mark Charles Lee located?
Mark Charles Lee is based in Columbus, GA.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Mark Charles Lee on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Anderson Columbia Co Inc And AffiliatesFL1,9322025-12-31
South East Personnel Leasing, Inc.FL1,7822026-03-31
City National Bank Of FloridaFL1,1222025-12-31
3 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.