Lee Risk Management
New York, NY
Lee Risk Management of New York, NY is the broker of record on 3 Form 5500 Schedule A filings covering 2 employer benefit plans across 2 states, with $47,576 in reported broker commissions (plan year 2025).
Quick answer
Lee Risk Management (New York, NY) is the broker of record for 2 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Lee Risk Management have?
- Lee Risk Management is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors in 2 states.
- Who are Lee Risk Management's largest employer clients?
- By plan participants, the largest include Ctbc Bank Corp. (Usa) (384 participants) and Myers-Holum, Inc. (186 participants).
- How much does Lee Risk Management earn in commissions?
- Insurers reported $47,576 in broker commissions paid to Lee Risk Management for plan year 2025, per Schedule A Part 1.
- Where is Lee Risk Management located?
- Lee Risk Management is based in New York, NY and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Lee Risk Management 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 |
|---|---|---|---|
| Ctbc Bank Corp. (Usa) | CA | 384 | 2025-12-31 |
| Myers-Holum, Inc. | NY | 186 | 2025-02-28 |
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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.