Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$6.4M
- Prescription drug$6.4M
- Other$473K
- Life$407K
- Short-term disability$358K
- Long-term disability$358K
- +2 more
Sponsor portfolio
CLS BANK INTERNATIONAL
EIN 13-4140131Latest filing 2025
Plans
2
Retirement
1
$113.7M assets
Welfare
1
$7.2M premiums
Participants
675
32 OLD SLIP 23RD FLOOR - NEW YORK, NY 10005212-510-4552
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $7.2M premiums / 1,154 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- UNITEDHEALTHCARE INSURANCE COMPANY93%
- UNUM LIFE INSURANCE COMPANY OF AMERICA7%
Broker market share
Schedule A broker compensation
80%top
- ENROLLEASE80%
- MERCER HEALTH AND BENEFITS, LLC12%
- CENTRO BENEFITS RESEARCH LLC5%
- DIGITAL INSURANCE LLC3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CLS BANK INTERNATIONAL 401(K) AND PROFIT SHARING PLAN
401k
Assets$113.7M
Participants367
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CLS BANK INTERNATIONAL WELFARE BENEFIT PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$7.2M
Covered lives1,154
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CLS BANK INTERNATIONAL 401(K) AND PROFIT SHARING PLAN | 401k | $113.7M | 367 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CLS BANK INTERNATIONAL WELFARE BENEFIT PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $7.2M | 1,154 | 2025 |
Retirement plans
Welfare plans