Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$560K
- Vision$560K
- Life$560K
- Short-term disability$560K
- Long-term disability$560K
- Other$560K
Sponsor portfolio
CLS HEALTH PLLC
EIN 20-2798379hospital & health careLatest filing 2025
Plans
4
Retirement
1
$14.3M assets
Welfare
3
$560K premiums
Participants
1,389
500 N. KOBAYASHI RD, SUITE A - WEBSTER, TX 77598281-724-7145clearlake-specialties.comLinkedIn201-500 employeeshospital & health care
Benefits portfolio analytics
3 plans / $560K premiums / 542 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- SUN LIFE ASSURANCE COMPANY OF CANADA100%
Broker market share
Schedule A broker compensation
100%top
- CONNECT AGENCIES INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CLEAR LAKE SPECIALTIES, P.A. 401 (K) PROFIT SHARING PLAN
401k
Assets$14.3M
Participants618
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CLS HEALTH PLLC BENEFIT PLAN
Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$560K
Covered lives542
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
CLS HEALTH PLAN EMPLOYEE BENEFIT PLAN TRUST
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506
CLS HEALTH EMPLOYEE BENEFIT PLAN TRUST
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CLEAR LAKE SPECIALTIES, P.A. 401 (K) PROFIT SHARING PLAN | 401k | $14.3M | 618 | 2025 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CLS HEALTH PLLC BENEFIT PLAN | Fully Insured | SUN LIFE ASSURANCE COMPANY OF CANADA | $560K | 542 | 2025 | |
| 505 | CLS HEALTH PLAN EMPLOYEE BENEFIT PLAN TRUST | Self Funded | - | $0 | 0 | 2024 | |
| 506 | CLS HEALTH EMPLOYEE BENEFIT PLAN TRUST | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans