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  2. CLS Health PLLC
  • Benefits analytics
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  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

CLS Health PLLC

EIN 20-2798379-hospital & health care-Latest filing 2025
Plans
4
Retirement
1
$14.3M assets
Health & Benefits
3
$560K premiums
Participants
1,389
500 N. KOBAYASHI RD, SUITE A - WEBSTER, TX 77598281-724-7145clearlake-specialties.comLinkedIn201-500 employeeshospital & health care
Plans on this EIN
4 filings
#001401(k)-$14.3M - 618 part#501Fully insured-$560K - 542 lives#505Self-funded-0 lives#506Self-funded-0 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.

Benefits portfolio analytics

3 plans / $560K premiums / 542 covered lives

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
Total $560K6 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

CLEAR LAKE SPECIALTIES, P.A. 401 (K) PROFIT SHARING PLAN

401(k)

Assets$14.3M
Participants618
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

CLS HEALTH PLLC BENEFIT PLAN

Fully insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$560K
Covered lives542
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#505

CLS HEALTH PLAN EMPLOYEE BENEFIT PLAN TRUST

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#506

CLS HEALTH EMPLOYEE BENEFIT PLAN TRUST

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001CLEAR LAKE SPECIALTIES, P.A. 401 (K) PROFIT SHARING PLAN401(k)$14.3M6182025
  • CLEAR LAKE SPECIALTIES, P.A. 401 (K) PROFIT SHARING PLAN$14.3M
    #001 · 401(k) · 2025618

Health & Benefits plans

3 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501CLS HEALTH PLLC BENEFIT PLANFully insuredSUN LIFE ASSURANCE COMPANY OF CANADA$560K5422025
#505CLS HEALTH PLAN EMPLOYEE BENEFIT PLAN TRUSTSelf-funded-$002024
#506CLS HEALTH EMPLOYEE BENEFIT PLAN TRUSTSelf-funded-$002025
  • CLS HEALTH PLLC BENEFIT PLAN$560K
    #501 · Fully insured · SUN LIFE ASSURANCE COMPANY OF CANADA · 2025542
  • CLS HEALTH PLAN EMPLOYEE BENEFIT PLAN TRUST$0
    #505 · Self-funded · 20240
  • CLS HEALTH EMPLOYEE BENEFIT PLAN TRUST$0
    #506 · Self-funded · 20250
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
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