Plan #	Name	Funding	Carrier	Premiums	Covered	Latest year
501	COMMUNITY LEGAL SERVICES GROUP BENEFIT PLAN	Self Funded	OPTUM HEALTH UNIMERICA INSURANCE COMPANY	$1.0M	184	2024
502	COMMUNITY LEGAL SERVICES, INC. EMPLOYEE BENEFIT PLAN	Fully Insured	GUARDIAN LIFE INSURANCE COMPANY	$277K	206	2024

Retirement plans

Welfare plans

Sponsor portfolio

COMMUNITY LEGAL SERVICES, INC

EIN 23-1671562Professional, Scientific, and Technical ServicesLatest filing 2025

Plans

Retirement

$32.6M assets

Welfare

$1.3M premiums

Participants

693

1424 CHESTNUT ST - PHILADELPHIA, PA 191022556215-981-3748

Plans on this EIN

3 filings

#001403b-$32.6M - 302 part #501Self Funded-$1.0M - 184 lives #502Fully Insured-$277K - 206 lives

Benefits portfolio analytics

2 plans / $1.3M premiums / 390 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Stop-loss$1.0M
Dental$137K
Long-term disability$61K
Short-term disability$40K
Life$39K
Other$39K

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

78%top

UNITEDHEALTHCARE INSURANCE COMPANY78%
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY11%
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA11%

Broker market share

Schedule A broker compensation

Split broker

42%top

DONALD C SAVOY INC42%
EXUDE BENEFITS GROUP INC36%
PATRIOT GROWTH INSURANCE SERVICES21%

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.

Retirement#001

COMMUNITY LEGAL SERVICES RETIREMENT PLAN

403b

Assets$32.6M

Participants302

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#501

COMMUNITY LEGAL SERVICES GROUP BENEFIT PLAN

Self Funded - OPTUM HEALTH UNIMERICA INSURANCE COMPANY

Premiums$1.0M

Covered lives184

Inside the deep dive

Premium breakdownCarriersBrokersCoverage stats

Open plan deep dive

Welfare#502