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Sponsor portfolio

CLINICAL LABORATORY SERVICES

EIN 58-2328865-health, wellness and fitness-Latest filing 2025
Plans
2
Retirement
1
$5.3M assets
Welfare
1
$258K premiums
Participants
232
PO BOX 1771 - WINDER, GA 30680678-963-7147clinicallaboratoryservices.comLinkedIn51-200 employeeshealth, wellness and fitness
Plans on this EIN
2 filings
#001401k-$5.3M - 118 part#501Fully Insured-$258K - 109 lives

Benefits portfolio analytics

1 plan / $258K premiums / 109 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$132K
  • Dental$111K
  • Vision$111K
  • Life$111K
  • Short-term disability$111K
  • Long-term disability$111K
Total $243K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
54%top
  • UNITEDHEALTHCARE INSURANCE COMPANY54%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA46%
Total $243K2 slices

Broker market share

Schedule A broker compensation

Split broker
54%top
  • A TEAM BENEFITS OF GA54%
  • UNITED PRODUCERS GROUP LLC25%
  • MATTHEW ALLEN KLEISER21%
Total $37K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CLINICAL LABS 401(K) PLAN

401k

Assets$5.3M
Participants118
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CLINICAL LABORATORY SERVICES HEALTH AND WELFARE PLAN

Fully Insured - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA

Premiums$258K
Covered lives109
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CLINICAL LABS 401(K) PLAN401k$5.3M1182025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CLINICAL LABORATORY SERVICES HEALTH AND WELFARE PLANFully InsuredEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$258K1092025
Retirement plans
Welfare plans
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