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Sponsor portfolioWelfare / HealthEIN 13-4140131

CLS BANK INTERNATIONAL

32 OLD SLIP 23RD FLOOR · NEW YORK, NY 10005
2125104552
Plans filed
1
Years active
2016–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$7.2M
No prior year
Persons covered
1,154
No prior year
Total participants
308
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$7.2M
CLS BANK INTERNATIONAL WELFARE BENEFIT PLAN
Fully insured1,154 covered·3 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$6.4M42.4%
Prescription drug$6.4M42.4%
Other$473K3.1%
Life$407K2.7%
Short-term disability$358K2.4%
Long-term disability$358K2.4%
Dental$346K2.3%
Vision$346K2.3%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HRxDV
$6.7M93.4%121,154
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 131898173
LSTDLTDOth
$473K6.6%15301

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ENROLLEASEATLANTA, GAUNITEDHEALTHCARE INSURANCE COMPANY$254K$0$254K79.9%1
MERCER HEALTH AND BENEFITS, LLCMINNEAPOLIS, MNPROVIDENT LIFE AND CASUALTY INSURANCE COMPANY, FIRST UNUM LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY$36K$3K$39K12.4%1
CENTRO BENEFITS RESEARCH LLCKIRKWOOD, MOPROVIDENT LIFE AND CASUALTY INSURANCE COMPANY, FIRST UNUM LIFE INSURANCE COMPANY$0$16K$16K5.0%1
DIGITAL INSURANCE LLCATLANTA, GAFIRST UNUM LIFE INSURANCE COMPANY$7K$2K$9K2.7%1

History & trajectory

10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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