PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. CLS HEALTH, PLLC

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 20-2798379

CLS HEALTH, PLLC

500 N. KOBAYASHI RD, STE A · WEBSTER, TX 77598
2819467570
Plans filed
3
Years active
2021–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$560K
No prior year
Persons covered
542
No prior year
Total participants
771
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #501$560K
CLS HEALTH PLLC BENEFIT PLAN
Fully insured542 covered·1 carrier
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #506$0
CLS HEALTH EMPLOYEE BENEFIT PLAN TRUST
Self-funded0 covered·0 carriers
Plan #505$0
CLS HEALTH PLAN EMPLOYEE BENEFIT PLAN TRUST
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$560K16.7%
Vision$560K16.7%
Life$560K16.7%
Short-term disability$560K16.7%
Long-term disability$560K16.7%
Other$560K16.7%

Carrier overview

1 carrier · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
DVLSTDLTDOth
$560K100.0%11542

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
CONNECT AGENCIES INCNACOGDOCHES, TXSUN LIFE ASSURANCE COMPANY OF CANADA$82K$13K$95K100.0%1

History & trajectory

5 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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica