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Sponsor portfolioWelfare / HealthEIN 81-1598409

CLS MANAGEMENT SERVICES, INC.

2245 TEXAS DRIVE, SUITE 200 · SUGAR LAND, TX 77479
2812403370
Plans filed
1
Years active
2019–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$1.6M
No prior year
Persons covered
1,397
No prior year
Total participants
1,102
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.6M
CLS MANAGEMENT SERVICES, INC. HEALTH AND WELFARE PLAN
Mixed1,397 covered·6 carriers
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$973K24.8%
Life$760K19.4%
Short-term disability$760K19.4%
Long-term disability$760K19.4%
Dental$590K15.0%
Vision$83K2.1%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LSTDLTDOth
$928K56.4%121,114
DELTA DENTAL OF CALIFORNIA
EIN 942761537
D
$590K35.9%111,397
VISION SERVICE PLAN
EIN 061227840
V
$83K5.1%11680
METROPOLITAN LIFE INSURANCE COMPANY
EIN 341650967
Oth
$23K1.4%1186
CURALINC HEALTHCARE
EIN 331206383
Oth
$22K1.3%111,110

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LOCKTON COMPANIES, LLCDALLAS, TXUNUM LIFE INSURANCE COMPANY OF AMERICA, UNUM INSURANCE COMPANY, METLIFE LEGAL PLANS, INC.$101K$20K$121K100.0%1

History & trajectory

7 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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