Plan Snapshot
- Plan Sponsor: Cls Health, PLLC
- Sponsor EIN: 202798379
- Sponsor Address: 500 N. KOBAYASHI RD, STE A, WEBSTER, TX, 77598
- Plan Type: Health & Welfare
- Plan Number: 506
- Total Participants: 229
- Total Assets: $337,329
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 229 | $337,329 | $1.4M | $1.0M |
| 2023 | 196 | $669,319 | $1.2M | $790,998 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| ENTRUST, LLC DBA 90 DEGREE BENEFITS | Recordkeeper | $140,808 | — | $140,808 |
| CONNECT HEALTH SERVICES COMPANY LLC | Other Service Provider | $49,880 | — | $49,880 |
| MEDICAL HELPLINE, LLC | Other Service Provider | $27,441 | — | $27,441 |
| HEALTHCARE HIGHWAYS | Other Service Provider | — | $19,380 | $19,380 |
| CIGNA HEALTH AND LIFE INSURANCE COM | Other Service Provider | — | $7,620 | $7,620 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $245,129
- Estimated Expense Ratio: 72.668% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $140,808 | — | $140,808 | — | — |
| 2023 | $146,616 | — | $146,616 | — | — |