# Cls Health, PLLC Health & Welfare Plan
Source: https://planprovider.pro/companies/cls-health-pllc-202798379-506

> Cls Health, PLLC's Health & Welfare plan: 229 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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