Cls Health Employee Benefit Plan Trust — Form 5500 plan (Cls Health, Pllc)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Cls Health Employee Benefit Plan Trust is a benefit plan reported by Cls Health, Pllc under EIN 20-2798379 and plan number 506. The latest loaded filing year is 2023. The filing reports 153 participants and $669,319 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cls Health, Pllc
EIN
20-2798379
Plan number
506
Plan type
2
Location
Webster, TX
Latest filing year
2023
Participants
153
End-of-year plan assets
$669,319

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023153H, C20250307164507NAL0007346515003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$669,319
Total liabilities (EOY)
$215,851
Net assets (EOY)
$453,468

Income & contributions

Employer contributions
$1,196,232
Participant contributions
$790,998
Total contributions
$1,987,230
Total income / additions
$1,987,230

Expenses & distributions

Benefits paid
$1,387,146
Administrative expenses
$146,616
Total expenses
$1,533,762
Net increase / (decrease)
$453,468

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Entrust, LLC Dba 90 Degree BenefitsCONTRACT ADMINISTRATOR$178,653not reported in the loaded dataset2023
Connect Health Services Company LLCNONE$52,000not reported in the loaded dataset2023
Medical Helpline, LLCCOMMON OWN'SHIP W ENTRUST$39,868not reported in the loaded dataset2023
Healthcare HighwaysNONE$0$25,3402023
Cigna Health And Life Insurance ComNONE$0$7,5152023

Related Form 5500 pages