CLS Management Services, Inc.
Overview
CLS Management Services, Inc. sponsors a self-funded health plan that covered 1,072 participants in plan year 2025, up 9% from the prior year. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, dental, vision, short-term disability, and more.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 1,072 · prior year 983
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- CLS Management Services, Inc. Health and Welfare Plan, plan 501 (1,072 participants)
- Broker compensation
- $121K across insured contracts
Insurance carriers
Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.
| Carrier | Coverage | Covered | Premium | Broker comp |
|---|---|---|---|---|
| Unum Life Insurance Company of America | Life, Short-term disability, Long-term disability | 1,114 | $760K | $70K |
| Delta Dental Insurance Company | Dental | 1,397 | $590K | — |
| Unum Insurance Company | Accident, Critical Illness, Hospital | 660 | $169K | $49K |
| Vision Service Plan | Vision | 680 | $83K | — |
| MetLife Legal Plans, Inc. | Legal | 86 | $23K | $3K |
| Curalinc LLC | Employee Assistance Program | 1,110 | $22K | — |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 1,072 participants × $2,371 national average per member. Usually higher once dependents are counted.
Typical savings opportunity found in independent reviews of plans this size.
Form 5500 filing details
- Filing
- Form 5500 with Schedule A, plan year 2025
- Plan sponsor
- CLS Management Services, Inc.
- Sponsor EIN
- 81-1598409
- Plan number
- 501
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 81-1598409 in the Department of Labor's EFAST2 Form 5500 search.
About this data
Source: CLS Management Services, Inc.'s Form 5500 filing for plan year 2025 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with CLS Management Services, Inc..