2023 Form 5500 filing — Cls Health Employee Benefit Plan Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250307164507NAL0007346515003) for Cls Health Employee Benefit Plan Trust, reported by Cls Health, Pllc under EIN 20-2798379 and plan number 506. It reports 153 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250307164507NAL0007346515003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cls Health, Pllc
- EIN
- 20-2798379
- Plan number
- 506
- Location
- Webster, TX
- Participants
- 153
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $669,319
- Total liabilities (EOY)
- $215,851
- Net assets (EOY)
- $453,468
- Employer contributions
- $1,196,232
- Participant contributions
- $790,998
- Total income / additions
- $1,987,230
- Benefits paid
- $1,387,146
- Administrative expenses
- $146,616
- Total expenses
- $1,533,762
- Net increase / (decrease)
- $453,468
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Entrust, LLC Dba 90 Degree Benefits | CONTRACT ADMINISTRATOR | $178,653 | not reported in the loaded dataset |
| Connect Health Services Company LLC | NONE | $52,000 | not reported in the loaded dataset |
| Medical Helpline, LLC | COMMON OWN'SHIP W ENTRUST | $39,868 | not reported in the loaded dataset |
| Healthcare Highways | NONE | $0 | $25,340 |
| Cigna Health And Life Insurance Com | NONE | $0 | $7,515 |