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Form 5500 · Employee benefit plan · SUGAR LAND, TX

CLS MANAGEMENT SERVICES, INC.

Public Form 5500 records show how CLS MANAGEMENT SERVICES, INC. (SUGAR LAND, TX) structures its employee benefits. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through UNUM LIFE INSURANCE COMPANY OF AMERICA and 3 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 81-1598409 · plan 501 · as of Jul 2026

Participants
888
Carriers on file
4
Disclosed commissions
$101,776
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNUM LIFE INSURANCE COMPANY OF AMERICALife, Disability886December$51,348
METROPOLITAN LIFE INSURANCE COMPANYDental, Vision1,101December$48,673
METLIFE LEGAL PLANS, INC.62December$1,755
CURALINC HEALTHCARE1,000December$0

Questions

Who is CLS MANAGEMENT SERVICES, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, CLS MANAGEMENT SERVICES, INC.'s broker of record is LOCKTON COMPANIES, LLC.

What insurance carrier does CLS MANAGEMENT SERVICES, INC. use?

CLS MANAGEMENT SERVICES, INC.'s benefit plan is written through UNUM LIFE INSURANCE COMPANY OF AMERICA, among 4 disclosed carriers.

When does CLS MANAGEMENT SERVICES, INC.'s group plan renew?

The most recent Schedule A policy period for CLS MANAGEMENT SERVICES, INC. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from CLS MANAGEMENT SERVICES, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.