Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$2.0M
- Long-term disability$1.9M
- Other$1.8M
- Vision$780K
- Health$195K
Sponsor portfolio
CLIFTONLARSONALLEN LLP
EIN 41-0746749Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
7
Retirement
1
$1.78B assets
Welfare
6
$6.7M premiums
Participants
41,629
Benefits portfolio analytics
6 plans / $6.7M premiums / 13,639 covered livesCarrier market share
Premium dollars by Schedule A carrier
70%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA70%
- METROPOLITAN LIFE INSURANCE COMPANY18%
- FIDELITY SECURITY LIFE INSURANCE COMPANY12%
Broker market share
Schedule A broker compensation
43%top
- USI INSURANCE SERVICES LLC43%
- CLIFTONLARSONALLEN WEALTH ADVISORS31%
- SECURA BROKERAGE LLC23%
- LOCKTON COMPANIES, LLC3%
- GEORGE DAVIDSON0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CLIFTONLARSONALLEN LLP 401(K) RETIREMENT PLAN
401k
Assets$1.78B
Participants11,085
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
CLIFTONLARSONALLEN LLP GROUP TERM LIFE, AD&D AND LTD PLANS
Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$5.4M
Covered lives7,766
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
CLIFTONLARSONALLEN LLP MEDICAL AND VISION PLAN
Mixed - FIDELITY SECURITY LIFE INSURANCE COMPANY
Premiums$780K
Covered lives4,676
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507
CLIFTONLARSONALLEN LLP ACCIDENT, HOSPITAL INDEMNITY AND CRITICAL ILLNESS PLAN
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$526K
Covered lives1,197
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
CLIFTONLARSONALLEN LLP CAFETERIA PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
CLIFTONLARSONALLEN LLP EMPLOYEE ASSISTANCE PROGRAM
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506
CLIFTONLARSONALLEN LLP DENTAL INSURANCE PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CLIFTONLARSONALLEN LLP 401(K) RETIREMENT PLAN | 401k | $1.78B | 11,085 | 2025 |
Welfare plans6
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | CLIFTONLARSONALLEN LLP GROUP TERM LIFE, AD&D AND LTD PLANS | Fully Insured | LIFE INSURANCE COMPANY OF NORTH AMERICA | $5.4M | 7,766 | 2025 | |
| 501 | CLIFTONLARSONALLEN LLP MEDICAL AND VISION PLAN | Mixed | FIDELITY SECURITY LIFE INSURANCE COMPANY | $780K | 4,676 | 2025 | |
| 507 | CLIFTONLARSONALLEN LLP ACCIDENT, HOSPITAL INDEMNITY AND CRITICAL ILLNESS PLAN | Mixed | LIFE INSURANCE COMPANY OF NORTH AMERICA | $526K | 1,197 | 2025 | |
| 504 | CLIFTONLARSONALLEN LLP CAFETERIA PLAN | Self Funded | - | $0 | 0 | 2025 | |
| 505 | CLIFTONLARSONALLEN LLP EMPLOYEE ASSISTANCE PROGRAM | Self Funded | - | $0 | 0 | 2025 | |
| 506 | CLIFTONLARSONALLEN LLP DENTAL INSURANCE PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans