Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$1.8M
- Long-term disability$1.7M
- Other$1.7M
- Vision$619K
- Health$116K
Sponsor portfolio
CLIFTONLARSONALLEN LLP
EIN 41-0746749Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
7
Retirement
1
$1.52B assets
Welfare
6
$6.0M premiums
Participants
39,919
Benefits portfolio analytics
6 plans / $6.0M premiums / 18,344 covered livesCarrier market share
Premium dollars by Schedule A carrier
63%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA63%
- METROPOLITAN LIFE INSURANCE COMPANY21%
- FIDELITY SECURITY LIFE INSURANCE COMPANY10%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY5%
Broker market share
Schedule A broker compensation
37%top
- CLIFTONLARSONALLEN WEALTH ADVISORS37%
- USI INSURANCE SERVICES LLC35%
- SECURA BROKERAGE LLC26%
- WORKDAY INC1%
- 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$1.52B
Participants10,713
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$5.0M
Covered lives8,910
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$619K
Covered lives8,623
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507
CLIFTONLARSONALLEN LLP ACCIDENT, HOSPITAL INDEMNITY AND CRITICAL ILLNESS PLAN
Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$323K
Covered lives811
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 | $1.52B | 10,713 | 2024 |
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 | $5.0M | 8,910 | 2024 | |
| 501 | CLIFTONLARSONALLEN LLP MEDICAL AND VISION PLAN | Mixed | FIDELITY SECURITY LIFE INSURANCE COMPANY | $619K | 8,623 | 2024 | |
| 507 | CLIFTONLARSONALLEN LLP ACCIDENT, HOSPITAL INDEMNITY AND CRITICAL ILLNESS PLAN | Mixed | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $323K | 811 | 2024 | |
| 504 | CLIFTONLARSONALLEN LLP CAFETERIA PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 505 | CLIFTONLARSONALLEN LLP EMPLOYEE ASSISTANCE PROGRAM | Self Funded | - | $0 | 0 | 2024 | |
| 506 | CLIFTONLARSONALLEN LLP DENTAL INSURANCE PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans