Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.6M
- Dental$113K
- Life$82K
- Short-term disability$75K
- Long-term disability$75K
- Other$75K
- +1 more
Sponsor portfolio
THE CLARK ENERSEN PARTNERS, INC.
EIN 47-0468669architecture & planningLatest filing 2025
Plans
2
Retirement
1
$36.2M assets
Welfare
1
$1.8M premiums
Participants
388
1010 LINCOLN MALL, SUITE 200 - LINCOLN, NE 68508402-477-9291clarkenersen.comLinkedIn51-200 employeesarchitecture & planning
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.8M premiums / 323 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- AETNA LIFE INSURANCE COMPANY88%
- PRINCIPAL LIFE INSURANCE COMPANY11%
- EYEMED VISION CARE1%
Broker market share
Schedule A broker compensation
76%top
- UNICO MIDLANDS LLC76%
- UNICO GROUP INC24%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CLARK & ENERSEN, INC. RETIREMENT PLAN
401k
Assets$36.2M
Participants204
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CLARK & ENERSEN INC. WRAP PLAN
Fully Insured - AETNA LIFE INSURANCE CO.
Premiums$1.8M
Covered lives323
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CLARK & ENERSEN, INC. RETIREMENT PLAN | 401k | $36.2M | 204 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CLARK & ENERSEN INC. WRAP PLAN | Fully Insured | AETNA LIFE INSURANCE CO. | $1.8M | 323 | 2025 |
Retirement plans
Welfare plans