Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$450K
- Other$103K
- Life$45K
- Stop-loss$45K
Sponsor portfolio
CLIFTY GROUP, LLC
EIN 81-4578664constructionLatest filing 2024
Plans
2
Retirement
1
$4.3M assets
Welfare
1
$552K premiums
Participants
365
1109 OAK PARK DR. #125 - FORT COLLINS, CO 80525218-308-6570cliftygroup.comLinkedIn201-500 employeesconstruction
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $552K premiums / 140 covered livesCarrier market share
Premium dollars by Schedule A carrier
81%top
- BLUE CROSS OF CALIFORNIA81%
- UNUM LIFE INSURANCE COMPANY OF AMERICA10%
- STANDARD INSURANCE COMPANY8%
Broker market share
Schedule A broker compensation
71%top
- CHRISTENSEN GROUP INC71%
- JACQUELINE BARTHELEMY11%
- ASHLEY MARIA HOUTMAN10%
- MARC A GROVE5%
- MEGHAN MOFFATT LUCAS2%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CLIFTY GROUP, LLC 401(K) PLAN
401k
Assets$4.3M
Participants224
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CLIFTY GROUP,LLC WRAP PLAN
Mixed - BCBSMN, INC. D.B.A. BLUE CROSS AND BLUE SHIELD OF MINNESOTA
Premiums$552K
Covered lives140
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CLIFTY GROUP, LLC 401(K) PLAN | 401k | $4.3M | 224 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CLIFTY GROUP,LLC WRAP PLAN | Mixed | BCBSMN, INC. D.B.A. BLUE CROSS AND BLUE SHIELD OF MINNESOTA | $552K | 140 | 2024 |
Retirement plans
Welfare plans