# CARLSON ASSET MANAGERS, LLC WELFARE BENEFIT PLAN

Health and welfare plan sponsored by **CARLSON ASSET MANAGERS, LLC**. Form 5500 filing for plan year 2024.

| Field | Value |
|---|---|
| Sponsor | CARLSON ASSET MANAGERS, LLC |
| EIN | 454096397 |
| Plan number | 501 |
| Plan year | 2024 |
| Location | LAS VEGAS, NV |
| Industry | Finance and Insurance |
| Funding | fully insured |
| Total premiums | $0 |
| Participants | 3 |
| Persons covered | 3 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| NATIONAL GUARDINA LIFE INSURNACE COMPANY | Health, Other, Life |

## Brokers

| Broker | Placed with |
|---|---|
| CJA & ASSOCIATES | LIFE INSURANCE OF THE SOUTHWEST |
| DAVID A PHILLIPS | LIFE INSURANCE OF THE SOUTHWEST |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/454096397-501
- Cite as: PlanOptica, https://planoptica.com/welfare/454096397-501
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