Welfare broker

CLIFTONLARSONALLEN WEALTH ADVISORS

Mailing address (most recent filing)

220 S 6TH STREET, SUITE 300

MINNEAPOLIS, MN 554021418

Total comp: $452K
Commissions: $452K
Fees: $0
Filings: 1
Sponsors: 1

Carrier mix

Where CLIFTONLARSONALLEN WEALTH ADVISORS places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

LIFE INSURANCE COMPANY OF NORTH AMERICA100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
LIFE INSURANCE COMPANY OF NORTH AMERICA	1	$5.0M	100.0%

Top states · with penetration index

Plan count by state. Index > 1.0means over-indexed vs the broker's national share.

State	Plans	Premium	State share	Index
MN	1	$5.0M	0.0%	50.15x

Top industries by premium

NAICS-2 sectors where this broker places the most welfare premium.

Sponsor-size mix

Plan count by total participants. Reveals whether this broker is a mid-market player or jumbo-employer specialist.

Broker compensation as % of premium

Distribution of CLIFTONLARSONALLEN WEALTH ADVISORS's plans by broker comp / premium ratio. Median 21.36% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

Share of CLIFTONLARSONALLEN WEALTH ADVISORS's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-1 of 1 sponsor where CLIFTONLARSONALLEN WEALTH ADVISORS is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
CLIFTONLARSONALLEN LLP CLIFTONLARSONALLEN LLP GROUP TERM LIFE, AD&D AND LTD PLANS	MN	$5.0M	$1.1M	LIFE INSURANCE COMPANY OF NORTH AMERICA

Carrier

Plans

Premium

LIFE INSURANCE COMPANY OF NORTH AMERICA

$5.0M

100.0%

State

Plans

Premium

State share

Index

$5.0M

0.0%

50.15x

Sponsor

Loc

Premium

Comp

Carrier

CLIFTONLARSONALLEN LLP

CLIFTONLARSONALLEN LLP GROUP TERM LIFE, AD&D AND LTD PLANS

$5.0M

$1.1M

LIFE INSURANCE COMPANY OF NORTH AMERICA