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Sponsor portfolioWelfare / HealthEIN 41-0746749
CLIFTONLARSONALLEN LLP
220 SOUTH SIXTH STREET - SUITE 300 · MINNEAPOLIS, MN 554021436
6123764500
- Plans filed
- 6
- Years active
- 2015–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$6.7M
No prior year
Persons covered
13,639
No prior year
Total participants
30,544
No prior year
Plans filed
6
No prior year
Plans under this sponsor
6 plans
Plan #502$5.4M
CLIFTONLARSONALLEN LLP GROUP TERM LIFE, AD&D AND LTD PLANS
Fully insured7,766 covered·2 carriers
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA
Plan #501$780K
CLIFTONLARSONALLEN LLP MEDICAL AND VISION PLAN
Mixed4,676 covered·1 carrier
Primary: FIDELITY SECURITY LIFE INSURANCE COMPANY
Plan #507$526K
CLIFTONLARSONALLEN LLP ACCIDENT, HOSPITAL INDEMNITY AND CRITICAL ILLNESS PLAN
Mixed1,197 covered·1 carrier
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA
Plan #504$0
CLIFTONLARSONALLEN LLP CAFETERIA PLAN
Self-funded0 covered·0 carriers
Plan #505$0
CLIFTONLARSONALLEN LLP EMPLOYEE ASSISTANCE PROGRAM
Self-funded0 covered·0 carriers
Plan #506$0
CLIFTONLARSONALLEN LLP DENTAL INSURANCE PLAN
Self-funded0 covered·0 carriers
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Life | $2.0M | 30.0% | |
| Long-term disability | $1.9M | 28.9% | |
| Other | $1.8M | 26.5% | |
| Vision | $780K | 11.7% | |
| Health | $195K | 2.9% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 231503749 | HLLTDOth | $4.7M | 70.4% | 2 | 6 | 8,963 |
EIN 135581829 | Oth | $1.2M | 17.9% | 1 | 1 | 829 |
EIN 430949844 | V | $780K | 11.7% | 1 | 2 | 4,676 |
Broker overview
5 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC | KIMBERLY, WI | FIDELITY SECURITY LIFE INSURANCE COMPANY, LIFE INSURANCE COMPANY OF NORTH AMERICA | $302K | $34K | $336K | 43.0% | 3 |
| CLIFTONLARSONALLEN WEALTH ADVISORS | MINNEAPOLIS, MN | METROPOLITAN LIFE INSURANCE COMPANY | $239K | $0 | $239K | 30.6% | 1 |
| SECURA BROKERAGE LLC | ROCKFORD, MN | METROPOLITAN LIFE INSURANCE COMPANY | $176K | $0 | $176K | 22.6% | 1 |
| LOCKTON COMPANIES, LLC | MINNEAPOLIS, MN | FIDELITY SECURITY LIFE INSURANCE COMPANY, LIFE INSURANCE COMPANY OF NORTH AMERICA | $26K | $0 | $26K | 3.3% | 3 |
| GEORGE DAVIDSON | CHARLESTON, SC | METROPOLITAN LIFE INSURANCE COMPANY | $4K | $0 | $4K | 0.5% | 1 |
History & trajectory
11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan