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Sponsor portfolioWelfare / HealthEIN 45-4096397

CARLSON ASSET MANAGERS, LLC

3067 EAST WARM SPRINGS ROAD · LAS VEGAS, NV 89120
7143364536
Plans filed
1
Years active
2016–2024
Industry
NAICS 52
Latest filing
2024
Total premiums (latest)
$0
No prior year
Persons covered
3
No prior year
Total participants
3
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$0
CARLSON ASSET MANAGERS, LLC WELFARE BENEFIT PLAN
Fully insured3 covered·1 carrier
Primary: LIFE INSURANCE OF THE SOUTHWEST

Carrier overview

1 carrier · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
LIFE INSURANCE OF THE SOUTHWEST
EIN 750953004
$00.0%123

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
CJA & ASSOCIATESBONITA SPRINGS, FLLIFE INSURANCE OF THE SOUTHWEST$0$0$00.0%1
DAVID T PHILLIPSCHANDLER, AZLIFE INSURANCE OF THE SOUTHWEST$0$0$00.0%1

History & trajectory

9 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
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