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Sponsor portfolioWelfare / HealthEIN 81-4578664

CLIFTY GROUP LLC

1109 OAK PARK DR 125 · FT COLLINS, CO 80525
9706925689
Plans filed
1
Years active
2019–2024
Industry
NAICS 23
Latest filing
2024
Total premiums (latest)
$552K
No prior year
Persons covered
140
No prior year
Total participants
141
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$552K
CLIFTY GROUP,LLC WRAP PLAN
Mixed140 covered·3 carriers
Primary: BCBSMN, INC. D.B.A. BLUE CROSS AND BLUE SHIELD OF MINNESOTA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$450K70.1%
Other$103K16.0%
Life$45K7.0%
Stop-loss$45K7.0%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 410984460
H
$450K81.4%1198
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 570144607
Oth
$58K10.5%1190
STANDARD INSURANCE COMPANY
EIN 930242990
LSLOth
$45K8.1%11140

Broker overview

9 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
CHRISTENSEN GROUP INCEDEN PRAIRIE, MNSTANDARD INSURANCE COMPANY, COLONIAL LIFE & ACCIDENT INSURANCE COMPANY, BCBSMN, INC. D.B.A. BLUE CROSS AND BLUE SHIELD OF MINNESOTA$29K$3K$32K70.6%1
JACQUELINE BARTHELEMYROYALTON, MNCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$5K$370$5K10.8%1
ASHLEY MARIA HOUTMANMOUND, MNCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$4K$737$5K10.0%1
MARC A GROVEROGERS, MNCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$1K$1K$2K5.2%1
MEGHAN MOFFATT LUCASVICTORIA, MNCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$923$0$9232.0%1
JILL R LAMBERTBLAINE, MNCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$308$0$3080.7%1
ROBERT SCOTT BRUNERNEW PRAGUE, MNCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$108$125$2330.5%1
NORTH RISK PARTNERS LLCST CLOUD, MNCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$38$0$380.1%1
ANDREW JAMIN GRIMSLEYSAINT CLOUD, MNCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$30$0$300.1%1

History & trajectory

5 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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