Plan Ledger DOL Form 5500 · updated monthly

Cliftonlarsonallen LLPbenefits

Cliftonlarsonallen LLP Employee Assistance Program · MINNEAPOLIS, MN · plan year 2024

Broker compensation reported · 2024
$1,212,618

Cliftonlarsonallen LLP's benefits plans covered 8,076 active participants in 2024, providing health · other. Insurance brokers and agents were paid $1,212,618 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $150 per covered person, below the median for employer plans that report broker pay. Broker pay rose 158% from $470,775 in 2023.

Insurance contracts · 20248
CIGNA HEALTH AND LIFE INSURANCE COMPANYpremiums n/a · 811 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANYpremiums n/a · 569 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY · healthpremiums n/a · 519 covered
METROPOLITAN LIFE INSURANCE COMPANYpremiums n/a · 840 covered
LIFE INSURANCE COMPANY OF NORTH AMERICApremiums n/a · 8,555 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · ltdpremiums n/a · 7,644 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · lifepremiums n/a · 8,910 covered
FIDELITY SECURITY LIFE INSURANCE COMPANY · visionpremiums n/a · 8,623 covered
Brokers & agents paid · 20246
CLIFTONLARSONALLEN WEALTH ADVISORS$452,458
SECURA CONSULTANTS LLC$314,453
USI INSURANCE SERVICES LLC$342,445 · incl $156,554 fees
USI INSURANCE SERVICES$81,318 · incl $16,637 fees
GEORGE DAVIDSON$5,774
WORKDAY, INC.$16,170 · incl $16,170 fees

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 410746749 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.