Form 5500 · Employee benefit plan · LAS VEGAS, NV
CARLSON ASSET MANAGERS, LLC
CARLSON ASSET MANAGERS, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is DAVID T PHILLIPS. Coverage is written through LIFE INSURANCE OF THE SOUTHWEST and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 45-4096397 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| LIFE INSURANCE OF THE SOUTHWEST | Health | 3 | December | $0 |
| LIFE INSURANCE OF THE SOUTHWEST | Health, Life | 3 | December | $0 |
Questions
Who is CARLSON ASSET MANAGERS, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, CARLSON ASSET MANAGERS, LLC's broker of record is DAVID T PHILLIPS.
What insurance carrier does CARLSON ASSET MANAGERS, LLC use?
CARLSON ASSET MANAGERS, LLC's benefit plan is written through LIFE INSURANCE OF THE SOUTHWEST, among 2 disclosed carriers.
When does CARLSON ASSET MANAGERS, LLC's group plan renew?
The most recent Schedule A policy period for CARLSON ASSET MANAGERS, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from CARLSON ASSET MANAGERS, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.