Form 5500 · Employee benefit plan · MINNEAPOLIS, MN
CLIFTONLARSONALLEN LLP
Public Form 5500 records show how CLIFTONLARSONALLEN LLP (MINNEAPOLIS, MN) structures its employee benefits. Its broker of record is CLIFTONLARSONALLEN WEALTH ADVISORS. Coverage is written through METROPOLITAN LIFE INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 41-0746749 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| METROPOLITAN LIFE INSURANCE COMPANY | — | 840 | December | $772,685 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Disability | 7,644 | December | $70,007 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Life | 8,910 | December | $69,712 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | — | 8,555 | December | $9,805 |
Questions
Who is CLIFTONLARSONALLEN LLP's benefits broker?
Per its most recent Form 5500 Schedule A, CLIFTONLARSONALLEN LLP's broker of record is CLIFTONLARSONALLEN WEALTH ADVISORS.
What insurance carrier does CLIFTONLARSONALLEN LLP use?
CLIFTONLARSONALLEN LLP's benefit plan is written through METROPOLITAN LIFE INSURANCE COMPANY, among 4 disclosed carriers.
When does CLIFTONLARSONALLEN LLP's group plan renew?
The most recent Schedule A policy period for CLIFTONLARSONALLEN LLP ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from CLIFTONLARSONALLEN LLP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.