Cliftonlarsonallen LLP
Overview
Cliftonlarsonallen LLP sponsors a self-funded health plan that covered 8,610 participants in plan year 2025, up 3% from the prior year. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, dental, vision, short-term disability, and more.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 8,610 · prior year 8,357
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Cliftonlarsonallen LLP Employee Assistance Program, plan 505 (8,610 participants); Cliftonlarsonallen LLP Medical and Vision Plan, plan 501 (6,042 participants); Cliftonlarsonallen LLP Cafeteria Plan, plan 504 (897 participants)
- Broker compensation
- $780K across insured contracts
Insurance carriers
Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.
| Carrier | Coverage | Covered | Premium | Broker comp |
|---|---|---|---|---|
| Life Insurance Company of North America | Accidental Death & Dismemberment, Long-term disability, Life, Accidental Injury, Voluntary Critical Illness, Medical | 7,766 | $4.7M | $326K |
| Metropolitan Life Insurance Company | Individual Disability Insurance | 829 | $1.2M | $419K |
| Fidelity Security Life Insurance Company | Vision | 4,676 | $780K | $36K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 8,610 participants × $2,371 national average per member. Usually higher once dependents are counted.
Typical savings opportunity found in independent reviews of plans this size.
Form 5500 filing details
- Filing
- Form 5500 with Schedule A, plan year 2025
- Plan sponsor
- Cliftonlarsonallen LLP
- Sponsor EIN
- 41-0746749
- Plan numbers
- 505, 501, 504
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 41-0746749 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Cliftonlarsonallen LLP 401(k) Retirement Plan
- Type
- 401(k) plan
- Participants
- 11,085
About this data
Source: Cliftonlarsonallen LLP's Form 5500 filing for plan year 2025 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with Cliftonlarsonallen LLP.