Cliftonlarsonallen Llp — Form 5500 filings & benefit plans
Form 5500 plan sponsor summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Cliftonlarsonallen Llp (EIN 41-0746749) is a plan sponsor located in Minneapolis, MN with 6 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 41-0746749
- Location
- Minneapolis, MN
- Loaded plans
- 6
- Total reported participants
- 37,921
- Total reported plan assets (EOY)
- $1,329,301,170
- Plans with financial data
- 1
- Plans with provider compensation
- 1
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Cliftonlarsonallen Llp 401(K) Retirement Plan | 001 | 10,173 | $1,329,301,170 | 2023 |
| Cliftonlarsonallen Llp Employee Assistance Program | 505 | 8,425 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp Group Term Life, Ad&D And Ltd Plans | 502 | 7,194 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp Medical And Vision Plan | 501 | 5,632 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp Dental Insurance Plan | 506 | 5,485 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp Cafeteria Plan | 504 | 1,012 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Cliftonlarsonallen Llp Cafeteria Plan | 1,012 | — | 20240703090920NAL0013295698001 |
| 2023 | Cliftonlarsonallen Llp Dental Insurance Plan | 5,485 | — | 20240703091058NAL0004306803001 |
| 2023 | Cliftonlarsonallen Llp Group Term Life, Ad&D And Ltd Plans | 7,194 | — | 20240703091402NAL0006908433001 |
| 2023 | Cliftonlarsonallen Llp Medical And Vision Plan | 5,632 | — | 20240703091524NAL0004208499001 |
| 2023 | Cliftonlarsonallen Llp Employee Assistance Program | 8,425 | — | 20240703091642NAL0009070992001 |
| 2023 | Cliftonlarsonallen Llp 401(K) Retirement Plan | 10,173 | H, C | 20241002132906NAL0016677298001 |