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CLIFTONLARSONALLEN LLP DENTAL INSURANCE PLAN 401k Plan overview

Plan NameCLIFTONLARSONALLEN LLP DENTAL INSURANCE PLAN
Plan identification number 506

CLIFTONLARSONALLEN LLP DENTAL INSURANCE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Dental

401k Sponsoring company profile

CLIFTONLARSONALLEN LLP has sponsored the creation of one or more 401k plans.

Company Name:CLIFTONLARSONALLEN LLP
Employer identification number (EIN):410746749
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Additional information about CLIFTONLARSONALLEN LLP

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 2012-01-03
Company Identification Number: 2071850
Legal Registered Office Address: 1300 EAST NINTH STREET
-
CLEVELAND
United States of America (USA)
44114

More information about CLIFTONLARSONALLEN LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CLIFTONLARSONALLEN LLP DENTAL INSURANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5062022-01-01
5062021-01-01
5062020-01-01
5062019-01-01
5062018-01-01SCOTT ENGELBRECHT
5062017-01-01SCOTT ENGELBRECHT
5062016-01-01SCOTT ENGELBRECHT
5062015-01-01SCOTT ENGELBRECHT
5062014-01-01DAVID E. BAILEY
5062013-01-01DAVID E. BAILEY
5062012-01-01SHARON W. TEN CLAY
5062011-01-01SHARON W TEN CLAY
5062010-01-01SHARON W TEN CLAY SHARON W TEN CLAY2011-10-14
5062009-01-01SHARON W TEN CLAY SHARON W TEN CLAY2010-10-05

Plan Statistics for CLIFTONLARSONALLEN LLP DENTAL INSURANCE PLAN

401k plan membership statisitcs for CLIFTONLARSONALLEN LLP DENTAL INSURANCE PLAN

Measure Date Value
2022: CLIFTONLARSONALLEN LLP DENTAL INSURANCE PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-014,863
Total number of active participants reported on line 7a of the Form 55002022-01-015,154
Number of retired or separated participants receiving benefits2022-01-0166
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-015,220
2021: CLIFTONLARSONALLEN LLP DENTAL INSURANCE PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-014,743
Total number of active participants reported on line 7a of the Form 55002021-01-014,694
Number of retired or separated participants receiving benefits2021-01-0185
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-014,779
2020: CLIFTONLARSONALLEN LLP DENTAL INSURANCE PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-014,196
Total number of active participants reported on line 7a of the Form 55002020-01-014,292
Number of retired or separated participants receiving benefits2020-01-0179
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-014,371
2019: CLIFTONLARSONALLEN LLP DENTAL INSURANCE PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-014,200
Total number of active participants reported on line 7a of the Form 55002019-01-014,019
Number of retired or separated participants receiving benefits2019-01-0119
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-014,038
2018: CLIFTONLARSONALLEN LLP DENTAL INSURANCE PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013,530
Total number of active participants reported on line 7a of the Form 55002018-01-013,802
Number of retired or separated participants receiving benefits2018-01-0158
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-013,860
2017: CLIFTONLARSONALLEN LLP DENTAL INSURANCE PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013,217
Total number of active participants reported on line 7a of the Form 55002017-01-013,424
Number of retired or separated participants receiving benefits2017-01-0112
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-013,436
2016: CLIFTONLARSONALLEN LLP DENTAL INSURANCE PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,834
Total number of active participants reported on line 7a of the Form 55002016-01-012,960
Number of retired or separated participants receiving benefits2016-01-0135
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-012,995
2015: CLIFTONLARSONALLEN LLP DENTAL INSURANCE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,372
Total number of active participants reported on line 7a of the Form 55002015-01-012,608
Number of retired or separated participants receiving benefits2015-01-0132
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-012,640
2014: CLIFTONLARSONALLEN LLP DENTAL INSURANCE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,150
Total number of active participants reported on line 7a of the Form 55002014-01-012,308
Number of retired or separated participants receiving benefits2014-01-0119
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-012,327
2013: CLIFTONLARSONALLEN LLP DENTAL INSURANCE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,165
Total number of active participants reported on line 7a of the Form 55002013-01-012,119
Number of retired or separated participants receiving benefits2013-01-0131
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-012,150
2012: CLIFTONLARSONALLEN LLP DENTAL INSURANCE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,055
Total number of active participants reported on line 7a of the Form 55002012-01-012,122
Number of retired or separated participants receiving benefits2012-01-0143
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-012,165
2011: CLIFTONLARSONALLEN LLP DENTAL INSURANCE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,002
Total number of active participants reported on line 7a of the Form 55002011-01-011,035
Number of retired or separated participants receiving benefits2011-01-0120
Total of all active and inactive participants2011-01-011,055
2010: CLIFTONLARSONALLEN LLP DENTAL INSURANCE PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01814
Total number of active participants reported on line 7a of the Form 55002010-01-01987
Number of retired or separated participants receiving benefits2010-01-0115
Total of all active and inactive participants2010-01-011,002
2009: CLIFTONLARSONALLEN LLP DENTAL INSURANCE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01806
Total number of active participants reported on line 7a of the Form 55002009-01-01790
Number of retired or separated participants receiving benefits2009-01-0124
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01814

Form 5500 Responses for CLIFTONLARSONALLEN LLP DENTAL INSURANCE PLAN

2022: CLIFTONLARSONALLEN LLP DENTAL INSURANCE PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – General assets of the sponsorYes
2022-01-01Plan benefit arrangement – General assets of the sponsorYes
2021: CLIFTONLARSONALLEN LLP DENTAL INSURANCE PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – General assets of the sponsorYes
2021-01-01Plan benefit arrangement – General assets of the sponsorYes
2020: CLIFTONLARSONALLEN LLP DENTAL INSURANCE PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – General assets of the sponsorYes
2020-01-01Plan benefit arrangement – General assets of the sponsorYes
2019: CLIFTONLARSONALLEN LLP DENTAL INSURANCE PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – General assets of the sponsorYes
2019-01-01Plan benefit arrangement – General assets of the sponsorYes
2018: CLIFTONLARSONALLEN LLP DENTAL INSURANCE PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – General assets of the sponsorYes
2018-01-01Plan benefit arrangement – General assets of the sponsorYes
2017: CLIFTONLARSONALLEN LLP DENTAL INSURANCE PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – General assets of the sponsorYes
2017-01-01Plan benefit arrangement – General assets of the sponsorYes
2016: CLIFTONLARSONALLEN LLP DENTAL INSURANCE PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – General assets of the sponsorYes
2016-01-01Plan benefit arrangement – General assets of the sponsorYes
2015: CLIFTONLARSONALLEN LLP DENTAL INSURANCE PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – General assets of the sponsorYes
2015-01-01Plan benefit arrangement – General assets of the sponsorYes
2014: CLIFTONLARSONALLEN LLP DENTAL INSURANCE PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – General assets of the sponsorYes
2014-01-01Plan benefit arrangement – General assets of the sponsorYes
2013: CLIFTONLARSONALLEN LLP DENTAL INSURANCE PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – General assets of the sponsorYes
2013-01-01Plan benefit arrangement – General assets of the sponsorYes
2012: CLIFTONLARSONALLEN LLP DENTAL INSURANCE PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: CLIFTONLARSONALLEN LLP DENTAL INSURANCE PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: CLIFTONLARSONALLEN LLP DENTAL INSURANCE PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: CLIFTONLARSONALLEN LLP DENTAL INSURANCE PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

DELTA DENTAL OF MINNESOTA (National Association of Insurance Commissioners NAIC id number: 55034 )
Policy contract number050948
Policy instance 1
Insurance contract or identification number050948
Number of Individuals Covered1059
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $40,286
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $805,713
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,164
Insurance broker organization code?3
Insurance broker nameCMC ADVISORY GROUP LLC
DELTA DENTAL OF MINNESOTA (National Association of Insurance Commissioners NAIC id number: 55034 )
Policy contract number050948
Policy instance 1
Insurance contract or identification number050948
Number of Individuals Covered1055
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $38,899
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $777,978
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF MINNESOTA (National Association of Insurance Commissioners NAIC id number: 55034 )
Policy contract number050948
Policy instance 1
Insurance contract or identification number050948
Number of Individuals Covered1002
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $28,696
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $573,910
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $28,696
Insurance broker organization code?3
Insurance broker name

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