Plan Ledger DOL Form 5500 · updated monthly

ALERA GROUP, INC.broker

Benefits brokerage · plan year 2024 · page 1

Reported compensation · 2024
$6.6M

ALERA GROUP, INC. was paid $6,632,382 in commissions and fees across 402 employer benefit plans in 2024, as reported on Schedule A ($1,785,440 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 282 client planslost 84

Computed from Schedule A filings for 2023 and 2024; a "lost" client may have switched, filed late, or stopped reporting compensation. Track movement across every firm: Plan Ledger Pro.

Client plans · 2024402
Agathos CA$211,924
Links Healthcare CA$131,062
Ride Connection OR$66,369
Ocean Media LLC CA$63,132
Lowe Engineers GA$45,296
Steuben Foods NY$21,360
Sunbit, Inc. CA$18,505
Dp Electric Inc AZ$17,737
Irwin Naturals CA$15,370
Freedomcare LLC NY$12,851
Waterfleet, LLC TX$11,607
Graco Inc. MN$11,178

Source: DOL Form 5500 Schedule A Part I broker compensation, plan year 2024. Related legal entities grouped under the ALERA GROUP, INC. brand.