Plan Ledger DOL Form 5500 · updated monthly

ALERA GROUP INCbroker

Benefits brokerage · plan year 2024 · page 1

Reported compensation · 2024
$3.5M

ALERA GROUP INC was paid $3,468,429 in commissions and fees across 237 employer benefit plans in 2024, as reported on Schedule A ($1,451,626 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 132 client planslost 90

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 · 2024237
John Muir Health CA$628,364
Nutrition, Inc. PA$39,055
Pratt Institute NY$15,596
Pathstone NY$12,605
Bard College NY$10,834
Autodie, LLC MI$10,275
Ponce Bank NY$6,288
Bhcare, Inc. CT$5,352
Avidia Bank MA$4,712
Abilis Inc. CT$4,403

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