ALERA GROUP INCbroker

Benefits brokerage · plan year 2024 · page 2

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
won Greenleaf Hospitality Group
won Roberts Wesleyan University and Northeastern Seminary
won Empire State Mines, LLC
won Rcs Grading
won Avenue Logistics
won Landis Communities
lost M. Argueso & Company, Inc. dba Paramelt
lost Winslow Memorial Hospital
lost The Moore Companies Inc.
lost Twin Diamond Operator, LLC
lost Tp Host LLC
lost MAGNA5 Holdings LLC
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
Barley Snyder LLP PA$3,866
Boiron, Inc. PA$3,856
Holyoke Health Center MA$3,840
Nysarc, Inc. Warren, Washington & Albany Counties Chapter NY$3,690
Greenleaf Hospitality Group MI$3,657
Aki, Inc. dba Arcade Beauty NJ$3,500
Td&I Cable Maintenance, Inc. WI$3,484
Boston Renaissance Charter Public School MA$3,471
Davidson Automotive Group NY$3,415
The Gersh Agency, Inc CA$3,411
Neurosurgical Associates, LTD AZ$3,380
Paul Smith's College of Arts and Sciences NY$3,363
Interstate Chemical Company Inc PA$3,231
Mohawk Valley Community Action Agency, Inc. NY$3,140
Goodvets Veterinary Services LLC IL$3,113
Turning Point, Inc. MA$3,095
Pk Steel Acquisition Co., LLC. PA$3,075
Precision Industries, Inc. PA$3,074
Community Health Programs, Inc. Employee Benefits Plan MA$3,019
Columbian Mutual Life Insurance Company NY$3,017
Arc Herkimer NY$2,951
Brunswick Bowling Products, LLC. MI$2,942
Pacur, LLC WI$2,894
Derry Medical Center NH$2,803
Eden Christian Academy PA$2,765
S.R. Snodgrass, P.C. PA$2,722
Surefire Wireline, LLC PA$2,698
Bouldercentre for Orthopedics, P.C CO$2,565
Gunter Construction Company, Inc. GA$2,563
The Adirondack Arc NY$2,520
Goauto Management Services, LLC LA$2,498
Vecna Robotics, Inc. MA$2,487
D M Bowman, Inc. MD$2,405
Surgent McCoy Cpe, LLC PA$2,403
Moda Operandi,Inc. NY$2,350
Empire State Mines, LLC NY$2,324
Avenue Logistics IL$2,306
St. Mary's Credit Union MA$2,181
Brahmin Leather Works, LLC MA$2,157
General Plastics Manufacturing Company WA$2,138
The Berkeley Carroll School NY$2,135
Advanced Behavioral Health, Inc. CT$2,117
Sun East Federal Credit Union PA$2,111
Easter Seals Rehabilitation TX$2,031
Finger Lakes United Cerebral Palsy, Inc Welfare Plan NY$1,990
Jsi Acquisitions dba Libertana Home Health CA$1,982
Transfix, Inc. NY$1,981
Jl Properties, Inc. AK$1,924
Chemung-Schuyler Counties Chapter, Nysarc, Inc. NY$1,891
Sheehan Phinney Bass & Green PA NH$1,855
Nysarc, Inc. Genesee-Livingston- Orleans-Wyoming Counties Chapter NY$1,817
Combined Public Communications, LLC KY$1,721
Winchester Thurston School PA$1,645
Homestead Funding Corp NY$1,623
Nysarc, Inc. Ontario County Chapter NY$1,622
Pittsburgh Gastroenterology Associates, LTD. PA$1,607
York College of Pennsylvania PA$1,606
Candid Care Co NC$1,579
Eagle Hill Foundation of Massachusetts,Inc. MA$1,565
Gielow Pickles, Inc. MI$1,542
Healthcare Solutions Wny, LLC NY$1,457
Iron Heart Canning Company, LLC NH$1,426
Piping Technology & Products, Inc. TX$1,332
Pickering, Inc TN$1,260
Rcs Grading SC$1,217
Cattaraugus Rehabilitation Center, Inc. NY$1,212
Litelab Corp. NY$1,196
Paths Management Services, LLC NY$1,178
Gagosian Gallery, Inc. NY$1,165
Fortress Biotech Inc MA$1,127
Allegheny Science & Technology Corporation WV$1,126
Radware, Inc. NJ$1,112
Evertz USA PA$1,067
Lbb Specialties Holdings LLC CT$1,028
Sunset Management, Inc. SC$980
Oregon Truss Co. Inc. OR$947
The Brearley School NY$940
The Road Home UT$938
Manhattan Skyline Management Corp NY$930
Cpc, LLC CT$907
Mader Corporation CO$899
Stephen Gaynor School NY$850
Lowe Engineers GA$839
Quantum Residential, Inc. WA$832
A123 Systems, LLC MI$828
Family & Children's Agency Inc. CT$806
Western Funding, Inc NV$787
Erco Worldwide Inc. GA$774
Tacodeli Holdings Inc. TX$748
Country Bank for Savings MA$735
Palmetto Automatic Sprinkler Co, Inc. SC$727
Rye Country Day School NY$715
The Shadowfax Corporation PA$701
Roberts Wesleyan University and Northeastern Seminary NY$636
Dykhuis Farms, Inc. MI$625
Stratascor, LLC VA$573
Callen-Lorde Community Health Center NY$573
Hardt Precision LLC PA$570
Team Sledd LLC WV$570
Bravera Holdings Corp ND$566

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