ALERA GROUP INCbroker

Benefits brokerage · plan year 2024 · page 3

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
Boss Holdings, Inc. IL$563
Central Behavioral Health PA$548
David J Ahearn, D.D.S., P.C. MA$462
Landis Communities PA$459
Mt Operating Eng Const & Mining Ind Health & Security & Vacation Trust WA$434
Compass Rose of Brandon, LLC FL$407
Freeway Corporation OH$405
T3 Expo, LLC MA$389
Cfdi Management Group LLC IL$343
Wisconsin Early Childhood Association WI$310
The Arc Wayne NY$302
Zander Solutions, LLC WI$296
Coe Distributing PA$278
Willis Custom Yachts LLC FL$273
Friends Academy NY$226
Blue Ridge Bread OH$206
Harbar, LLC MA$205
Cobb B LLC NY$201
Cobb B LLC NY$201
Valley Christian Schools CA$174
Washington Financial Bank PA$168
Pureflex, LLC MI$161
Greenstar Cooperative Market, Inc NY$152
Yards Brewing Company, LLC PA$127
St. Catherine's Center for Children NY$127
Praesto Services LLC dba Solace Services LLC TN$107
Infusystem, Inc. MI$88
Washington Financial Bank PA$86
Standard Construction Company, Inc. TN$77
Cannon-Muskegon Corporation MI$61
Washington Financial Bank PA$50
West Side Federation for Senior and Supportive Housing NY$37
Harkins Builders, Inc. MD$33
Laticrete International, Inc. CT$31
Coretech Consulting Group, LLC PA$25
Alliance for Behavioral and Developmental Disabilities PA$25
Valley Special Needs (Valley Community Services) PA$25

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