ALERA GROUP, INCbroker
Benefits brokerage · plan year 2024 · page 1
Reported compensation · 2024
$1.2M
ALERA GROUP, INC was paid $1,190,662 in commissions and fees across 123 employer benefit plans in 2024, as reported on Schedule A ($588,111 of it as fees rather than commissions).
Client movement · 2023 → 2024
Gained 97 client planslost 55
lost Tecnico Corporation
lost Colony Display, 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 · 2024123
Atlantic Bay Mortgage Group, LLC VA$117,037
Resilux America LLC GA$111,743
America's Home Place GA$82,609
Carclo Technical Plastics, Inc PA$64,840
Phx Holdings, LLC GA$48,526
Springfield Clinic, LLP IL$45,310
Propulsion Controls Engineering, Inc. CA$44,433
Treatment Centers Holdco LLC SC$38,531
Redpath USA Corporation NV$36,708
Devereux Advanced Behavioral Health PA$36,642
Standard International, LLC NY$28,829
Veterinary Practice Partners PA$28,696
Simitree Acquisition, LLC CT$27,128
Lowe Engineers GA$18,859
Callen-Lorde Community Health Center NY$16,616
Alti Global Holdings, LLC NY$16,557
El Centro Del Barrio TX$15,418
Warrior Invictus Holding Company, Inc. IL$15,297
Hms Industrial Networks IL$14,932
Blaise Alexander Management Inc. PA$13,995
Messner Reeves LLP CO$13,032
Ycharts Inc IL$12,864
Apr Supply Co. PA$12,671
Cafaro Management Company OH$11,048
First Protocol, Inc. NY$10,974
Consigli Construction Co., Inc. MA$10,366
Clayton, Dubilier & Rice Holdings, LP NY$10,340
Tindall Corporation SC$10,323
Banksesb MA$10,049
Modjeski and Masters, Inc. PA$8,992
Empire State Mines, LLC NY$8,876
Training Toward Self Reliance, Inc PA$8,516
Springbrook Holding Company, LLC OR$7,217
Lee Kennedy Co Inc MA$7,051
Skyline Restoration, Inc. NY$6,843
The Masters School NY$6,561
Lancaster Toyota, Inc. PA$5,669
Deublin Company, LLC IL$5,540
Surewerx USA Inc IL$5,508
Pressed Paperboard Technologies OH$5,474
Swire Shipping US, Inc. WA$5,264
Vectorply Corporation AL$4,543
Weaber, Inc. PA$4,317
Queens Law Associates NY$4,267
Arm Group Enterprises Inc PA$4,216
Accurate Perforating Company IL$3,877
Sauer Holdings, Inc. PA$3,785
Holly Hall Retirement Community TX$3,737
Thrive Physical Therapy Partners IL$3,737
Midwest Fastener Corporation MI$3,690
Keystone Custom Management, LLC PA$3,597
Joseph Machine Company, Inc. PA$3,375
Now Cfo UT$3,348
Cargolux TX$3,280
Eden Christian Academy PA$3,126
Service Access & Management, Inc. PA$2,955
McDonough Corporation AZ$2,867
O'Brien Veterinary Management, LLC IL$2,819
Processed Metals Innovators, Inc. WI$2,676
United Consulting Group, LTD. GA$2,576
Avalon Transportation CA$2,571
Cascade Aids Project OR$2,472
Martin Foods, LP TX$2,371
Waveny Care Center CT$2,196
Greater Boston Urology MA$2,032
Optimal Home Care Inc. CO$1,948
Eagle Alloy, Inc. MI$1,785
Gordon Sales, Inc. LA$1,738
GS1 US, Inc. NJ$1,683
Urban League of Metropolitan Seattle WA$1,633
Bowe Business Group, Inc. WI$1,555
Catapult Sports, Inc. MA$1,509
Software Specialists Inc. PA$1,494
Jessup Manufacturing Company IL$1,358
Moac Mall Holdings LLC MN$1,300
Harvey Vogel Manufacturing Co. MN$1,281
Hardt Precision LLC PA$1,200
Lowe Engineers GA$1,187
Air Ventures LLC PA$1,182
Nutter Corporation WA$1,180
Arceo Labs, Inc. CA$1,122
American Precision Industries OR$1,108
Wealthfront Corporation CA$894
Returns 'R' US LLC IL$796
Unified Health Services, LLC TN$773
Washington Financial Bank PA$739
Mother Industries, LLC NY$728
Source: DOL Form 5500 Schedule A Part I broker compensation, plan year 2024. Related legal entities grouped under the ALERA GROUP, INC brand.