ALERA GROUP, INCbroker

Benefits brokerage · plan year 2024 · page 2

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
won Mother Industries, LLC
won Thrive Physical Therapy Partners
won Empire State Mines, LLC
won Midwest Fastener Corporation
won Greater Boston Urology
won St. Mary's Credit Union
lost Ascend Learning, Inc.
lost Tecnico Corporation
lost Smart Pool Services LLC
lost Clark County Credit Union
lost Colony Display, LLC
lost National Holding Company, Inc.
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
Howley Bread Group, LTD OH$688
Yards Brewing Company, LLC PA$644
Willis Custom Yachts LLC FL$624
Matheny Motor Truck Company WV$620
Oregon Truss Co. Inc. OR$575
Pnw Metal Recycling, Inc. OR$516
Emma Willard School NY$468
Soteria Flexibles Corporation IL$448
The Packer Collegiate Institute NY$431
St. Mary's Credit Union MA$413
Patrick Motors Group, LLC MA$324
Cooperative Production, Inc. MA$292
Arena Sports, Inc WA$284
South Central Electric LLC TX$237
Behavioral Connections, Inc. MA$214
Fuzion Field Services LLC CO$192
Premier Dentist Partners, LLC IL$167
Arena Sports, Inc WA$159
Bear River Head Start UT$140
J F Heritage LLC TX$137
Pittsburgh Gastroenterology Associates, LTD. PA$60
Davlyn Group Holding, LLC PA$2
Sartorius Corporation NY-$189

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