ALERA GROUP, INC.broker
Benefits brokerage · plan year 2024 · page 2
Reported compensation · 2024
$6.6M
ALERA GROUP, INC. was paid $6,632,382 in commissions and fees across 402 employer benefit plans in 2024, as reported on Schedule A ($1,785,440 of it as fees rather than commissions).
Client movement · 2023 → 2024
Gained 282 client planslost 84
won Electrocraft Inc
lost Dykhuis Farms, 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 · 2024402
Wilcox Farms, Inc. WA$9,490
Resortcom International, LLC. NV$9,329
Texas Petroleum Investment Company TX$9,324
Preco, LLC KS$9,232
Lv Petroleum, LLC NV$9,197
Bray and Scarff MD$8,968
The Kolter Group LLC FL$8,536
La Clinica OR$8,424
Open Health NY$8,227
Brandywine Realty Trust PA$8,046
Black Label Services, Inc. CO$7,886
Chai Trust Company, LLC IL$7,734
Intercoastal Mortgage, LLC VA$7,688
Belfast Valley Contractors, Inc. MD$7,626
Brothers Produce Inc. TX$7,621
Trustees of Hamilton College NY$7,452
McElroy Metal Inc. LA$7,376
Paxxus, Inc. IL$7,290
Cafe Services, Inc. NH$7,289
Waynesburg University PA$7,255
Discovery Natural Resources CO$7,053
Global Wind Service US Inc TX$7,040
Barber-Nichols, LLC CO$6,978
Hendrix-Isa LLC PA$6,969
East Harlem Scholars Academy NY$6,940
Clark County Credit Union NV$6,756
Fila USA, Inc. MD$6,700
Carel USA PA$6,633
Allard Nazarian Group, Inc. NH$6,602
Ark Post Acute Network, LLC FL$6,572
Apollo Intelligence Operating LLC MA$6,518
Bnz Materials, Inc. PA$6,392
Triple Crown Corporation PA$6,336
Williams Form Engineering Corp MI$6,281
Anglogold Ashanti North America Inc CO$5,950
National Apartment Association VA$5,885
Graham Corporation NY$5,809
Patriot Angels TN$5,739
Alternate Number Five MI$5,732
Bayside Auto Group MD$5,574
Kleen-Rite Corporation PA$5,480
Kleen-Rite Corporation PA$5,480
Kleen-Rite Corporation PA$5,480
The Neighborhood Center, Inc. NY$5,459
Instawork CA$5,368
Eshares, Inc. CA$5,270
Trans Air Manufacturing Corporation PA$5,255
Automattic Inc. CA$5,238
Compass Health Center, LLC IL$5,223
Spiroflow Holdings, Inc. NC$5,217
Cpm Federal Credit Union SC$5,153
Breeden Mechanical, Inc. VA$5,144
Matric Limited PA$5,090
Harger Inc. IL$5,062
Duhadway, Kendall & Associates Inc MI$5,013
Total Directional Services, LLC CO$5,005
The Juniata Valley Bank PA$4,732
Del Conca USA, Inc. TN$4,720
Links Healthcare CA$4,688
Main Electric Supply Company LLC CA$4,650
Axtria Inc NJ$4,593
Shore United Bank, N.A. MD$4,541
Betterment Holdings, Inc NY$4,538
Mangione Enterprises of Turf Valley MD$4,420
Hartline Barger, LLP TX$4,393
Inspire Veterinary Partners Inc. VA$4,373
Barchemy, LLC PA$4,304
Summit Human Capital, LLC VA$4,274
Vertical Screen, Inc. PA$4,251
Paw Associates LLC PA$4,218
Kiwanda Hosptiality Group LTD OR$4,185
Investortools, Inc. IL$4,178
Handi Foil Corporation IL$4,153
Center for Internet Security, Inc. NY$4,135
Atec, Inc. TX$4,055
Advanced Conversion Technology, Inc PA$3,879
Geocomp, Inc. MA$3,824
Catelli Brothers, Inc. NJ$3,775
Prince Industries LLC IL$3,765
Wagman, Inc. PA$3,757
Cleanspark, Inc. NV$3,756
Buron, Inc. WA$3,706
Charter School Associates, Inc. FL$3,697
Vetevolve of Va LLC VA$3,681
Liberty Steel Products Inc OH$3,551
David a. Bramble, Inc. MD$3,549
Camunda Inc. CA$3,509
Herring Bank TX$3,489
Dtiq Technologies, Inc. MA$3,449
Source: DOL Form 5500 Schedule A Part I broker compensation, plan year 2024. Related legal entities grouped under the ALERA GROUP, INC. brand.