Plan Ledger DOL Form 5500 · updated monthly

ALERA GROUP, INC.broker

Benefits brokerage · plan year 2024 · page 3

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

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
Visioncorps PA$3,234
Evertz USA PA$2,792
Veristat, LLC MA$2,613
Sectra, Inc. CT$1,797
Point B Inc. WA$1,745
Ui Holding Co NY$1,638
Alector, LLC CA$1,433
Losa LLC OR$1,332
Teecom CA$1,305

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