ALERA GROUP, INC.broker

Benefits brokerage · plan year 2024 · page 4

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 Lancaster Bible College
won Landis Communities
won Tendo Systems Inc.
won F-D-S Manufacturing Company
won Utility Supply and Construction Company
won Electrocraft Inc
lost Dermatology Medical Partners
lost Standex International Corporation
lost Whitney, Bailey, Cox & Magnani, LLC
lost Elite Transit Solutions
lost Dykhuis Farms, Inc.
lost Mid-Columbia Medical Center
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
Chronic Care Management Inc dba Cosan Group OH$1,196
Dynasplint Systems, Inc MD$1,173
Gerrity's Supermarket Inc PA$1,163
D and F Construction Inc. MD$1,160
Autofi, Inc CA$1,144
R.K. Miles, Incorporated VT$1,113
Al's Sporting Goods UT$1,099
Thompson and Johnson Equipment Co., Inc. NY$1,090
Huy Fong Foods, Inc. CA$1,089
Innovative Plastics Corporation NY$1,082
Christian Health Care Center WA$1,076
Coalition for Christian Outreach PA$1,041
The Rosewood Corporation TX$1,016
Linfield University OR$983
Element Biosciences, Inc. CA$981
Greenville Tool and Die Company MI$978
Drew Child Development Corporation CA$976
McFarland Johnson Inc. NY$931
Continuum Health Management, LLC CO$902
Mars Electric Company OH$882
Rehabilitation Support Services Inc NY$873
Mizner Country Club FL$865
The Chapin School NY$854
Carclo Technical Plastics, Inc PA$830
Polaris Laboratories LLC IN$829
Kidder Mathews, Inc. WA$798
Connecticut Distributors Inc CT$793
Habitat for Humanity of Metro Denver, Inc CO$783
Desimone Gaming LLC NV$756
1ST Pet Veterinary Centers Chandler Inc. AZ$741
Gaines and Company, Inc. MD$736
Sunland Employee Leasing, LLC TN$668
W. R. Meadows, Inc. IL$644
Artegan LLC WA$640
Thomas Oilfield Services, Inc. TX$635
Lambs Farm IL$635
Eagle Distributing of Shreveport, Inc. LA$611
Latino Network OR$601
Hollywood Park Casino, LLC CA$590
Transhumance Holding Company, Inc CA$581
Mainstreet Credit Union KS$568
Lighthouse Title MI$567
Broken Sound Club, Inc. FL$535
Riccelli Enterprises, Inc. NY$517
Whatnot CA$504
Security Financial Bank WI$492
Merchants Financial Group, Inc. MN$481
Commerce Capital Partners, LLC TX$461
Jessup Manufactured Housing, LLC TX$459
Distant Lands Trading Co. WA$457
Regency Transportation, Inc. MA$452
Kp Aviation AZ$435
Lake Forest Academy IL$429
Melgar Facility Maintenance, LLC TX$426
Halcon Furniture LLC MN$418
Johanna Foods, Inc. NJ$412
Temco Engineered Products, Inc OR$412
Superior Foods Company MI$404
Administrative Concepts, Inc. PA$392
The Exterior Company, Inc. PA$383
Xpedition Vehicle Service LLC CO$366
North Kern South Tulare Hospital CA$362
Altro USA, Inc. MA$352
Willis Custom Yachts LLC FL$345
South Central Electric LLC TX$330
Friends Academy NY$312
The McGee Group, Inc. GA$294
Magenta, LLC IL$292
North Kern South Tulare Hospital CA$288
Jessup Manufactured Housing, LLC TX$268
Yoder Management LLC CO$265
Hawke Media CA$264
Hendrix-Isa LLC PA$252
J F Heritage LLC TX$240
Pleasant View Retirement Community PA$225
Btst Services MD$220
MD Restaurant Group, LLC IL$218
Peace, Inc. NY$214
Tendo Systems Inc. PA$208
Air Squared Manufacturing, Inc. CO$203
O.C. Seacrets, Inc. MD$200
Kratos Industries LLC CO$190
Resurrection Christian School CO$189
Forney Industries, Inc. CO$189
Alamo Parcel Logistics, LLC TX$160
Hardt Precision LLC PA$155
North Georgia Kids Academy, Inc. GA$148
Westland Floral Company Carpinteria, Inc. CA$144
34ED, LLC GA$126
Bowery Real Estate Systems dba Bowery Valuation NY$117
Goodwill Industries of North Louisiana, Inc. LA$109
C-Care Company, LLC MD$102
Ebix, Inc. GA$87
Eden Stone WI$74
Sjb Child Development Centers, Inc. CO$64
Cox's Foodarama, Inc TX$57
Vista Manufacturing, Inc. MI$55
Southern California Health & Rehabilitation Program CA$54
Executive Security Services Inc OR$53
Farmer Boy AG, Inc. PA$49

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