ALERA GROUP, INC.broker

Benefits brokerage · plan year 2024 · page 5

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

Lord & Sons, Inc. CA$25

Atos IT Solutions and Services, Inc. TX$2

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