Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$8.8M
- Prescription drug$6.8M
- Other$3.9M
- Life$3.1M
- Long-term disability$2.1M
- Short-term disability$2.0M
- +1 more
Sponsor portfolio
ALERA GROUP, INC.
EIN 81-4473358insuranceLatest filing 2024
Plans
2
Retirement
1
$499.7M assets
Welfare
1
$12.9M premiums
Participants
9,628
3 PARKWAY NORTH, SUITE 500 - DEERFIELD, IL 600152567847-582-4511aleragroup.comLinkedIn1001-5000 employeesinsurance
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $12.9M premiums / 4,850 covered livesCarrier market share
Premium dollars by Schedule A carrier
53%top
- BLUE CROSS OF CALIFORNIA53%
- UNUM LIFE INSURANCE COMPANY OF AMERICA31%
- KAISER FOUNDATION HEALTH PLAN INC15%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY1%
- LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Broker market share
Schedule A broker compensation
61%top
- SMITH BROTHERS INSURANCE LLC61%
- GCG FINANCIAL LLC19%
- YARBROUGH, KENNETH C10%
- PROPEL INSURANCE AGENCY LLC9%
- M FINANCIAL HOLDINGS INC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ALERA GROUP, INC. SAVINGS PLAN
401k
Assets$499.7M
Participants5,277
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ALERA GROUP, INC. WELFARE BENEFITS PLAN
Mixed - PREMERA BLUE CROSS
Premiums$12.9M
Covered lives4,850
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ALERA GROUP, INC. SAVINGS PLAN | 401k | $499.7M | 5,277 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ALERA GROUP, INC. WELFARE BENEFITS PLAN | Mixed | PREMERA BLUE CROSS | $12.9M | 4,850 | 2024 |
Retirement plans
Welfare plans