Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$8.9M
- Prescription drug$6.6M
- Other$4.4M
- Life$3.6M
- Long-term disability$2.5M
- Dental$56K
Sponsor portfolio
ALERA GROUP, INC.
EIN 81-4473358insuranceLatest filing 2025
Plans
2
Retirement
1
$499.7M assets
Welfare
1
$13.7M premiums
Participants
9,915
3 PARKWAY NORTH SUITE 500 - DEERFIELD, IL 60015847-582-4501aleragroup.comLinkedIn1001-5000 employeesinsurance
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $13.7M premiums / 4,554 covered livesCarrier market share
Premium dollars by Schedule A carrier
49%top
- BLUE CROSS OF CALIFORNIA49%
- UNUM LIFE INSURANCE COMPANY OF AMERICA35%
- KAISER FOUNDATION HEALTH PLAN INC16%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY0%
- LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Broker market share
Schedule A broker compensation
39%top
- GCG FINANCIAL LLC39%
- SMITH BROTHERS INSURANCE LLC36%
- YARBROUGH, KENNETH C18%
- PROPEL INSURANCE AGENCY, LLC5%
- M FINANCIAL HOLDINGS INC2%
- +1 more
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$13.7M
Covered lives4,554
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 | $13.7M | 4,554 | 2025 |
Retirement plans
Welfare plans