Benefits broker of record · GRAND RAPIDS, MI
ALERA GROUP, INC.
ALERA GROUP, INC. of GRAND RAPIDS, MI is named as the broker of record on 36 insurance contracts in public Form 5500 Schedule A filings.
One of 122 offices of ALERA GROUP, INC.
36 contracts on file name ALERA GROUP, INC. as broker of record. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.
Book profile
ALERA GROUP, INC. brokers 36 insured contracts for 32 employers, across 2 states, led by MI, MD.
Vision is the largest line (24 contracts), followed by life (10), disability (8), health (1).
VISION SERVICE PLAN writes the most contracts in the book (23, about 64%); THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, COMPANION LIFE INSURANCE COMPANY, HEALTHIESTYOU C/O TELADOC HEALTH INC follow.
Renewals concentrate on January 1: 58% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
- VISION SERVICE PLAN23
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY10
- COMPANION LIFE INSURANCE COMPANY1
- HEALTHIESTYOU C/O TELADOC HEALTH INC1
- LIFE INSURANCE COMPANY OF NORTH AMERICA1
Counted by each employer's own state. Largest first.
Contracts by line.
vision 24 · life 10 · disability 8 · health 1 · dental 1
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
- J
- F
- M
- A
- M
- J
- J
- A
- S
- O
- N
- D
Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| HERBRUCKS POULTRY RANCH | SARANAC, MI | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Jan 1FY2025 |
| MY COMMUNITY DENTAL CENTERS | PETOSKEY, MI | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Jan 1FY2025 |
| ANDY J. EGAN CO., INC | GRAND RAPIDS, MI | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Feb 1FY2025 |
| PROGRESSIVE SURFACE, INC. | GRAND RAPIDS, MI | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Jan 1FY2025 |
| ELLA EM BROWN CHARITABLE CIRCLE | MARSHALL, MI | VISION SERVICE PLAN | Jan 1FY2025 |
more employers in ALERA GROUP, INC.'s book
See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan year 2025 on this page)
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