Benefits broker of record · LOS ANGELES, CA
ALERA GROUP, INC.
ALERA GROUP, INC. of LOS ANGELES, CA is named as the broker of record on 5 insurance contracts in public Form 5500 Schedule A filings.
One of 122 offices of ALERA GROUP, INC.
5 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 5 insured contracts for 4 employers, all in California.
Vision is the largest line (3 contracts), followed by health (2), dental (2), life (2).
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA writes the most contracts in the book (2, about 40%); CALIFORNIA PHYSICIANS SERVICE, EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO., KAISER FOUNDATION HEALTH PLAN, INC. follow.
Renewals are spread through the year; January 1 renewals (policy year ends December) are the largest group, at 40% of the dated welfare contracts.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
vision 3 · health 2 · dental 2 · life 2 · disability 1
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| TREASURY PRIME INC. | SAN FRANCISCO, CA | CALIFORNIA PHYSICIANS SERVICE | Jan 1FY2023 |
| SUNBIT, INC. | LOS ANGELES, CA | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Sep 1FY2025 |
| DIAMOND LANDSCAPING LLC | VAN NUYS, CA | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dec 1FY2025 |
| TREASURY PRIME INC. | SAN FRANCISCO, CA | KAISER FOUNDATION HEALTH PLAN, INC. | Jan 1FY2023 |
| NORTH KERN SOUTH TULARE HOSPITAL | DELANO, CA | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | Oct 1FY2025 |
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2023–2025 on this page)
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