form5500lookup

Benefits broker of record · MECHANICSBURG, PA

ALERA GROUP, INC

ALERA GROUP, INC of MECHANICSBURG, PA is named as the broker of record on 43 insurance contracts in public Form 5500 Schedule A filings.

One of 122 offices of ALERA GROUP, INC.

Contracts brokered
43
Book size
$100k–1M
Office state
PA

43 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 43 insured contracts for 40 employers, across 2 states, led by PA, MD.

Vision is the largest line (25 contracts), followed by health (20), dental (17), life (5).

HIGHMARK INC. writes the most contracts in the book (27, about 63%); ALERA GROUP INC, EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO., HEARTLAND 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.

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

vision 25 · health 20 · dental 17 · life 5 · disability 5 · stop-loss 1

Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationCarrierRenews
PAW ASSOCIATES LLCHANOVER, PAHIGHMARK INC.Sep 1FY2025
MAGNA5 MS LLCCANONSBURG, PAHIGHMARK INC.Jan 1FY2025
ENGIE MEP SERVICES NORTHEAST, LLCALLENTOWN, PAHIGHMARK INC.Jan 1FY2023
TUCKER ARENSBERG PCPITTSBURGH, PAHIGHMARK INC.Jan 1FY2025
EVERTZ USAINDIANA, PAHIGHMARK INC.Jan 1FY2025
Subscriber access
35

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 years 2023–2025 on this page)

Claude & ChatGPT

Look up records from Claude or ChatGPT

Add Form5500Lookup to Claude or ChatGPT and ask about any employer, broker or carrier in plain English. Lookups are free. Renewal lists, full books of business and exports are included with a subscription.

Building a list or a tool from these records? Match a list you already have from $29 per 1,000 records, or license the whole dataset as a weekly file for $499 a month. See both