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Benefits broker of record · NEW YORK, NY

ALERA GROUP INC

ALERA GROUP INC of NEW YORK, NY is named as the broker of record on 157 insurance contracts in public Form 5500 Schedule A filings.

One of 122 offices of ALERA GROUP, INC.

Contracts brokered
157
Book size
$1M+
Office state
NY

157 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 157 insured contracts for 108 employers, across 23 states, led by NY, TX, CA.

Life is the largest line (59 contracts), followed by disability (57), vision (40), dental (39).

SUN LIFE ASSURANCE COMPANY OF CANADA writes the most contracts in the book (47, about 30%); CIGNA HEALTH AND LIFE INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, VISION SERVICE PLAN follow.

Renewals concentrate on January 1: 75% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

Contracts by employer state

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

StateContracts
Lines of coverage

Contracts by line.

life 59 · disability 57 · vision 40 · dental 39 · health 31 · stop-loss 5

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
MOTHER INDUSTRIES, LLCBROOKLYN, NYCIGNA HEALTH AND LIFE INSURANCE COMPANYJan 1FY2025
NEIGHBORHOOD DEFENDER SERVICE, INC.NEW YORK, NYCIGNA HEALTH AND LIFE INSURANCE COMPANYDec 1FY2025
DOLCE & GABBANA USA, INCNEW YORK, NYUNITEDHEALTHCARE INSURANCE COMPANYApr 1FY2026
ATG ENTERTAINMENT-NORTH AMERICA LLCSAN ANTONIO, TXCIGNA HEALTH AND LIFE INSURANCE COMPANYOct 1FY2025
THE GERSH AGENCY, INCBEVERLY HILLS, CACIGNA HEALTH AND LIFE INSURANCE COMPANYJan 1FY2025
Subscriber access
103

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 2025–2026 on this page)

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