Benefits broker of record · NEWPORT BEACH, CA
ALERA GROUP, INC.
ALERA GROUP, INC. of NEWPORT BEACH, CA is named as the broker of record on 3 insurance contracts in public Form 5500 Schedule A filings.
One of 122 offices of ALERA GROUP, INC.
Book profile
ALERA GROUP, INC. brokers 3 insured contracts for 3 employers, all in California.
Life is the largest line (3 contracts), followed by disability (3), vision (2), dental (1).
METROPOLITAN LIFE INSURANCE COMPANY writes the most contracts in the book (2, about 67%); THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA follow.
Renewals are spread through the year; June 1 renewals (policy year ends May) are the largest group, at 33% 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.
life 3 · disability 3 · vision 2 · 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.
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Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| ARCHITECTS ORANGE, LLP. | ORANGE, CA | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Jun 1FY2025 |
| AUTOFI, INC | SAN FRANCISCO, CA | METROPOLITAN LIFE INSURANCE COMPANY | Oct 1FY2025 |
| LORD & SONS, INC. | SAN JOSE, CA | METROPOLITAN LIFE INSURANCE COMPANY | Jan 1FY2024 |
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)
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