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Benefits broker of record · OXNARD, CA

ALERA GROUP INC

ALERA GROUP INC of OXNARD, CA is named as the broker of record on 46 insurance contracts in public Form 5500 Schedule A filings.

One of 122 offices of ALERA GROUP, INC.

Contracts brokered
46
Book size
$100k–1M
Office state
CA

46 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 46 insured contracts for 25 employers, across 4 states, led by CA, MA, PA.

Life is the largest line (17 contracts), followed by health (14), dental (14), disability (13).

KAISER FOUNDATION HEALTH PLAN, INC. writes the most contracts in the book (7, about 15%); UNITED OF OMAHA LIFE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA follow.

Renewals are spread through the year; January 1 renewals (policy year ends December) are the largest group, at 39% of the dated welfare contracts.

Contracts by employer state

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

StateContracts
Lines of coverage

Contracts by line.

life 17 · health 14 · dental 14 · disability 13 · vision 10

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
QUINN EMANUEL URQUHART & SULLIVAN, LLPLOS ANGELES, CACIGNA HEALTH AND LIFE INSURANCE COMPANYSep 1FY2025
SPS TECHNOLOGIES, LLCJENKINTOWN, PAKAISER FOUNDATION HEALTH PLAN, INC.Jan 1FY2025
SPS TECHNOLOGIES, LLCJENKINTOWN, PAMETROPOLITAN LIFE INSURANCE COMPANYJan 1FY2025
HENRY E. HUNTINGTON LIBRARY AND ART GALLERYSAN MARINO, CAKAISER FOUNDATION HEALTH PLAN, INC.Jan 1FY2025
HENRY E. HUNTINGTON LIBRARY AND ART GALLERYSAN MARINO, CAAETNA LIFE INSURANCE COMPANYJan 1FY2025
Subscriber access
22

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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