Benefits broker of record · SANTA ANA, CA
ALERA GROUP, INC.
ALERA GROUP, INC. of SANTA ANA, CA is named as the broker of record on 9 insurance contracts in public Form 5500 Schedule A filings.
One of 122 offices of ALERA GROUP, INC.
9 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 9 insured contracts for 7 employers, across 3 states, led by CA, PA, MA.
Life is the largest line (5 contracts), followed by disability (4), health (3), vision (3).
UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (5, about 56%); KAISER FOUNDATION HEALTH PLAN, INC., PRINCIPAL LIFE INSURANCE COMPANY, VISION SERVICE PLAN follow.
Renewals are spread through the year; January 1 renewals (policy year ends December) 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 5 · disability 4 · health 3 · vision 3
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 |
|---|---|---|---|
| SPS TECHNOLOGIES, LLC | JENKINTOWN, PA | KAISER FOUNDATION HEALTH PLAN, INC. | Jan 1FY2025 |
| SPS TECHNOLOGIES, LLC | JENKINTOWN, PA | UNITED OF OMAHA LIFE INSURANCE COMPANY | Jan 1FY2025 |
| ANZA MANAGEMENT COMPANY | NEWPORT BEACH, CA | UNITED OF OMAHA LIFE INSURANCE COMPANY | Sep 1FY2025 |
| HUY FONG FOODS, INC. | IRWINDALE, CA | KAISER FOUNDATION HEALTH PLAN, INC. | Feb 1FY2025 |
| DTIQ TECHNOLOGIES, INC. | FRAMINGHAM, MA | UNITED OF OMAHA LIFE INSURANCE COMPANY | Jan 1FY2025 |
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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