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 10 insurance contracts in public Form 5500 Schedule A filings.
Contracts brokered
10
Book size
$100k–1M
States
CA
Book profile
ALERA GROUP, INC. brokers 10 insured contracts for 3 employers covering 3,084 people, across 2 states, led by CA, PA.
Health is the largest line (1 contracts), followed by vision (1), life (1), disability (1).
KAISER FOUNDATION HEALTH PLAN, INC. writes the most contracts in the book (1, about 10%); PRINCIPAL LIFE INSURANCE COMPANY, UNITED OF OMAHA LIFE INSURANCE COMPANY follow.
Renewals are spread through the year; March is the busiest month at 10% of contracts.
Carriers in the book
Renewals by month
- J
- F
- M
- A
- M
- J
- J
- A
- S
- O
- N
- D
Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| SPS TECHNOLOGIES, LLC | JENKINTOWN, PA | KAISER FOUNDATION HEALTH PLAN, INC. | December |
| OCEAN MEDIA LLC | HUNTINGTON BEACH, CA | UNITED OF OMAHA LIFE INSURANCE COMPANY | November |
| PRECISION ONE MEDICAL, INC. | OCEANSIDE, CA | PRINCIPAL LIFE INSURANCE COMPANY | March |
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A