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Benefits broker of record · WAYNE, PA

ALERA GROUP, INC.

ALERA GROUP, INC. of WAYNE, PA is named as the broker of record on 30 insurance contracts in public Form 5500 Schedule A filings.

One of 122 offices of ALERA GROUP, INC.

Contracts brokered
30
Book size
under $10k
Office state
PA

30 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 30 insured contracts for 9 employers, all in Pennsylvania.

Disability is the largest line (11 contracts), followed by life (9), dental (1), vision (1).

UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (30, about 100%).

Renewals are spread through the year; August 1 renewals (policy year ends July) are the largest group, at 33% of the dated welfare contracts.

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
Contracts by employer state

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

StateContracts
Lines of coverage

Contracts by line.

disability 11 · life 9 · dental 1 · vision 1

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
ADVANCED CONVERSION TECHNOLOGY, INCMIDDLETOWN, PAUNITED OF OMAHA LIFE INSURANCE COMPANYJan 1FY2025
BIBLE FELLOWSHIP CHURCH HOMES, INCWHITEHALL, PAUNITED OF OMAHA LIFE INSURANCE COMPANYJul 1FY2025
EVEREST GROUP HOLDINGS LLCWEXFORD, PAUNITED OF OMAHA LIFE INSURANCE COMPANYAug 1FY2025
BROAD TOP AREA MEDICAL CENTER, INC.BROAD TOP, PAUNITED OF OMAHA LIFE INSURANCE COMPANYMay 1FY2025
BROAD TOP AREA MEDICAL CENTER, INC.BROAD TOP, PAUNITED OF OMAHA LIFE INSURANCE COMPANYMay 1FY2025
Subscriber access
5

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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