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Benefits broker of record · MELVILLE, NY

ALERA GROUP

ALERA GROUP of MELVILLE, NY is named as the broker of record on 5 insurance contracts in public Form 5500 Schedule A filings.

One of 122 offices of ALERA GROUP, INC.

Contracts brokered
5
Book size
under $10k
Office state
NY

5 contracts on file name ALERA GROUP 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 brokers 5 insured contracts for 5 employers, across 2 states, led by PA, NY.

Life is the largest line (3 contracts), followed by disability (2), health (1).

HARTFORD LIFE AND ACCIDENT writes the most contracts in the book (4, about 80%); UPMC HEALTH OPTIONS follow.

Renewals concentrate on October 1: 60% of the dated welfare contracts have policy years ending in September, so most of the book comes up for review at once.

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.

life 3 · disability 2 · health 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
MBB AUTO LLC MERCEDES-BENZ OF BROOKLYNBROOKLYN, NYHARTFORD LIFE AND ACCIDENTJan 1FY2025
WASHINGTON FINANCIAL BANKWASHINGTON, PAHARTFORD LIFE AND ACCIDENTOct 1FY2025
WASHINGTON FINANCIAL BANKWASHINGTON, PAHARTFORD LIFE AND ACCIDENTOct 1FY2025
WASHINGTON FINANCIAL BANKWASHINGTON, PAHARTFORD LIFE AND ACCIDENTOct 1FY2025
GREENMAN-PEDERSEN, INC.MELVILLE, NYUPMC HEALTH OPTIONSDec 1FY2025

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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