How many benefit plans does Alera Group, Inc. report on Form 5500?

Alera Group, Inc. (EIN 81-4473358) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Alera Group, Inc.?

The Employer Identification Number (EIN) reported for Alera Group, Inc. is 81-4473358.

What is the latest Form 5500 filing year for Alera Group, Inc.?

The latest loaded Form 5500 filing year for Alera Group, Inc. is 2023.

Alera Group, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Alera Group, Inc. (EIN 81-4473358) is a plan sponsor located in Deerfield, IL with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 81-4473358
Location: Deerfield, IL
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $414,256,172
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $414,256,172

Contributions & income

Employer contributions: $15,217,209
Participant contributions: $40,124,258
Total income / additions: $133,485,901

Expenses & distributions

Benefits paid / distributions: $24,082,631
Total expenses: $24,595,871
Net increase / (decrease): $108,890,030

Coverage

Total reported participants: 8,435
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Alera Group, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Alera Group, Inc. Savings Plan	001	4,958	$414,256,172	2023
Alera Group, Inc. Welfare Benefits Plan	501	3,477	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Alera Group, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Alera Group, Inc. Welfare Benefits Plan	3,477	—	20240919192223NAL0013537682001
2023	Alera Group, Inc. Savings Plan	4,958	H, C	20241008145332NAL0008485955001