Alera Investment Advisors LLC — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Alera Investment Advisors LLC is reported as a service provider on 35 loaded Form 5500 filing(s) across 35 plan sponsor(s) and 35 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $773,927 and reported indirect compensation totals $509,011.
Reported compensation summary
- Reported direct compensation
- $773,927
- Reported indirect compensation
- $509,011
- Total reported compensation
- $1,282,938
- Filings
- 35
- Plan sponsors
- 35
- Plans
- 35
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Feeding America | IL | 1 | $112,688 |
| Ascot Us Holding Corporation | NY | 1 | $91,450 |
| Truckpro, LLC | TN | 1 | $89,358 |
| Alera Group, Inc. | IL | 1 | $75,000 |
| National Association Of Boards Of Pharmacy | IL | 1 | $74,921 |
| Whatcom Educational Credit Union | WA | 1 | $66,087 |
| Lundbeck LLC | IL | 1 | $65,000 |
| Skookum Educational Programs | WA | 1 | $57,862 |
| Opportunity Financial, LLC | IL | 1 | $44,187 |
| Kitsap Credit Union | WA | 1 | $43,547 |
State footprint
Plans reporting Alera Investment Advisors LLC are sponsored in IL (11), WA (9), TX (3), PA (2), GA (2), OH (1), TN (1), UT (1), NY (1), IA (1), MN (1), NE (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Feeding America | Feeding America 401(K) Plan | 2023 | $0 | $112,688 |
| Ascot Us Holding Corporation | Ascot 401(K) Retirement Plan | 2023 | $0 | $91,450 |
| Truckpro, LLC | Truckpro, LLC 401(K) Plan | 2023 | $0 | $89,358 |
| Alera Group, Inc. | Alera Group, Inc. Savings Plan | 2023 | $74,920 | $80 |
| National Association Of Boards Of Pharmacy | National Association Of Boards Of Pharmacy Retirement Savings Plan | 2023 | $0 | $74,921 |
| Whatcom Educational Credit Union | Whatcom Educational Credit Union Retirement Plan | 2023 | $66,087 | not reported in the loaded dataset |
| Lundbeck LLC | Lundbeck LLC 401(K) Plan | 2023 | $65,000 | not reported in the loaded dataset |
| Skookum Educational Programs | Skookum 401(K) Retirement Plan | 2023 | $57,862 | not reported in the loaded dataset |
| Opportunity Financial, LLC | Opportunity Financial, LLC 401(K) Plan | 2023 | $44,187 | not reported in the loaded dataset |
| Kitsap Credit Union | Kitsap Credit Union 401(K) Retirement Savings Plan | 2023 | $43,547 | not reported in the loaded dataset |
| Fibre Federal Credit Union | Fibre Federal Credit Union Savings Retirement Plan | 2023 | $43,183 | not reported in the loaded dataset |
| Banyan Software Holdings, LLC | Banyan Software Retirement Plan | 2023 | $39,049 | not reported in the loaded dataset |
| Korum Automotive Group, Inc. | Korum Automotive Group, Inc. Salary Deferral 401(K) Plan | 2023 | $33,888 | not reported in the loaded dataset |
| Metropolitan Industries, Inc. | Metropolitan Industries, Inc. 401(K) Savings Plan | 2023 | $0 | $33,538 |
| Wjk Corporation | Wjk Corporation 401(K) Plan | 2023 | $33,065 | $12 |
| Simitree Acquisition LLC | Simitree Healthcare Consulting, LLC 401(K) Plan | 2023 | $32,510 | not reported in the loaded dataset |
| Pen-Link, Ltd. | Pen-Link, Ltd. 401(K) Plan | 2023 | $27,777 | $2,223 |
| Mizar Holding Company, Inc. | Mizar Holding Company, Inc. 401(K) Profit Sharing Plan | 2023 | $0 | $30,000 |
| Dawson Construction, LLC | Dawson Construction, LLC Retirement Plan | 2023 | $26,142 | $0 |
| The Habitat Company, LLC | The Habitat Company Employees' Retirement & Savings Plan | 2023 | $26,000 | not reported in the loaded dataset |
| Industrial Credit Union Of Whatcom County | Industrial Credit Union Of Whatcom County 401(K) Plan | 2023 | $0 | $25,512 |
| Vizza Wash, L.P. | Vizza Wash, L. P. 401(K) Plan | 2023 | $25,188 | not reported in the loaded dataset |
| Mediamosaic, Inc. Dba The Mosaic Company | Mosaic 401(K) Plan | 2023 | $25,000 | not reported in the loaded dataset |
| Surewerx Usa Inc. | Surewerx Usa 401(K) Plan | 2023 | $24,582 | not reported in the loaded dataset |
| Cenexel Clinical Research, Inc. | Cenexel Clinical Research, Inc. 401(K) Plan | 2023 | $0 | $23,780 |
| Y-Prime LLC | Y-Prime LLC 401(K) Profit Sharing Plan | 2023 | $21,667 | not reported in the loaded dataset |
| Villa Academy | Villa Academy Retirement Plan | 2023 | $19,445 | $5 |
| Speedy Novus Glass LLC | Speedy Novus Glass Group Retirement Savings & Investment Plan | 2023 | $12,924 | not reported in the loaded dataset |
| Meditology Services, LLC | Meditology Services, LLC 401(K) Plan | 2023 | $0 | $11,226 |
| Dimont & Associates, LLC | Dimont & Associates, LLC 401(K) Profit Sharing Plan | 2023 | $8,828 | not reported in the loaded dataset |
| Pressed Paperboard Technologies, LLC | Pressed Paperboard Technologies, LLC Profit Sharing 401(K) Plan | 2023 | $8,091 | not reported in the loaded dataset |
| Principal Life Insurance Company | Principal Ease 401(K) Plan | 2023 | $7,720 | $12 |
| Rs7 Holdings, LLC | The Ritescreen Company, LLC 401(K) Savings Plan | 2023 | $0 | $7,500 |
| Embrey Development Company | The One Embrey 401(K) Retirement Plan | 2023 | $7,265 | not reported in the loaded dataset |
| Girl Scouts Of Greater Chicago And Northwest Indiana, Inc. | 403(B) Thrift Plan For Girl Scouts Of Greater Chicago And Northwest Indiana, Inc | 2023 | $0 | $6,706 |
Related Form 5500 pages
- Feeding America 401(K) Plan (plan 001)
- Feeding America — all reported plans
- Ascot 401(K) Retirement Plan (plan 001)
- Ascot Us Holding Corporation — all reported plans
- Truckpro, LLC 401(K) Plan (plan 001)
- Truckpro, LLC — all reported plans
- Alera Group, Inc. Savings Plan (plan 001)
- Alera Group, Inc. — all reported plans
- National Association Of Boards Of Pharmacy Retirement Savings Plan (plan 002)
- National Association Of Boards Of Pharmacy — all reported plans
- Whatcom Educational Credit Union Retirement Plan (plan 002)
- Whatcom Educational Credit Union — all reported plans
- Lundbeck LLC 401(K) Plan (plan 001)
- Lundbeck LLC — all reported plans
- Skookum 401(K) Retirement Plan (plan 001)
- Skookum Educational Programs — all reported plans
- Opportunity Financial, LLC 401(K) Plan (plan 001)
- Opportunity Financial, LLC — all reported plans
- Kitsap Credit Union 401(K) Retirement Savings Plan (plan 003)
- Kitsap Credit Union — all reported plans
- Fibre Federal Credit Union Savings Retirement Plan (plan 001)
- Fibre Federal Credit Union — all reported plans
- Banyan Software Retirement Plan (plan 001)
- Banyan Software Holdings, LLC — all reported plans
- Korum Automotive Group, Inc. Salary Deferral 401(K) Plan (plan 001)
- Korum Automotive Group, Inc. — all reported plans
- Metropolitan Industries, Inc. 401(K) Savings Plan (plan 001)
- Metropolitan Industries, Inc. — all reported plans
- Wjk Corporation 401(K) Plan (plan 002)
- Wjk Corporation — all reported plans
- Simitree Healthcare Consulting, LLC 401(K) Plan (plan 001)
- Simitree Acquisition LLC — all reported plans
- Pen-Link, Ltd. 401(K) Plan (plan 001)
- Pen-Link, Ltd. — all reported plans
- Mizar Holding Company, Inc. 401(K) Profit Sharing Plan (plan 002)
- Mizar Holding Company, Inc. — all reported plans
- Dawson Construction, LLC Retirement Plan (plan 001)
- Dawson Construction, LLC — all reported plans
- The Habitat Company Employees' Retirement & Savings Plan (plan 001)
- The Habitat Company, LLC — all reported plans
- Industrial Credit Union Of Whatcom County 401(K) Plan (plan 001)
- Industrial Credit Union Of Whatcom County — all reported plans
- Vizza Wash, L. P. 401(K) Plan (plan 001)
- Vizza Wash, L.P. — all reported plans
- Mosaic 401(K) Plan (plan 001)
- Mediamosaic, Inc. Dba The Mosaic Company — all reported plans
- Surewerx Usa 401(K) Plan (plan 004)
- Surewerx Usa Inc. — all reported plans
- Cenexel Clinical Research, Inc. 401(K) Plan (plan 001)
- Cenexel Clinical Research, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources