Plan5500

Alera Group, Inc. Savings Plan — Form 5500 plan (Alera Group, Inc.)

Plain-English plan 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. Savings Plan is a benefit plan reported by Alera Group, Inc. under EIN 81-4473358 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,958 participants and $414,256,172 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Alera Group, Inc.
EIN
81-4473358
Plan number
001
Plan type
2
Location
Deerfield, IL
Latest filing year
2023
Participants
4,958
End-of-year plan assets
$414,256,172

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,958H, C20241008145332NAL0008485955001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$414,256,172
Total liabilities (EOY)
$0
Net assets (EOY)
$414,256,172
Net assets (BOY)
$305,323,332

Income & contributions

Employer contributions
$15,217,209
Participant contributions
$40,124,258
Total contributions
$76,428,632
Total income / additions
$133,485,901

Expenses & distributions

Benefits paid
$24,082,631
Administrative expenses
$436,637
Total expenses
$24,595,871
Net increase / (decrease)
$108,890,030

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$361,717$02023
Alera Investment Advisors, LLCINVESTMENT ADVISORY$74,920$802023

Related Form 5500 pages