ALERA GROUP
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
69
Active participants
195,293
Total plan assets
$11.5B
Filings (rows)
69
Direct comp
$1.7M
Indirect comp
$151K
Aggregating 10 name variants under "ALERA GROUP"
SERVICES PROVIDED
Other36
Advisor / Consultant26
Broker6
TPA / Administrator1
Top plans served
All 69 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| NEW ENGLAND TEAMSTERS PENSION FUND NEW ENGLAND TEAMSTERS PENSION FUND | BURLINGTON, MA | Other NONE | 21,577 | $9.1B | $12K |
| TRUSTEES OF UNITE HERE HEALTH UNITE HERE HEALTH | OAK BROOK, IL | Other NONE | 126,506 | $1.4B | $212K |
| IRONWORKERS LOCAL 549-550 PENSION PLAN IRONWORKERS LOCAL 549-550 PENSION PLAN | ONA, WV | Other NONE | 792 | $215.5M | $21K |
| TWINSTAR CREDIT UNION TWINSTAR CREDIT UNION PROFIT SHARING AND 401(K) SALARY REDUCTION PLAN | OLYMPIA, WA | Advisor / Consultant INVESTMENT ADVISOR | 804 | $85.7M | $112K |
| TWINSTAR CREDIT UNION TWINSTAR CREDIT UNION PROFIT SHARING AND 401(K) SALARY REDUCTION PLAN | OLYMPIA, WA | Advisor / Consultant INVESTMENT ADVISOR | 754 | $71.6M | $69K |
| UNITED AGRIBUSINESS LEAGUE UNITED AGRICULTURAL EMPLOYEE WELFARE BENEFIT PLAN AND TRUST | IRVINE, CA | Other INDEPENDENT CONTRACTOR | 22,168 | $61.7M | $9K |
| SYMBRIA, INC. SYMBRIA 401(K) PLAN | WOODRIDGE, IL | Other NONE | 1,510 | $52.9M | $76K |
| FIBRE FEDERAL CREDIT UNION FIBRE FEDERAL CREDIT UNION SAVINGS RETIREMENT PLAN | LONGVIEW, WA | Other NONE | 287 | $49.6M | $82K |
| NOVA FINANCIAL & INVESTMENT CORPORATION NOVA FINANCIAL & INVESTMENT CORP. EMPLOYEES 401K PROFIT SHARING PLAN | TUCSON, AZ | Other NONE | 335 | $38.9M | $30K |
| FIBRE FEDERAL CREDIT UNION FIBRE FEDERAL CREDIT UNION SAVINGS RETIREMENT PLAN | LONGVIEW, WA | Other NONE | 254 | $38.3M | $60K |
| RODDA PAINT CO. RODDA PAINT CO. 401K PLAN | PORTLAND, OR | Other NONE | 408 | $35.2M | $0 |
| TWINSTAR CREDIT UNION TWINSTAR CREDIT UNION PROFIT SHARING AND 401(K) SALARY REDUCTION PLAN | OLYMPIA, WA | Advisor / Consultant INVESTMENT ADVISOR | 424 | $33.9M | $53K |
| STATE BAR OF ARIZONA STATE BAR OF ARIZONA 401(K) PLAN | PHOENIX, AZ | Advisor / Consultant INVESTMENT ADVISOR | 94 | $22.5M | $9K |
| PAYA, INC. PAYA, INC. 401(K) PLAN | ATLANTA, GA | Advisor / Consultant INVESTMENT ADVISOR | 326 | $21.4M | $22K |
| D&B SUPPLY CO. D&B SUPPLY CO. 401K PLAN | CALDWELL, ID | Other NONE | 651 | $18.4M | $0 |
| IRON WORKERS LOCALS 549 & 550 MEDICAL & BENEFIT PLAN IRONWORKERS LOCAL 549-550 MEDICAL & BENEFIT PLAN | ONA, WV | Broker INSURANCE AGENT | 542 | $17.2M | $12K |
| PAYA, INC. PAYA, INC. 401(K) PLAN | ATLANTA, GA | Advisor / Consultant INVESTMENT ADVISOR | 314 | $16.2M | $25K |
| SUNWEST FEDERAL CREDIT UNION SUNWEST FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | GLENDALE, AZ | Other NONE | 88 | $14.7M | $7K |
| HANSEN-RICE INC. HANSEN-RICE INC. 401K PROFIT SHARING PLAN | NAMPA, ID | Other NONE | 89 | $14.5M | $0 |
| IBA GROUP INSURANCE TRUST IBA GROUP INSURANCE TRUST | INDIANAPOLIS, IN | Other NONE | 1,499 | $11.5M | $81K |
| IBA GROUP INSURANCE TRUST IBA GROUP INSURANCE TRUST | INDIANAPOLIS, IN | Other NONE | 2,663 | $11.2M | $80K |
| IBA GROUP INSURANCE TRUST IBA GROUP INSURANCE TRUST | INDIANAPOLIS, IN | Other NONE | 2,663 | $10.9M | $70K |
| COLONIAL BAG LLC SOTERIA FLEXIBLES CORPORATION 401(K) PLAN | CAROL STREAM, IL | Advisor / Consultant INVESTMENT ADVISOR | 284 | $10.1M | $24K |
| THE DOUGLAS STEWART COMPANY, INC. THE DOUGLAS STEWART COMPANY, INC. EMPLOYEES' BENEFIT PLAN | MADISON, WI | Other NONE | 84 | $9.8M | $22K |
| FOUNDATION FOR EARLY CHILDHOOD EDUCATION INC. FOUNDATION FOR EARLY CHILDHOOD EDUCATION INC. EMPLOYEE 401K PLAN | PASADENA, CA | Other NONE | 148 | $9.6M | $0 |
| THE DOUGLAS STEWART COMPANY, INC. THE DOUGLAS STEWART COMPANY, INC. EMPLOYEES' BENEFIT PLAN | MADISON, WI | Other NONE | 115 | $9.1M | $20K |
| EVERGREEN FIRE ALARMS, LLC EVERGREEN FIRE ALARMS, LLC 401(K) PROFIT SHARING PLAN | TACOMA, WA | Advisor / Consultant INVESTMENT ADVISOR | 120 | $9.0M | $30K |
| CARING HANDS ANIMAL HOSPITAL, INC. CARING HANDS ANIMAL HOSPITAL 401(K) PLAN | CENTREVILLE, VA | Other NONE | 236 | $9.0M | $23K |
| RICHARDSON SPORTS INC. RICHARDSON SPORTS INC. 401K PROFIT SHARING PLAN | SPRINGFIELD, OR | Other NONE | 268 | $8.9M | $0 |
| UNIQUE INSURANCE MANAGERS UNIQUE INSURANCE MANAGERS RETIREMENT PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 241 | $8.9M | $20K |
| EVERGREEN FIRE ALARMS, LLC EVERGREEN FIRE ALARMS, LLC 401(K) PROFIT SHARING PLAN | TACOMA, WA | Advisor / Consultant INVESTMENT ADVISOR | 130 | $8.3M | $25K |
| UNIQUE INSURANCE MANAGERS UNIQUE INSURANCE MANAGERS RETIREMENT PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 234 | $8.3M | $17K |
| COLONIAL BAG LLC SOTERIA FLEXIBLES CORPORATION 401(K) PLAN | CAROL STREAM, IL | Advisor / Consultant INVESTMENT ADVISOR | 229 | $7.9M | $14K |
| THE DOUGLAS STEWART COMPANY, INC. THE DOUGLAS STEWART COMPANY, INC. EMPLOYEES' BENEFIT PLAN | MADISON, WI | Other NONE | 129 | $7.4M | $20K |
| DANSONS USA, INC. DANSONS USA, INC. 401(K) RETIREMENT SAVINGS PLAN | SCOTTSDALE, AZ | Other INVESTMENT/FINANCIAL ADVI | 312 | $7.0M | $22K |
| DANSONS USA INC DANSONS USA, INC 401(K) | SCOTTSDALE, AZ | Other INVESTMENT/FINANCIAL ADVI | 312 | $7.0M | $22K |
| PLACER COMMUNITY ACTION COUNCIL, INC. PLACER COMMUNITY ACTION COUNCIL, INC. 403B PLAN | AUBURN, CA | Other NONE | 128 | $7.0M | $0 |
| EVERGREEN FIRE ALARMS LLC EVERGREEN FIRE ALARMS LLC 401(K) PROFIT SHARING PLAN | TACOMA, WA | Advisor / Consultant INVESTMENT ADVISOR | 130 | $6.6M | $23K |
| UNIQUE INSURANCE MANAGERS UNIQUE INSURANCE MANAGERS RETIREMENT PLAN | NILES, IL | Advisor / Consultant INVESTMENT ADVISOR | 258 | $6.3M | $7K |
| EVERTREE INSURANCE LLC EVERTREE INSURANCE 401(K) PLAN | VIRGINIA BEACH, VA | Other NONE | 213 | $5.1M | $12K |
| CARING HANDS ANIMAL HOSPITAL, INC. CARING HANDS ANIMAL HOSPITAL 401(K) PLAN | CENTREVILLE, VA | Other NONE | 2 | $4.6M | $18K |
| TOUCHSTONE BEHAVIORAL HEALTH TOUCHSTONE BEHAVIORAL HEALTH 401(K) PLAN | PHOENIX, AZ | Advisor / Consultant INVESTMENT ADVISOR | 189 | $4.0M | $3K |
| PRESSED PAPERBOARD TECHNOLOGIES, PRESSED PAPERBOARD TECHNOLOGIES, LLC PROFIT SHARING 401(K) PLAN | FINDLAY, OH | Other INVESTMENT/FINANCIAL ADVI | 144 | $3.9M | $6K |
| CORLISS RESOURCES, INC. CORLISS RESOURCES, INC. 401(K) RETIREMENT SAVINGS PLAN | SUMNER, WA | Advisor / Consultant INVESTMENT ADVISOR | 36 | $3.6M | $39K |
| CORLISS MANAGEMENT GROUP, LLC CORLISS MANAGEMENT GROUP 401(K) RETIREMENT SAVINGS PLAN | SEATTLE, WA | Advisor / Consultant INVESTMENT ADVISOR | 46 | $3.4M | $12K |
| CORLISS MANAGEMENT GROUP, LLC CORLISS MANAGEMENT GROUP 401(K) RETIREMENT SAVINGS PLAN | SEATTLE, WA | Advisor / Consultant INVESTMENT ADVISOR | 39 | $3.2M | $10K |
| CORLISS MANAGEMENT GROUP, LLC CORLISS MANAGEMENT GROUP 401(K) RETIREMENT SAVINGS PLAN | SUMNER, WA | Advisor / Consultant INVESTMENT ADVISOR | 36 | $3.0M | $39K |
| TEYA DEVELOPMENT, LLC TEYA 401(K) PLAN | ANCHORAGE, AK | Other SERVICE PROVIDER | 338 | $2.6M | $0 |
| BOARD OF TRUSTEES OF THE HEALTH & WELFARE FUND OF LOCAL UNION 73 HEALTH AND WELFARE FUND OF LOCAL UNION 73 | VALLEY VIEW, OH | Other NONE | 89 | $2.6M | $5K |
| TEYA DEVELOPMENT, LLC TEYA 401(K) PLAN | ANCHORAGE, AK | Other SERVICE PROVIDER | 332 | $2.4M | $0 |
| BOARD OF TRUSTEES OF THE HEALTH & WELFARE FUND OF LOCAL UNION 73 HEALTH AND WELFARE FUND OF LOCAL UNION 73 | VALLEY VIEW, OH | Other NONE | 89 | $2.4M | $10K |
| FRONTIER SUPPLY, INC. FRONTIER SUPPLY 401(K) PLAN | FAIRBANKS, AK | Advisor / Consultant INVESTMENT ADVISOR | 102 | $2.3M | $15K |
| CCS EARLY LEARNING CCS EARLY LEARNING RETIREMENT PLAN | WASILLA, AK | Advisor / Consultant INVESTMENT ADVISOR | 144 | $2.3M | $10K |
| CCS EARLY LEARNING CCS EARLY LEARNING RETIREMENT PLAN | WASILLA, AK | Advisor / Consultant INVESTMENT ADVISOR | 131 | $2.1M | $10K |
| CCS EARLY LEARNING CCS EARLY LEARNING RETIREMENT PLAN | WASILLA, AK | Advisor / Consultant INVESTMENT ADVISOR | 112 | $2.0M | $10K |
| TEYA DEVELOPMENT, LLC TEYA 401(K) PLAN | ANCHORAGE, AK | Other SERVICE PROVIDER | 295 | $1.5M | $0 |
| LEON SPRINGS GAS, LLC LEON SPRINGS GAS, LLC 401(K) PROFIT SHARING PLAN | SAN ANTONIO, TX | Advisor / Consultant INVESTMENT ADVISOR | 61 | $1.5M | $3K |
| VERTICAL HEALTH SERVICES LLC VERTICAL HEALTH SERVICES 401(K) PLAN | PUYALLUP, WA | Advisor / Consultant INVESTMENT ADVISOR | 2,070 | $1.3M | $535 |
| DANSONS USA, INC. DANSONS USA, INC. 401(K) RETIREMENT SAVINGS PLAN | SCOTTSDALE, AZ | Other INVESTMENT/FINANCIAL ADVI | 0 | $525K | $33K |
| RESTAURANT ADVISORY SERVICES, INC. RH BENEFITS TRUST, INC. EMPLOYEE WELFARE BENEFIT PLAN | NEW HOPE, PA | Other NONE | 218 | $13K | $0 |
| SAPP BROS., INC SAPP BROS. VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION TRUST PLAN | OMAHA, NE | Broker AGENT / AGENCY | 0 | $0 | $0 |
| TOY INVESTMENTS, INC. DBA TOYSMITH TOY INVESTMENTS, INC. RETIREMENT SAVINGS PLAN | SUMNER, WA | Advisor / Consultant INVESTMENT ADVISOR | 0 | $0 | $8K |
| OSS HEALTH OSS HEALTH WELFARE BENEFIT PLAN | YORK, PA | Broker BROKER | 539 | — | $56K |
| VAN'S AIRCRAFT, INC. VAN'S AIRCRAFT, INC. | AURORA, OR | Broker BROKER | 98 | — | $25K |
| ORTHOPEDIC SURGEONS, LTD. DBA ORTHOPEDIC INSTITUTE OF PENNSYLVANIA ORTHOPEDIC INSTITUTE OF PENNSYLVANIA MASTER BENEFIT AGREEMENT | CAMP HILL, PA | Broker BROKER | 314 | — | $0 |
| CONAIR LLC CONAIR LLC HEALTH AND WELFARE BENEFIT PLAN | EAST WINDSOR, NJ | TPA / Administrator PLAN ADMINISTRATOR | 1,236 | — | $37K |
| REGAL NISSAN, INC. REGAL NISSAN GROUP BENEFIT PLAN | ROSWELL, GA | Broker BROKER | 40 | — | $23K |
| RICHWOOD MEAT COMPANY, INC. RICHWOOD MEAT COMPANY, INC. HEALTH & WELFARE PLAN | MERCED, CA | Other NONE | 140 | — | $8K |
| RICHWOOD MEAT COMPANY, INC. RICHWOOD MEAT COMPANY, INC. HEALTH & WELFARE PLAN | MERCED, CA | Other NONE | 134 | — | $9K |