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Benefits Intelligence/Broker Directory/Pennsylvania

Alera General Agency

Pittsburgh, PA

Alera General Agency of Pittsburgh, PA is the broker of record on 22 Form 5500 Schedule A filings covering 19 employer benefit plans across 9 states, with $72,306 in reported broker commissions (plan year 2025).

Employer clients
19
distinct plan sponsors
Schedule A filings
22
States served
9
Reported commissions
$72,306
plan year 2025
Reported fees
$40,135

Quick answer

Alera General Agency (Pittsburgh, PA) is the broker of record for 19 employer benefit plan sponsors on 22 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Alera General Agency have?
Alera General Agency is named as broker on Form 5500 Schedule A filings for 19 distinct plan sponsors in 9 states.
Who are Alera General Agency's largest employer clients?
By plan participants, the largest include Caldera Care (1,713 participants), Sullivan-Orange-Dutchess Counties Chapter, Nysarc, Inc. (760 participants) and Valley Special Needs (Valley Community Services) (441 participants).
How much does Alera General Agency earn in commissions?
Insurers reported $72,306 in broker commissions and $40,135 in fees paid to Alera General Agency for plan year 2025, per Schedule A Part 1.
Where is Alera General Agency located?
Alera General Agency is based in Pittsburgh, PA and has employer clients in 9 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Alera General Agency on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Caldera CareWA1,7132025-05-31
Sullivan-Orange-Dutchess Counties Chapter, Nysarc, Inc.NY7602025-12-31
Valley Special Needs (Valley Community Services)PA4412025-06-30
16 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.