Alera Group Inc Dba Brio
New York, NY
Alera Group Inc Dba Brio of New York, NY is the broker of record on 13 Form 5500 Schedule A filings covering 12 employer benefit plans across 6 states, with $177,506 in reported broker commissions (plan year 2025).
Quick answer
Alera Group Inc Dba Brio (New York, NY) is the broker of record for 12 employer benefit plan sponsors on 13 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Alera Group Inc Dba Brio have?
- Alera Group Inc Dba Brio is named as broker on Form 5500 Schedule A filings for 12 distinct plan sponsors in 6 states.
- Who are Alera Group Inc Dba Brio's largest employer clients?
- By plan participants, the largest include Brook + Whittle Limited (1,797 participants), Fairstead Mamnagement LLC (657 participants) and Garan, Incorporated (394 participants).
- How much does Alera Group Inc Dba Brio earn in commissions?
- Insurers reported $177,506 in broker commissions and $15,000 in fees paid to Alera Group Inc Dba Brio for plan year 2025, per Schedule A Part 1.
- Where is Alera Group Inc Dba Brio located?
- Alera Group Inc Dba Brio is based in New York, NY and has employer clients in 6 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Alera Group Inc Dba Brio on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Brook + Whittle Limited | CT | 1,797 | 2025-12-31 |
| Fairstead Mamnagement LLC | NY | 657 | 2025-12-31 |
| Garan, Incorporated | NY | 394 | 2025-12-31 |
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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.