Alera Group 401(k) plan

Alera Group, Inc., Deerfield, IL. EIN 81-4473358. Annual reports 2018–2024.

Alera Group, Inc. has one active retirement plan on file, the Alera Group, Inc. Savings Plan, with 5,277 participants and $500 million in assets in 2024. Principal has been its recordkeeper since 2018. No traditional pension plan appears in Alera Group's filings since 2018.

Active plans: 1
Participants: 5,277
Plan assets: $500 million
401(k) recordkeeper: Principal
Plans on file: 1
Industry: Finance and insurance

The plan

Alera Group, Inc. Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 81-4473358
Participants (2024): 5,277
Net assets (2024): $500 million
Recordkeeper: Principal2018–2024
Plan administrator: Alera Group, Inc.
3 Parkway North, Suite 500
Deerfield, IL 60015
(847) 582-4511As filed for 2024
In effect since: January 1, 1989

Year by year, 2018 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	5,277	$500 million	Principal
2023	5,139	$414 million	Principal
2022	4,644	$305 million	Principal
2021	3,677	$281 million	Principal
2020	2,512	$199 million	Principal
2019	2,025	$137 million	Principal
2018	1,676	$92.8 million	Principal

If you had money in one of these plans

Call Principal (principal.com), which runs the Alera Group, Inc. Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((847) 582-4511). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Alera Group, Inc. Savings Plan

If you had money in one of these plans

What these numbers are

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