Alera Group Acquires Pennsylvania-Based Trilogy Benefits

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Trilogy Benefits Joins Alera Group

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The contributions of the Trilogy team will continue to elevate our benefits offerings throughout Pennsylvania and the surrounding region.

Alera Group, a national employee benefits, property and casualty, retirement services and wealth management firm, announced today that it has acquired Trilogy Group Benefits, LLC (Trilogy), effective February 28, 2020.

Trilogy was founded in 2009 as a full-service corporate benefits firm. Since its founding, the firm has developed into an agency that specializes in group healthcare, dental and vision, as well as ancillary benefits. Trilogy serves hundreds of clients throughout Pennsylvania, providing customized benefit strategies with professionalism and expertise.

“Trilogy Benefits is a fantastic firm, and we are excited to have them join Alera Group,” said Alan Levitz, CEO of Alera Group. “The contributions of the Trilogy team will continue to elevate our benefits offerings throughout Pennsylvania and the surrounding region.”

“As part of Alera Group, we will be able to offer our clients more resources and tools than ever before,” said Michael Alfonso, President of Trilogy Group Benefits. “We look forward to collaborating with other Alera Group firms as we continue to serve our clients with excellence.”

Trilogy joins Alera Group through local firm AIA, Alera Group. The Trilogy team will continue serving clients in their current roles. Terms of the transaction were not disclosed.

About Alera Group
Based in Deerfield, IL, Alera Group’s over 1,800 employees serve thousands of clients nationally in employee benefits, property and casualty, retirement services and wealth management. Alera Group is the 15th largest privately held firm in the country. For more information, visit http://www.aleragroup.com or follow Alera Group on Twitter: @AleraGroupUS.

M&A Contact
Rob Lieblein, Chief Development Officer
Email: rob.lieblein@aleragroup.com
Phone: 717-329-2451

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Jessica Tiller
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