Alera Group, a national employee benefits, property and casualty, retirement services and wealth management firm, has acquired Trilogy Group Benefits LLC, effective February 28, 2020.
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.
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.
Based in Deerfield, Ill., Alera Group’s more than 1,800 employees serve thousands of clients nationally in employee benefits, property and casualty, retirement services and wealth management.
Source: Alera Group
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