JDM Benefits

What JDM Benefits does

JDM Benefits is a private insurance brokerage and employee benefits advisory firm operating out of a single office at 2 Lyon Place, White Plains, New York. Founded in 1993, the firm serves employers in the New York region with brokerage, advisory, and risk-management services, functioning as part of Alera Group, Inc.'s employee benefits division. Its go-to-market is relationship-based, using dedicated account teams in an enterprise field-sales motion aimed directly at employer clients rather than consumers.

The firm's offering is anchored by an Employee Benefits practice and supported by a broad module catalog covering absence management, advanced health-plan strategies, alternative funding (including captives and MEWAs), the Lumity benefits administration platform, pharmacy management, voluntary benefits, wellbeing programs, benefits benchmarking, HR consulting, actuarial and finance, benefits administration, communication and engagement, compliance, PEO solutions, population-health analytics, and total program management. Technology integrations (Lumity, Benefits Optimizer) are part of the broader Alera toolkit; the source data does not specify whether they are proprietary to JDM or licensed from the parent group.

Revenue is generated on a commission- and fee-based insurance brokerage model typical of the industry. Pricing is quote-based and not publicly disclosed, scoped to each employer's coverage requirements and headcount. With 11–50 employees, no disclosed institutional ownership beyond Alera Group, Inc., and no public funding or M&A activity documented, JDM Benefits operates as a stable, relationship-driven regional brokerage whose strategic position depends materially on continued affiliation with the Alera Group network.

Name

JDM Benefits

Legal name

Alera Group, Inc.

Website

https://jdmbenefits.com

Company type

Private

Founded year

1993

Operating status

Operating

Headcount range

11–50 employees

Short description

JDM Benefits is a White Plains, NY-based insurance brokerage and employee benefits advisory firm serving employers with brokerage, risk management, and benefits program design as part of Alera Group's national employee benefits network.

Ownership category

akta.pro rank

Product category

Insurance Brokerage and Employee Benefits Advisory

NAICS

Insurance Agencies and Brokerages (524210), Professional Employer Organizations (561330)

SIC

Insurance Agents, Brokers & Service (6411), Fire, Marine & Casualty Insurance (6331), Accident & Health Insurance (6321)

akta.pro primary industry

Employee Benefits Brokerage & Consulting (FSAEADAC)

akta.pro secondary industries

Benefits Administration (BPACAPAC), International Benefits Administration & Global Benefits Brokerage (BPACAHAG), Insurance Program Administration & MGA/MGU Services (FSAEADAK), Benefits Administration & Enrollment Support (BPAAAIAB)

Keywords

• Employee benefits advisory
• Insurance brokerage services
• Risk management consulting
• Group benefits solutions
• Benefits administration

Headquarters

HQ city

White Plains

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Insurance Brokerage and Advisory Services: JDM Benefits generates revenue as an insurance broker and agent serving employers, providing access to insurance and benefits programs. The firm operates as part of Alera Group's employee benefits division, offering risk management and benefits solutions on a commission or fee basis typical of the insurance brokerage industry.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

JDM Benefits operates as an insurance brokerage and benefits advisory firm providing tailored employee benefits solutions, risk management, and claims advocacy services to employers. The firm functions as part of Alera Group's employee benefits division, offering access to preferred insurance programs and resources through dedicated account teams and relationship-based advisory.

Product overview

JDM Benefits, operating as part of Alera Group, is an insurance brokerage and employee benefits advisory firm offering a comprehensive suite of services. The core offering is Employee Benefits consulting, supported by a portfolio of specialized modules including Absence Management, Advanced Health Plan Strategies, Alternative Funding, Benefits Optimizer, Captive Solutions, International Benefits, Lumity (benefits administration platform), Pharmacy Management, Voluntary Benefits, Wellbeing programs, Benefits Benchmarking, HR Consulting, Actuarial and Finance, Benefits Administration, Communication and Engagement, Benefits Compliance, PEO Solutions, Population Health and Data Analytics, and Total Program Management. JDM Benefits provides risk management, benefits program design, and claims advocacy services to help employers manage costs and attract talent.

Differentiator

Problem solved

Functional benefit

Products and services

• Employee Benefits

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves4 records

Expansion highlights4 records

Direct peers

• Hub International: North American insurance brokerage offering employee benefits, P&C, and risk services through regional offices — directly comparable regional-office model and benefits focus.
• OneDigital: Mid-market-focused employee benefits and HR advisory firm with a similar mix of brokerage, benefits administration, and consulting solutions; comparable in scale and go-to-market to JDM Benefits.
• USI Insurance Services: Large, growing insurance brokerage with strong employee benefits, property & casualty, and retirement practice — a directly comparable mid-to-large brokerage competing for similar employer clients.
• Brown & Brown: National insurance brokerage with a sizable employee benefits practice — competes for the same mid-market and commercial employer accounts as JDM Benefits.
• NFP (an Aon company): Mid-market insurance brokerage and benefits advisor combining P&C, benefits, and wealth advisory — directly comparable to JDM Benefits/Alera Group in scope, customer segment, and product breadth.

Emerging players

• Acrisure: Tech-enabled insurance brokerage rapidly consolidating agencies — comparable benefits and P&C brokerage services with aggressive growth and acquisition strategy.

Broad incumbents

• Arthur J. Gallagher & Co. Major global insurance broker and risk management firm with substantial benefits consulting and brokerage business — large incumbent competing for the same employer relationships.
• Lockton Companies: Large, independent global insurance brokerage with deep employee benefits expertise and specialty practices — broader incumbent with similar product mix but global scale.
• Aon (including NFP): Global insurance and reinsurance brokerage with a leading health and benefits practice (Aon) — large incumbent overlapping with JDM Benefits in employee benefits brokerage.
• Marsh McLennan (including Mercer): Global professional services firm offering brokerage and benefits consulting (Mercer) — large incumbent with overlapping employer benefits practice at much greater scale.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks4 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/jdm-benefits

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about JDM Benefits