Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.4M
- Prescription drug$3.4M
- Dental$188K
- Life$105K
- Long-term disability$105K
- Other$105K
- +1 more
Sponsor portfolio
STERLING EQUITIES ASSOCIATES, LLC
EIN 13-2749022real estateLatest filing 2025
Plans
2
Retirement
1
$42.0M assets
Welfare
1
$3.7M premiums
Participants
343
111 GREAT NECK ROAD, SUITE 408 - GREAT NECK, NY 11021516-504-2189sterlingequities.comLinkedIn51-200 employeesreal estate
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.7M premiums / 265 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- UNITEDHEALTHCARE INSURANCE COMPANY92%
- DELTA DENTAL OF CALIFORNIA5%
- UNUM LIFE INSURANCE COMPANY OF AMERICA3%
- EYEMED VISION CARE0%
Broker market share
Schedule A broker compensation
80%top
- USI INSURANCE SERVICES LLC80%
- YORK INTERNATIONAL AGENCY LLC14%
- CENTRO BENEFITS RESEARCH LLC5%
- IMA, INC.0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
STERLING EQUITIES ASSOCIATES EMPLOYEES RETIREMENT PLAN
401k
Assets$42.0M
Participants198
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#550
STERLING EQUITIES EMPLOYEE BENEFITS PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$3.7M
Covered lives265
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | STERLING EQUITIES ASSOCIATES EMPLOYEES RETIREMENT PLAN | 401k | $42.0M | 198 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 550 | STERLING EQUITIES EMPLOYEE BENEFITS PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $3.7M | 265 | 2025 |
Retirement plans
Welfare plans