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Sponsor portfolio

STERLING MANAGEMENT, LTD.

EIN 35-1494125-Real Estate and Rental and Leasing-Latest filing 2024
Plans
9
Retirement
1
$18.3M assets
Welfare
8
$1.3M premiums
Participants
669
3900 EDISON LAKES PARKWAY, SUITE 201 - MISHAWAKA, IN 46545574-247-3270
Plans on this EIN
9 filings
#001401k-$18.3M - 429 part#501Self Funded-$948K - 233 lives#505Fully Insured-$168K - 425 lives#508Fully Insured-$54K - 120 lives#507Fully Insured-$34K - 105 lives#504Fully Insured-$30K - 367 lives#502Fully Insured-$29K - 99 lives#509Fully Insured-$29K - 99 lives#506Fully Insured-$6K - 365 lives

Benefits portfolio analytics

8 plans / $1.3M premiums / 1,813 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$948K
  • Dental$168K
  • Life$59K
  • Short-term disability$54K
  • Other$36K
  • Long-term disability$34K
  • +1 more
Total $1.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
73%top
  • HCC LIFE INSURANCE COMPANY73%
  • DELTA DENTAL OF CALIFORNIA15%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY11%
  • PERSPECTIVES LTD0%
Total $1.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • GIBSON INSURANCE AGENCY, INC.88%
  • AUXIANT7%
  • JAMES R NELLIGAN & ASSOCIATES LLC6%
Total $124K3 slices

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 MANAGEMENT, LTD. 401(K) PLAN

401k

Assets$18.3M
Participants429
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE STERLING GROUP EMPLOYEE BENEFIT TRUST

Self Funded - HCC LIFE INSURANCE COMPANY

Premiums$948K
Covered lives233
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

STERLING MANAGEMENT LTD DENTAL PLAN

Fully Insured - DELTA DENTAL OF INDIANA

Premiums$168K
Covered lives425
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508

STERLING MANAGEMENT LTD VOLUNTARY STD

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$54K
Covered lives120
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

STERLING MANAGEMENT LTD VOLUNTARY LTD

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$34K
Covered lives105
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

STERLING MANAGEMENT LTD VISION PLAN

Fully Insured - DELTA DENTAL OF INDIANA

Premiums$30K
Covered lives367
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

STERLING MANAGEMENT LTD BASIC LIFE PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$29K
Covered lives99
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509

STERLING MANAGEMENT LTD VOLUNTARY LIFE

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$29K
Covered lives99
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

STERLING MANAGEMENT LTD EAP PLAN

Fully Insured - PERSPECTIVES, LTD

Premiums$6K
Covered lives365
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001STERLING MANAGEMENT, LTD. 401(K) PLAN401k$18.3M4292024

Welfare plans8

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE STERLING GROUP EMPLOYEE BENEFIT TRUSTSelf FundedHCC LIFE INSURANCE COMPANY$948K2332024
505STERLING MANAGEMENT LTD DENTAL PLANFully InsuredDELTA DENTAL OF INDIANA$168K4252024
508STERLING MANAGEMENT LTD VOLUNTARY STDFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$54K1202024
507STERLING MANAGEMENT LTD VOLUNTARY LTDFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$34K1052024
504STERLING MANAGEMENT LTD VISION PLANFully InsuredDELTA DENTAL OF INDIANA$30K3672024
502STERLING MANAGEMENT LTD BASIC LIFE PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$29K992024
509STERLING MANAGEMENT LTD VOLUNTARY LIFEFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$29K992024
506STERLING MANAGEMENT LTD EAP PLANFully InsuredPERSPECTIVES, LTD$6K3652024
Retirement plans
Welfare plans
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