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Sponsor portfolioTH

STERLING BAY, LLC

EIN 36-4823717-real estate-Latest filing 2024
Plans
2
Retirement
1
$14.7M assets
Welfare
1
$1.9M premiums
Participants
395
939 WEST FULTON MARKET, SUITE 300 - CHICAGO, IL 60607312-202-3477sterlingbay.comLinkedIn51-200 employeesreal estate
Plans on this EIN
2 filings
#001401k-$14.7M - 196 part#502Fully Insured-$1.9M - 199 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 199 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Dental$104K
  • Vision$75K
  • Life$75K
  • Long-term disability$75K
  • Other$75K
Total $1.9M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
  • DEARBORN LIFE INSURANCE COMPANY4%
Total $1.9M3 slices

Broker market share

Schedule A broker compensation

Split broker
89%top
  • J J DOORHY BENEFITS GROUP89%
  • FINANCIAL SERVICE MANAGERS, INC.8%
  • CENTRO BENEFITS RESEARCH LLC3%
Total $85K3 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 BAY, LLC 401(K) PLAN

401k

Assets$14.7M
Participants196
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

STERLING BAY LLC HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$1.9M
Covered lives199
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001STERLING BAY, LLC 401(K) PLAN401k$14.7M1962024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502STERLING BAY LLC HEALTH AND WELFARE BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$1.9M1992024
Retirement plans
Welfare plans
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