Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$585K
- Life$380K
- Long-term disability$380K
- Dental$145K
- Vision$37K
Sponsor portfolioTH
STERLING CAPITAL MANAGEMENT LLC
EIN 42-1658828investment managementLatest filing 2025
Plans
4
Retirement
1
$92.8M assets
Welfare
3
$856K premiums
Participants
410
4350 CONGRESS ST., SUITE 1000 - CHARLOTTE, NC 28209704-927-4175sterling-capital.comLinkedIn51-200 employeesinvestment management
Benefits portfolio analytics
3 plans / $856K premiums / 756 covered livesCarrier market share
Premium dollars by Schedule A carrier
50%top
- HARTFORD LIFE AND ACCIDENT50%
- UNUM LIFE INSURANCE COMPANY OF AMERICA20%
- AETNA LIFE INSURANCE COMPANY19%
- PAN-AMERICAN LIFE INSURANCE COMPANY7%
- VISION SERVICE PLAN5%
Broker market share
Schedule A broker compensation
94%top
- MARSH & MCLENNAN AGENCY LLC94%
- MCGRIFF INSURANCE SERVICES INC6%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
STERLING CAPITAL 401(K) SAVINGS PLAN
401k
Assets$92.8M
Participants218
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
STERLING CAPITAL MANAGEMENT LLC HEALTH AND WELFARE PLAN
Mixed - HARTFORD LIFE AND ACCIDENT
Premiums$767K
Covered lives287
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
STERLING CAPITAL MANAGEMENT LLC DENTAL PLAN
Fully Insured - AETNA LIFE INSURANCE COMPANY
Premiums$70K
Covered lives353
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
STERLING CAPITAL MANAGEMENT LLC VISION PLAN
Fully Insured - VISION SERVICE PLAN
Premiums$19K
Covered lives116
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | STERLING CAPITAL 401(K) SAVINGS PLAN | 401k | $92.8M | 218 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | STERLING CAPITAL MANAGEMENT LLC HEALTH AND WELFARE PLAN | Mixed | HARTFORD LIFE AND ACCIDENT | $767K | 287 | 2025 | |
| 503 | STERLING CAPITAL MANAGEMENT LLC DENTAL PLAN | Fully Insured | AETNA LIFE INSURANCE COMPANY | $70K | 353 | 2024 | |
| 502 | STERLING CAPITAL MANAGEMENT LLC VISION PLAN | Fully Insured | VISION SERVICE PLAN | $19K | 116 | 2024 |
Retirement plans
Welfare plans