Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$585K
- Life$380K
- Long-term disability$380K
- Dental$145K
- Vision$37K
Filings through .
Top hat
Sterling Capital Management LLC
EIN 42-1658828investment managementLatest filing 2025
Plans
4
Retirement
1
$105.6M assets
Health & Benefits
3
$856K premiums
Participants
419
4350 CONGRESS STREET, SUITE 1000 - CHARLOTTE, NC 28209sterling-capital.comLinkedIn51-200 employeesinvestment management
Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.
Benefits portfolio analytics
3 plans / $856K premiums / 756 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
STERLING CAPITAL 401(K) SAVINGS PLAN
401(k)
Assets$105.6M
Participants227
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
STERLING CAPITAL MANAGEMENT LLC HEALTH AND WELFARE PLAN
Mixed - HARTFORD LIFE AND ACCIDENT
Premiums$767K
Covered lives287
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503
STERLING CAPITAL MANAGEMENT LLC DENTAL PLAN
Fully insured - AETNA LIFE INSURANCE COMPANY
Premiums$70K
Covered lives353
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
STERLING CAPITAL MANAGEMENT LLC VISION PLAN
Fully insured - VISION SERVICE PLAN
Premiums$19K
Covered lives116
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | STERLING CAPITAL 401(K) SAVINGS PLAN | 401(k) | $105.6M | 227 | 2025 |
- #002 · 401(k) · 2025227
Health & Benefits plans
3 plans on this EIN
| 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 |
- #501 · Mixed · HARTFORD LIFE AND ACCIDENT · 2025287
- #503 · Fully insured · AETNA LIFE INSURANCE COMPANY · 2024353
- #502 · Fully insured · VISION SERVICE PLAN · 2024116
Retirement plans
Health & Benefits plans