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Sponsor portfolio

SIERRA MANAGEMENT AND TECHNOLOGIES, INC.

EIN 52-1651979-defense & space-Latest filing 2025
Plans
2
Retirement
1
$13.7M assets
Welfare
1
$594K premiums
Participants
293
45310 ABELL HOUSE LANE, STE 360 - CALIFORNIA, MD 20619301-737-3000sierramgt.comLinkedIn51-200 employeesdefense & space
Plans on this EIN
2 filings
#001401k-$13.7M - 164 part#501Fully Insured-$594K - 123 lives

Benefits portfolio analytics

1 plan / $594K premiums / 123 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$678K
  • Dental$678K
  • Vision$678K
  • Prescription drug$678K
  • Other$124K
  • Life$102K
  • +2 more
Total $802K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • BLUE CROSS OF CALIFORNIA85%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY13%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA2%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Total $802K4 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • AP BENEFIT ADVISORS, LLC98%
  • ASSUREDPARTNERS2%
  • PHYLLIS ADAMS0%
  • FINANCIAL BALANCE GROUP LLC0%
  • INSURANCE MARKETPLACE LLC0%
Total $69K5 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

SIERRA MANAGEMENT AND TECHNOLOGIES, INC. 401(K) PLAN

401k

Assets$13.7M
Participants164
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SIERRA MANAGEMENT AND TECHNOLOGIES, INC. EMPLOYEE BENEFITS PLAN

Fully Insured - CAREFIRST BLUECHOICE, INC

Premiums$594K
Covered lives123
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SIERRA MANAGEMENT AND TECHNOLOGIES, INC. 401(K) PLAN401k$13.7M1642024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SIERRA MANAGEMENT AND TECHNOLOGIES, INC. EMPLOYEE BENEFITS PLANFully InsuredCAREFIRST BLUECHOICE, INC$594K1232025
Retirement plans
Welfare plans
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