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Sponsor portfolio

STANBERRY INSURANCE AGENCY, INC.

EIN 56-1307151-insurance-Latest filing 2025
Plans
3
Retirement
2
$8.9M assets
Welfare
1
$164K premiums
Participants
105
P.O. BOX 577 - SYLVA, NC 28799828-586-8926stanberry-ins.comLinkedIn11-50 employeesinsurance
Plans on this EIN
3 filings
#001401k-$4.5M - 53 part#002TraditionalDB-$4.5M - 14 part#501Mixed-$164K - 64 lives

Retirement portfolio analytics

2 plans aggregated / $8.9M assets / 67 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • STANBERRY INSURANCE 401(K) (#001)50%
  • DEFINED BENEFIT PENSION (#002)50%
Total $8.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • STANBERRY INSURANCE 401(K) (#001)53
  • DEFINED BENEFIT PENSION (#002)14
Total 67Click row to drill in

Benefits portfolio analytics

1 plan / $164K premiums / 64 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$134K
  • Dental$28K
  • Life$28K
  • Other$28K
  • Vision$3K
Total $164K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • UNITEDHEALTHCARE INSURANCE COMPANY81%
  • PRINCIPAL LIFE INSURANCE COMPANY17%
  • COMMUNITY EYE CARE2%
Total $164K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MAIN STREET FINANCIAL GROUP100%
Total $11K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

STANBERRY INSURANCE 401(K) PLAN

401k

Assets$4.5M
Participants53
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

STANBERRY INSURANCE AGENCY, INC. DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$4.5M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

STANBERRY INSURANCE AGENCY, INC. WELFARE BENEFITS PLAN

Mixed - ALL SAVERS INSURANCE COMPANY

Premiums$164K
Covered lives64
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001STANBERRY INSURANCE 401(K) PLAN401k$4.5M532025
002STANBERRY INSURANCE AGENCY, INC. DEFINED BENEFIT PENSION PLANTraditionalDB$4.5M142025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501STANBERRY INSURANCE AGENCY, INC. WELFARE BENEFITS PLANMixedALL SAVERS INSURANCE COMPANY$164K642025
Retirement plans
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