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  1. Companies/
  2. Stanberry Insurance Agency, Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Stanberry Insurance Agency, Inc.

EIN 56-1307151-insurance-Latest filing 2025
Plans
3
Retirement
2
$8.9M assets
Health & Benefits
1
$164K premiums
Participants
105
P.O. BOX 577 - SYLVA, NC 28779828-586-8926stanberry-ins.comLinkedIn11-50 employeesinsurance
Plans on this EIN
3 filings
#001401(k)-$4.5M - 53 part#002Traditional DB-$4.5M - 14 part#501Mixed-$164K - 64 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $8.9M assets / 67 participants

Assets by plan

Share of aggregate retirement assets

  • STANBERRY INSURANCE 401(K) (#001)$4.5M
  • DEFINED BENEFIT PENSION (#002)$4.5M
Total $8.9MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • STANBERRY INSURANCE 401(K) (#001)53
  • DEFINED BENEFIT PENSION (#002)14
Total 67Select a row to open it

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
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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#001

STANBERRY INSURANCE 401(K) PLAN

401(k)

Assets$4.5M
Participants53
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

STANBERRY INSURANCE AGENCY, INC. DEFINED BENEFIT PENSION PLAN

Traditional DB

Assets$4.5M
Participants14
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

STANBERRY INSURANCE AGENCY, INC. WELFARE BENEFITS PLAN

Mixed - ALL SAVERS INSURANCE COMPANY

Premiums$164K
Covered lives64
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001STANBERRY INSURANCE 401(K) PLAN401(k)$4.5M532025
#002STANBERRY INSURANCE AGENCY, INC. DEFINED BENEFIT PENSION PLANTraditional DB$4.5M142025
  • STANBERRY INSURANCE 401(K) PLAN$4.5M
    #001 · 401(k) · 202553
  • STANBERRY INSURANCE AGENCY, INC. DEFINED BENEFIT PENSION PLAN$4.5M
    #002 · Traditional DB · 202514

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501STANBERRY INSURANCE AGENCY, INC. WELFARE BENEFITS PLANMixedALL SAVERS INSURANCE COMPANY$164K642025
  • STANBERRY INSURANCE AGENCY, INC. WELFARE BENEFITS PLAN$164K
    #501 · Mixed · ALL SAVERS INSURANCE COMPANY · 202564
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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