Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.7M
- Dental$2.7M
- Prescription drug$2.7M
- Other$133K
- Life$132K
- Short-term disability$132K
- +2 more
Filings through .
Sponsor portfolio
Sterling Capital Management, Inc.
EIN 63-1057974Management of Companies and EnterprisesLatest filing 2025
Plans
2
Retirement
1
$6.7M assets
Welfare
1
$2.8M premiums
Participants
273
P.O. BOX 530441 - BIRMINGHAM, AL 352230441205-313-4808
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.8M premiums / 426 covered livesPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
STERLING CAPITAL MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN
401(k)
Assets$6.7M
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#512
THE WELFARE BENEFIT PLAN OF STERLING CAPITAL MANAGEMENT, INC. AND AFFILIATED COMPANIES
Fully insured - BLUECROSS AND BLUESHIELD OF ALABAMA
Premiums$2.8M
Covered lives426
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | STERLING CAPITAL MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN | 401(k) | $6.7M | 30 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 512 | THE WELFARE BENEFIT PLAN OF STERLING CAPITAL MANAGEMENT, INC. AND AFFILIATED COMPANIES | Fully insured | BLUECROSS AND BLUESHIELD OF ALABAMA | $2.8M | 426 | 2025 |
Retirement plans
Welfare plans