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Sponsor portfolio

STERLING LUMBER & INVESTMENT COMPANY

EIN 84-0328810-Agriculture, Forestry, Fishing and Hunting-Latest filing 2025
Plans
3
Retirement
1
$20.7M assets
Welfare
2
$76K premiums
Participants
428
11148 BENTON STREET SUITE 200 - BROOMFIELD, CO 80020303-427-9661sterlinglbr.comLinkedIn1-10 employees
Plans on this EIN
3 filings
#002401k-$20.7M - 214 part#502Mixed-$45K - 66 lives#503Fully Insured-$31K - 148 lives

Benefits portfolio analytics

2 plans / $76K premiums / 214 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$31K
  • Short-term disability$31K
Total $76K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
59%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA59%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA41%
Total $76K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HOLMES MURPHY & ASSOCIATES100%
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#002

STERLING LUMBER & INVESTMENT COMPANY 401(K) PLAN

401k

Assets$20.7M
Participants214
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

STERLING LUMBER AND INVESTMENT COMPANY MEDICAL PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$45K
Covered lives66
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

STERLING LUMBER AND INVESTMENT COMPANY GROUP TERM LIFE

Fully Insured - GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$31K
Covered lives148
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002STERLING LUMBER & INVESTMENT COMPANY 401(K) PLAN401k$20.7M2142025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502STERLING LUMBER AND INVESTMENT COMPANY MEDICAL PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$45K662025
503STERLING LUMBER AND INVESTMENT COMPANY GROUP TERM LIFEFully InsuredGUARDIAN LIFE INSURANCE COMPANY OF AMERICA$31K1482025
Retirement plans
Welfare plans
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