Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$5.1M
- Dental$289K
- Other$213K
- Life$211K
- Short-term disability$211K
- Long-term disability$211K
- +1 more
Sponsor portfolio
STURM FINANCIAL GROUP
EIN 84-1564498bankingLatest filing 2025
Plans
2
Retirement
1
$49.7M assets
Welfare
1
$5.6M premiums
Participants
1,178
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $5.6M premiums / 702 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY90%
- DELTA DENTAL OF CALIFORNIA5%
- RELIASTAR LIFE INSURANCE COMPANY4%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
100%top
- AON CONSULTING INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
STURM FINANCIAL GROUP 401(K) PROFIT SHARING PLAN
401k
Assets$49.7M
Participants776
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
STURM FINANCIAL GROUP WELFARE BENEFIT PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$5.6M
Covered lives702
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | STURM FINANCIAL GROUP 401(K) PROFIT SHARING PLAN | 401k | $49.7M | 776 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | STURM FINANCIAL GROUP WELFARE BENEFIT PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $5.6M | 702 | 2025 |
Retirement plans
Welfare plans