# STERLING CAPITAL MANAGEMENT LLC HEALTH AND WELFARE PLAN

Health and welfare plan sponsored by **STERLING CAPITAL MANAGEMENT LLC**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | STERLING CAPITAL MANAGEMENT LLC |
| EIN | 421658828 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | CHARLOTTE, NC |
| Industry | investment management |
| Funding | mixed |
| Total premiums | $767K |
| Participants | 192 |
| Persons covered | 287 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| HARTFORD LIFE AND ACCIDENT | Life, LTD, Other |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Other |
| AETNA LIFE INSURANCE COMPANY | Dental |
| PAN-AMERICAN LIFE INSURANCE COMPANY | Other |
| VISION SERVICE PLAN (VSP) | Vision |

## Brokers

| Broker | Placed with |
|---|---|
| MARSH & MCLENNAN AGENCY LLC | HARTFORD LIFE AND ACCIDENT |
| MCGRIFF INSURANCE SERVICES INC | AETNA |
| MARSH & MCLENNAN AGENCY LLC | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY |
| MCGRIFF INSURANCE SERVICES INC | PAN AMERICAN LIFE INSURANCE COMPANY |
| MARSH & MCLENNAN AGENCY LLC | VISION SERVICE PLAN |
| MCGRIFF INSURANCE SERVICES INC | VISION SERVICE PLAN |
| MARSH & MCLENNAN AGENCY LLC | UNUM INSURANCE COMPANY |
| MARSH & MCLENNAN AGENCY LLC | HARTFORD FIRE INSURANCE COMPANY |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/421658828-501
- Cite as: PlanOptica, https://planoptica.com/welfare/421658828-501
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers