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Sponsor portfolioWelfare / HealthEIN 42-1658828
STERLING CAPITAL MANAGEMENT LLC
4350 CONGRESS ST. · CHARLOTTE, NC 28209
7049274175
- Plans filed
- 3
- Years active
- 2024–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$767K
No prior year
Persons covered
287
No prior year
Total participants
192
No prior year
Plans filed
3
No prior year
Plans under this sponsor
3 plans
Plan #501$767K
STERLING CAPITAL MANAGEMENT LLC HEALTH AND WELFARE PLAN
Mixed287 covered·7 carriers
Primary: HARTFORD LIFE AND ACCIDENT
Plan #503$70K
STERLING CAPITAL MANAGEMENT LLC DENTAL PLAN
Fully insured353 covered·1 carrier
Primary: AETNA LIFE INSURANCE COMPANY
Plan #502$19K
STERLING CAPITAL MANAGEMENT LLC VISION PLAN
Fully insured116 covered·1 carrier
Primary: VISION SERVICE PLAN
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $585K | 38.3% | |
| Life | $380K | 24.9% | |
| Long-term disability | $380K | 24.9% | |
| Dental | $145K | 9.5% | |
| Vision | $37K | 2.4% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 060838648 | LLTDOth | $384K | 50.1% | 1 | 2 | 287 |
EIN 620331200 | Oth | $150K | 19.5% | 1 | 5 | 43 |
EIN 066033492 | D | $145K | 18.9% | 1 | 1 | 260 |
EIN 720281240 | Oth | $51K | 6.7% | 1 | 1 | 10 |
EIN 061227840 | V | $37K | 4.8% | 1 | 1 | 118 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | GREENSBORO, NC | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, UNUM INSURANCE COMPANY, HARTFORD FIRE INSURANCE COMPANY, HARTFORD LIFE AND ACCIDENT, VISION SERVICE PLAN | $80K | $23K | $103K | 94.2% | 1 |
| MCGRIFF INSURANCE SERVICES INC | GREENSBORO, NC | PAN AMERICAN LIFE INSURANCE COMPANY, AETNA, VISION SERVICE PLAN | $2K | $5K | $6K | 5.8% | 1 |
History & trajectory
2 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan