Open any plan below to see its carriers, broker commissions and premiums.
Solo shows those sections on each welfare plan. Your first month is $4.99.
Sponsor portfolioWelfare / HealthEIN 63-1057974
STERLING CAPITAL MANAGEMENT, INC.
2151 HIGHLAND AVENUE SOUTH · BIRMINGHAM, AL 35205
2053134808
- Plans filed
- 3
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$2.8M
No prior year
Persons covered
426
No prior year
Total participants
243
No prior year
Plans filed
3
No prior year
Plans under this sponsor
3 plans
Plan #512$2.8M
THE WELFARE BENEFIT PLAN OF STERLING CAPITAL MANAGEMENT, INC. AND AFFILIATED COMPANIES
Fully insured426 covered·5 carriers
Primary: BLUECROSS AND BLUESHIELD OF ALABAMA
Plan #510$1.3M
STERLING CAPITAL MANAGEMENT INC MEDICAL AND DENTAL PLAN
Fully insured151 covered·1 carrier
Primary: BLUE CROSS AND BLUE SHIELD OF ALABAMA
Plan #511$0
STERLING CAPITAL MANAGEMENT, INC. LIFE INSURANCE AND LONG TERM DISABILITY PLAN
Fully insured180 covered·1 carrier
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $2.7M | 31.2% | |
| Dental | $2.7M | 31.2% | |
| Prescription drug | $2.7M | 31.2% | |
| Other | $133K | 1.6% | |
| Life | $132K | 1.6% | |
| Short-term disability | $132K | 1.6% | |
| Long-term disability | $132K | 1.6% | |
| Vision | $24K | 0.3% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 630103830 | HRxD | $2.7M | 94.4% | 1 | 1 | 426 |
EIN 060838648 | LSTDLTDOth | $132K | 4.7% | 1 | 1 | 243 |
EIN 430949844 | V | $15K | 0.6% | 1 | 1 | 199 |
EIN 061227840 | V | $8K | 0.3% | 1 | 1 | 59 |
EIN 822723296 | Oth | $955 | 0.0% | 1 | 1 | 1 |
Broker overview
11 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| IMA, INC. | BIRMINGHAM, AL | HARTFORD LIFE AND ACCIDENT | $15K | $0 | $15K | 50.8% | 1 |
| NATIONAL ENROLLMENT PARTNERS LLC | CRANSTON, RI | HARTFORD LIFE AND ACCIDENT | $0 | $7K | $7K | 22.9% | 1 |
| LOCKTON COMPANIES, LLC | ATLANTA, GA | VISION SERVICE PLAN, HARTFORD LIFE AND ACCIDENT | $5K | $0 | $5K | 18.4% | 1 |
| VALENT GROUP | VESTAVIA, AL | VISION SERVICE PLAN, FIDELITY SECURITY LIFE INSURANCE COMPANY | $2K | $0 | $2K | 6.0% | 1 |
| MCGRIFF INSURANCE SERVICES INC | BIRMINGHAM, AL | FIDELITY SECURITY LIFE INSURANCE COMPANY | $407 | $0 | $407 | 1.4% | 1 |
| SANDY LODEN | FULTONDALE, AL | AFLAC | $63 | $0 | $63 | 0.2% | 1 |
| SONDRA BLAYLOCK | BIRMINGHAM, AL | AFLAC | $34 | $0 | $34 | 0.1% | 1 |
| SAIC INC | COLUMBUS, GA | AFLAC | $24 | $0 | $24 | 0.1% | 1 |
| JOHN YARBOROUGH | HOOVER, AL | AFLAC | $17 | $0 | $17 | 0.1% | 1 |
| BRIAN E HICKS | THOMPSONS STATION, TN | AFLAC | $1 | $0 | $1 | 0.0% | 1 |
| WORTHAM SAN ANTONIO INC | ELLERSLIE, GA | AFLAC | $1 | $0 | $1 | 0.0% | 1 |
History & trajectory
11 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