Plan Ledger DOL Form 5500 · updated monthly

Sterling Capital Management, Inc.benefits

The Welfare Benefit Plan of Sterling Capital Management, Inc. and Affiliated Companies · BIRMINGHAM, AL · plan year 2025

Broker compensation reported · 2025
$28,836

Sterling Capital Management, Inc.'s benefits plans covered 243 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $2,650,329. Insurance brokers and agents were paid $28,836 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 1.1% of premiums. That is $119 per covered person, below the median for employer plans that report broker pay. Broker pay rose 25% from $23,135 in 2024.

Insurance contracts · 20255
BLUECROSS AND BLUESHIELD OF ALABAMA · health drug dental ppo$2.7M · 426 covered
VISION SERVICE PLAN · visionpremiums n/a · 59 covered
FIDELITY SECURITY LIFE INSURANCE COMPANY · visionpremiums n/a · 199 covered
AFLACpremiums n/a · 1 covered
HARTFORD LIFE AND ACCIDENT · life std ltdpremiums n/a · 243 covered
Brokers & agents paid · 20257
IMA, INC.$14,637
NATIONAL ENROLLMENT PARTNERS$6,612 · incl $6,612 fees
VALENT GROUP, LLC$1,728
SAIC, INC.$24
5 individual agents · names withheld$116

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 631057974 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.