Form 5500 · Employee benefit plan · CHARLOTTE, NC
SIE HOLDINGS INC
Public Form 5500 records show how SIE HOLDINGS INC of CHARLOTTE, NC, a wholesale trade employer, structures its employee benefits. Its broker of record is ALTERITY GROUP LLC. Coverage is written through RELIASTAR LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 87-1317918 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 2 insured contracts covering health, dental, vision, life, disability and stop-loss; the largest, with RELIASTAR LIFE INSURANCE COMPANY, covers 792 people.
The medical plan carries stop-loss coverage, which usually signals a self-funded health plan with insured protection against large claims.
Reported premium across the insured contracts is $1,745,259, with $63,856 in disclosed broker commissions — about 3.7% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
ALTERITY GROUP LLC is the broker of record on 1 of the 2 contracts; the rest name a different broker or none.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| RELIASTAR LIFE INSURANCE COMPANY | Stop-loss | 792 | December | $998,999 | $39,412 |
| GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Health, Dental, Vision, Life, Disability | 519 | December | $746,260 | $24,444 |
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