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Form 5500 · Employee benefit plan · SOUTHFIELD, MI

STERLING BANK & TRUST

Public Form 5500 records show how STERLING BANK & TRUST (SOUTHFIELD, MI) structures its employee benefits. Its broker of record is KAPNICK & COMPANY, INC.. Coverage is written through METROPOLITAN LIFE INSURANCE COMPANY and 8 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 38-2524834 · plan 501 · as of Jul 2026

Participants
257
Carriers on file
9
Disclosed commissions
$120,633
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
METROPOLITAN LIFE INSURANCE COMPANYDental, Vision, Life, Disability400December$61,093
KAISER FOUNDATION HEALTH PLAN INCHealth, Life75December$31,334
KAISER FOUNDATION HEALTH PLAN INCHealth28December$11,399
METROPOLITAN LIFE INSURANCE COMPANY86December$6,273
METROPOLITAN LIFE INSURANCE COMPANY75December$5,862
METROPOLITAN LIFE INSURANCE COMPANY11December$3,491
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD31December$1,181
UNITED HEALTHCARE INSURANCE COMPANYHealth230December$0
ULLIANCE, INC244December$0

Questions

Who is STERLING BANK & TRUST's benefits broker?

Per its most recent Form 5500 Schedule A, STERLING BANK & TRUST's broker of record is KAPNICK & COMPANY, INC..

What insurance carrier does STERLING BANK & TRUST use?

STERLING BANK & TRUST's benefit plan is written through METROPOLITAN LIFE INSURANCE COMPANY, among 9 disclosed carriers.

When does STERLING BANK & TRUST's group plan renew?

The most recent Schedule A policy period for STERLING BANK & TRUST ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from STERLING BANK & TRUST's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.