Form 5500 · Employee benefit plan · BIRMINGHAM, AL
STERLING CAPITAL MANAGEMENT, INC.
Public Form 5500 records show how STERLING CAPITAL MANAGEMENT, INC. (BIRMINGHAM, AL) structures its employee benefits. Its broker of record is VALENT GROUP LLC. Coverage is written through EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 63-1057974 · plan 512 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 212 | December | $18,976 |
| FIDELITY SECURITY LIFE INSURANCE COMPANY | Vision | 159 | December | $913 |
| VISION SERVICE PLAN | Vision | 49 | December | $641 |
| AFLAC | — | 1 | December | $165 |
| BLUECROSS AND BLUESHIELD OF ALABAMA | Health, Dental | 384 | December | $0 |
Questions
Who is STERLING CAPITAL MANAGEMENT, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, STERLING CAPITAL MANAGEMENT, INC.'s broker of record is VALENT GROUP LLC.
What insurance carrier does STERLING CAPITAL MANAGEMENT, INC. use?
STERLING CAPITAL MANAGEMENT, INC.'s benefit plan is written through EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA, among 5 disclosed carriers.
When does STERLING CAPITAL MANAGEMENT, INC.'s group plan renew?
The most recent Schedule A policy period for STERLING CAPITAL MANAGEMENT, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from STERLING CAPITAL MANAGEMENT, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.