Form 5500 · Employee benefit plan · BIRMINGHAM, AL
STERLING CAPITAL MANAGEMENT, INC.
STERLING CAPITAL MANAGEMENT, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is IMA, INC.. Coverage is written through HARTFORD LIFE AND ACCIDENT 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 Aug 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| HARTFORD LIFE AND ACCIDENT | Life, Disability | 243 | December | $132,059 | $19,834 |
| FIDELITY SECURITY LIFE INSURANCE COMPANY | Vision | 199 | December | $15,489 | $1,549 |
| VISION SERVICE PLAN | Vision | 59 | December | $8,470 | $701 |
| AFLAC | — | 1 | December | $955 | $140 |
| BLUECROSS AND BLUESHIELD OF ALABAMA | Health, Dental | 426 | December | $2,650,329 | $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 IMA, INC..
What insurance carrier does STERLING CAPITAL MANAGEMENT, INC. use?
STERLING CAPITAL MANAGEMENT, INC.'s benefit plan is written through HARTFORD LIFE AND ACCIDENT, 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.