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Form 5500 · Employee benefit plan · CHARLOTTE, NC

STERLING CAPITAL MANAGEMENT LLC

Public Form 5500 records show how STERLING CAPITAL MANAGEMENT LLC (CHARLOTTE, NC) structures its employee benefits. Its broker of record is MCGRIFF INSURANCE SERVICES, INC.. Coverage is written through HARTFORD LIFE AND ACCIDENT. 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 42-1658828 · plan 501 · as of Jul 2026

Participants
180
Carriers on file
1
Disclosed commissions
$15,806
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
HARTFORD LIFE AND ACCIDENTLife, Disability270December$15,806

Questions

Who is STERLING CAPITAL MANAGEMENT LLC's benefits broker?

Per its most recent Form 5500 Schedule A, STERLING CAPITAL MANAGEMENT LLC's broker of record is MCGRIFF INSURANCE SERVICES, INC..

What insurance carrier does STERLING CAPITAL MANAGEMENT LLC use?

STERLING CAPITAL MANAGEMENT LLC's benefit plan is written through HARTFORD LIFE AND ACCIDENT.

When does STERLING CAPITAL MANAGEMENT LLC's group plan renew?

The most recent Schedule A policy period for STERLING CAPITAL MANAGEMENT LLC 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 LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.