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Form 5500 · Employee benefit plan · GREAT NECK, NY

STERLING EQUITIES ASSOCIATES, LLC

Public Form 5500 records show how STERLING EQUITIES ASSOCIATES, LLC (GREAT NECK, NY) structures its employee benefits. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in August.

Benefits broker of record
Plan renews
August

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 13-2749022 · plan 550 · as of Jul 2026

Participants
145
Carriers on file
4
Disclosed commissions
$115,048
Renewal month
August

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITEDHEALTHCARE INSURANCE COMPANYHealth, Dental114August$86,969
UNUMLife, Disability148September$16,988
DELTA DENTAL OF NEW YORKDental269December$9,789
EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO.Vision201August$1,302

Questions

Who is STERLING EQUITIES ASSOCIATES, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, STERLING EQUITIES ASSOCIATES, LLC's broker of record is USI INSURANCE SERVICES LLC.

What insurance carrier does STERLING EQUITIES ASSOCIATES, LLC use?

STERLING EQUITIES ASSOCIATES, LLC's benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 4 disclosed carriers.

When does STERLING EQUITIES ASSOCIATES, LLC's group plan renew?

The most recent Schedule A policy period for STERLING EQUITIES ASSOCIATES, LLC ended in August. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from STERLING EQUITIES ASSOCIATES, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.