How big is Sterling Surplus, LLC's plan?

Sterling Surplus, LLC's plan reported $1.1M in assets and 7 participants for 2024.

Original filing (PDF)20250909134548NAL0033752160001

Sterling Surplus, LLC

Name: Sterling Surplus, LLC — Sterling Surplus, Form 5500 (2024)
Creator: Sterling Surplus, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sterling Surplus Underwriters Cash Balance Plan

Defined-benefit pension plan · Sterling Surplus, LLC's Sterling Surplus Underwriters Cash Balance Plan held $1.1M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

C. BRAD Moncrief signed Sterling Surplus, LLC's 2024 Form 5500 as plan administrator.

C. BRAD Moncrief — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Sterling Surplus, LLC's EIN is 26-0153717.

EIN 26-0153717

Plan number 002

Plan year 2024

ACK ID 20250909134548NAL0033752160001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sterling Surplus, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sterling Surplus, LLC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STERLING SURPLUS, LLC.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score