How many employer clients does Marcey Steese have?

Marcey Steese is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 2 states.

Who are Marcey Steese's largest employer clients?

By plan participants, the largest include The National Center For Children And Families (268 participants), Theranostix, Inc. (147 participants) and Mid-Park, Inc. (129 participants).

How much does Marcey Steese earn in commissions?

Insurers reported $6,850 in broker commissions and $4,552 in fees paid to Marcey Steese for plan year 2025, per Schedule A Part 1.

Where is Marcey Steese located?

Marcey Steese is based in Charleston, SC and has employer clients in 2 states.

Benefits Intelligence/Broker Directory/South Carolina

Marcey Steese

Charleston, SC

Marcey Steese of Charleston, SC is the broker of record on 5 Form 5500 Schedule A filings covering 3 employer benefit plans across 2 states, with $6,850 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$6,850

plan year 2025

Reported fees

$4,552

Quick answer

Marcey Steese (Charleston, SC) is the broker of record for 3 employer benefit plan sponsors on 5 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Marcey Steese have?: Marcey Steese is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 2 states.
Who are Marcey Steese's largest employer clients?: By plan participants, the largest include The National Center For Children And Families (268 participants), Theranostix, Inc. (147 participants) and Mid-Park, Inc. (129 participants).
How much does Marcey Steese earn in commissions?: Insurers reported $6,850 in broker commissions and $4,552 in fees paid to Marcey Steese for plan year 2025, per Schedule A Part 1.
Where is Marcey Steese located?: Marcey Steese is based in Charleston, SC and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Marcey Steese on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

Employer	State	Participants	Plan year end
The National Center For Children And Families	MD	268	2026-02-28
Theranostix, Inc.	MD	147	2026-01-31
Mid-Park, Inc.	KY	129	2026-04-30

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.