Marshall & Sterling Inc
Poughkeepsie, NY
Marshall & Sterling Inc of Poughkeepsie, NY is the broker of record on 50 Form 5500 Schedule A filings covering 34 employer benefit plans across 5 states, with $756,885 in reported broker commissions (plan year 2025).
Quick answer
Marshall & Sterling Inc (Poughkeepsie, NY) is the broker of record for 34 employer benefit plan sponsors on 50 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Marshall & Sterling Inc have?
- Marshall & Sterling Inc is named as broker on Form 5500 Schedule A filings for 34 distinct plan sponsors in 5 states.
- Who are Marshall & Sterling Inc's largest employer clients?
- By plan participants, the largest include Association Of Community Service Agents, Inc. (54,087 participants), Boston Insurance Employee Benefit Trust - Dfe (49,304 participants) and Albany Med Health System (5,820 participants).
- How much does Marshall & Sterling Inc earn in commissions?
- Insurers reported $756,885 in broker commissions and $199,345 in fees paid to Marshall & Sterling Inc for plan year 2025, per Schedule A Part 1.
- Where is Marshall & Sterling Inc located?
- Marshall & Sterling Inc is based in Poughkeepsie, NY and has employer clients in 5 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Marshall & Sterling Inc 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 |
|---|---|---|---|
| Association Of Community Service Agents, Inc. | CT | 54,087 | 2025-12-31 |
| Boston Insurance Employee Benefit Trust - Dfe | CT | 49,304 | 2025-12-31 |
| Albany Med Health System | NY | 5,820 | 2025-12-31 |
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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.