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Benefits Intelligence/Broker Directory/New York

Marshall And Sterling Employee Ben

Poughkeepsie, NY

Marshall And Sterling Employee Ben of Poughkeepsie, NY is the broker of record on 5 Form 5500 Schedule A filings covering 4 employer benefit plans, with $184,062 in reported broker commissions (plan year 2025).

Employer clients
4
distinct plan sponsors
Schedule A filings
5
States served
1
Reported commissions
$184,062
plan year 2025
Reported fees
$13,370

Quick answer

Marshall And Sterling Employee Ben (Poughkeepsie, NY) is the broker of record for 4 employer benefit plan sponsors on 5 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Marshall And Sterling Employee Ben have?
Marshall And Sterling Employee Ben is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors.
Who are Marshall And Sterling Employee Ben's largest employer clients?
By plan participants, the largest include Encore Vet Group, LLC (1,698 participants), Capital Region Orthopaedic Associates, Pc (221 participants) and Lasalle School (108 participants).
How much does Marshall And Sterling Employee Ben earn in commissions?
Insurers reported $184,062 in broker commissions and $13,370 in fees paid to Marshall And Sterling Employee Ben for plan year 2025, per Schedule A Part 1.
Where is Marshall And Sterling Employee Ben located?
Marshall And Sterling Employee Ben is based in Poughkeepsie, NY.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Marshall And Sterling Employee Ben on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Encore Vet Group, LLCNY1,6982024-12-31
Capital Region Orthopaedic Associates, PcNY2212025-12-31
Lasalle SchoolNY1082024-12-31
1 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.