Marshall & Sterling Employee Benefi
Poughkeepsie, NY
Marshall & Sterling Employee Benefi of Poughkeepsie, NY is the broker of record on 84 Form 5500 Schedule A filings covering 56 employer benefit plans across 4 states, with $3,981,566 in reported broker commissions (plan year 2025).
Quick answer
Marshall & Sterling Employee Benefi (Poughkeepsie, NY) is the broker of record for 56 employer benefit plan sponsors on 84 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Marshall & Sterling Employee Benefi have?
- Marshall & Sterling Employee Benefi is named as broker on Form 5500 Schedule A filings for 56 distinct plan sponsors in 4 states.
- Who are Marshall & Sterling Employee Benefi'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 Cha Consulting, Inc. (1,849 participants).
- How much does Marshall & Sterling Employee Benefi earn in commissions?
- Insurers reported $4 million in broker commissions and $497,142 in fees paid to Marshall & Sterling Employee Benefi for plan year 2025, per Schedule A Part 1.
- Where is Marshall & Sterling Employee Benefi located?
- Marshall & Sterling Employee Benefi is based in Poughkeepsie, NY and has employer clients in 4 states.
- How does Marshall & Sterling Employee Benefi rank among benefits brokers in New York?
- Marshall & Sterling Employee Benefi ranks #38 by employer clients among the 50 most active benefits brokers based in New York.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Marshall & Sterling Employee Benefi 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 |
| Cha Consulting, Inc. | NY | 1,849 | 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.