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Benefits Intelligence/Broker Directory/New York

Marshall & Sterling Employee Benefi

Poughkeepsie, NY

Marshall & Sterling Employee Benefi of Poughkeepsie, NY is the broker of record on 77 Form 5500 Schedule A filings covering 52 employer benefit plans across 3 states, with $3,702,049 in reported broker commissions (plan year 2025).

Employer clients
52
distinct plan sponsors
Schedule A filings
77
States served
3
Reported commissions
$3,702,049
plan year 2025
Reported fees
$495,752

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.

EmployerStateParticipantsPlan year end
Association Of Community Service Agents, Inc.CT54,0872024-12-31
Cha Consulting, Inc.NY1,8492025-12-31
Cha Consulting, Inc.NY1,7402024-12-31
49 more employer clients are on this firm's record, with each plan's renewal date. See the full client list

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Form 5500 Schedule A Part 1 (broker of record), 2024–2025 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.