Marshall&Sterling Employee Benefits
Poughkeepsie, NY
Marshall&Sterling Employee Benefits of Poughkeepsie, NY is the broker of record on 75 Form 5500 Schedule A filings covering 52 employer benefit plans across 3 states, with $3,355,328 in reported broker commissions (plan year 2025).
Quick answer
Marshall&Sterling Employee Benefits (Poughkeepsie, NY) is the broker of record for 52 employer benefit plan sponsors on 75 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Marshall&Sterling Employee Benefits have?
- Marshall&Sterling Employee Benefits is named as broker on Form 5500 Schedule A filings for 52 distinct plan sponsors in 3 states.
- Who are Marshall&Sterling Employee Benefits's largest employer clients?
- By plan participants, the largest include Barnard College (1,315 participants), Urban Resource Institute (728 participants) and Staffing Solutions Organization LLC (679 participants).
- How much does Marshall&Sterling Employee Benefits earn in commissions?
- Insurers reported $3.4 million in broker commissions and $207,263 in fees paid to Marshall&Sterling Employee Benefits for plan year 2025, per Schedule A Part 1.
- Where is Marshall&Sterling Employee Benefits located?
- Marshall&Sterling Employee Benefits is based in Poughkeepsie, NY and has employer clients in 3 states.
- How does Marshall&Sterling Employee Benefits rank among benefits brokers in New York?
- Marshall&Sterling Employee Benefits ranks #39 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 Benefits 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 |
|---|---|---|---|
| Barnard College | NY | 1,315 | 2025-12-31 |
| Urban Resource Institute | NY | 728 | 2025-12-31 |
| Staffing Solutions Organization LLC | NY | 679 | 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.