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Benefits Intelligence/Broker Directory/New York

Marshall&Sterling Employee Benefits

Poughkeepsie, NY

Marshall&Sterling Employee Benefits of Poughkeepsie, NY is the broker of record on 66 Form 5500 Schedule A filings covering 50 employer benefit plans across 3 states, with $2,919,341 in reported broker commissions (plan year 2025).

Employer clients
50
distinct plan sponsors
Schedule A filings
66
States served
3
Reported commissions
$2,919,341
plan year 2025
Reported fees
$132,399

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.

EmployerStateParticipantsPlan year end
Urban Resource InstituteNY7282025-12-31
Urban Resource InstituteNY6922024-12-31
Staffing Solutions Organization LLCNY6792025-12-31
47 more employer clients are on this firm's record, with each plan's renewal date. See the full client list

Know who holds the account, and when it renews.

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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.