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Benefits Intelligence/Broker Directory/New York

Marshall & Sterling Employee Bnfts

Poughkeepsie, NY

Marshall & Sterling Employee Bnfts of Poughkeepsie, NY is the broker of record on 4 Form 5500 Schedule A filings covering 3 employer benefit plans across 3 states, with $11,382 in reported broker commissions (plan year 2025).

Employer clients
3
distinct plan sponsors
Schedule A filings
4
States served
3
Reported commissions
$11,382
plan year 2025
Reported fees
$6,869

Quick answer

Marshall & Sterling Employee Bnfts (Poughkeepsie, NY) is the broker of record for 3 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Marshall & Sterling Employee Bnfts have?
Marshall & Sterling Employee Bnfts is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 3 states.
Who are Marshall & Sterling Employee Bnfts's largest employer clients?
By plan participants, the largest include Malca Amit North America, Inc. (687 participants), Speedo Usa, Inc. (155 participants) and Plenty Unlimited Inc. (47 participants).
How much does Marshall & Sterling Employee Bnfts earn in commissions?
Insurers reported $11,382 in broker commissions and $6,869 in fees paid to Marshall & Sterling Employee Bnfts for plan year 2025, per Schedule A Part 1.
Where is Marshall & Sterling Employee Bnfts located?
Marshall & Sterling Employee Bnfts is based in Poughkeepsie, NY and has employer clients in 3 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Marshall & Sterling Employee Bnfts 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
Malca Amit North America, Inc.NY6872025-12-31
Speedo Usa, Inc.CA1552025-12-31
Plenty Unlimited Inc.WY472025-12-31

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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.