Benefits broker of record · POUGHKEEPSIE, NY
MARSHALL & STERLING EMPLOYEE BENEFI
MARSHALL & STERLING EMPLOYEE BENEFI of POUGHKEEPSIE, NY is named as the broker of record on 181 insurance contracts in public Form 5500 Schedule A filings.
181 contracts on file name MARSHALL & STERLING EMPLOYEE BENEFI as broker of record. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.
Book profile
MARSHALL & STERLING EMPLOYEE BENEFI brokers 181 insured contracts for 50 employers, across 4 states, led by NY, FL, CT.
Disability is the largest line (52 contracts), followed by life (42), vision (40), dental (39).
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA writes the most contracts in the book (36, about 20%); MUTUAL OF OMAHA INSURANCE COMPANY, ANTHEM BLUE CROSS, COMPANION LIFE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 82% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
disability 52 · life 42 · vision 40 · dental 39 · health 28
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| PINNACLE EMPLOYEE SERVICES | EAST SYRACUSE, NY | EXCELLUS BLUE CROSS BLUE SHIELD | Jan 1FY2025 |
| NYSARC, INC. MONTGOMERY COUNTY CHAPTER AKA LIBERTY ENTERPRISE | AMSTERDAM, NY | CAPITAL DISTRICT PHYSICIAN'S HEALTH PLAN INC. | Jul 1FY2025 |
| NEW YORK STATE NURSES ASSOCIATION | NEW YORK, NY | ANTHEM BLUE CROSS | Jan 1FY2025 |
| CLINTON'S DITCH COOPERATIVE COMPANY, INC. | CICERO, NY | MVP HEALTH SERVICES CORP | Jan 1FY2025 |
| BESTPASS INC DBA FLEETWORTHY | ALBANY, NY | ANTHEM BLUE CROSS | Jan 1FY2025 |
more employers in MARSHALL & STERLING EMPLOYEE BENEFI's book
See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan year 2025 on this page)
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