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Benefits broker of record · POUGHKEEPSIE, NY

MARSHALL & STERLING

MARSHALL & STERLING of POUGHKEEPSIE, NY is named as the broker of record on 62 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
62
Book size
$100k–1M
Office state
NY

62 contracts on file name MARSHALL & STERLING 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 brokers 62 insured contracts for 28 employers, across 6 states, led by NY, CA, CT.

Health is the largest line (21 contracts), followed by vision (14), disability (14), life (11).

CIGNA HEALTH AND LIFE INSURANCE COMPANY writes the most contracts in the book (6, about 10%); NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK, MUTUAL OF OMAHA INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY follow.

Renewals are spread through the year; January 1 renewals (policy year ends December) are the largest group, at 44% of the dated welfare contracts.

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

health 21 · vision 14 · disability 14 · life 11 · dental 10

Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationCarrierRenews
ASSOCIATION OF COMMUNITY SERVICE AGENTS, INC.WALLINGFORD, CTAETNA LIFE INSURANCE COMPANYAug 1FY2024
CENTERLIGHT HEALTH SYSTEMFLUSHING, NYUNITEDHEALTHCARE INSURANCE COMPANYJan 1FY2025
CENTERLIGHT HEALTHCARE INC.FLUSHING, NYUNITEDHEALTHCARE INSURANCE COMPANYJan 1FY2024
ASSOCIATION OF COMMUNITY SERVICE AGENTS, INC.WALLINGFORD, CTUNUM LIFE INSURANCE COMPANY OF AMERICAJan 1FY2024
TRUSTCO BANKGLENVILLE, NYHIGHMARK WESTERN AND NORTHEASTERN NEW YORK INC.Jan 1FY2024
Subscriber access
24

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Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)

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