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Form 5500 · Employee benefit plan · MELVILLE, NY

MARCUM ADVISORY GROUP LLC

MARCUM ADVISORY GROUP LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MANAGEMENT COMPENSATION GROUP SE. Coverage is written through TRUSTMARK INSURANCE COMPANY and 10 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
MANAGEMENT COMPENSATION GROUP SE
Insurance carrier
TRUSTMARK INSURANCE CO.
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 88-1478669 · plan 501 · as of Jul 2026

Participants
3,477
Carriers on file
11
Disclosed commissions
$449,017
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
TRUSTMARK INSURANCE COMPANYLife170December$232,529
RELIASTAR LIFE INSURANCE COMPANY—846December$210,996
METLIFE LEGAL PLANS—240December$5,492
KAISER FOUNDATION HEALTH PLAN INCHealth63December$0
METROPOLITAN LIFE INSURANCE COMPANYVision877December$0
LINCOLN LIFE & ANNUITY COMPANYLife3,279December$0
LINCOLN LIFE & ANNUITY COMPANYDisability3,524December$0
LINCOLN LIFE & ANNUITY COMPANY—3,279December$0
KAISER FOUNDATION HEALTH PLAN INCHealth25December$0
VISION SERVICE PLANVision1,195December$0
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATESDental2,266December$0

Questions

Who is MARCUM ADVISORY GROUP LLC's benefits broker?

Per its most recent Form 5500 Schedule A, MARCUM ADVISORY GROUP LLC's broker of record is MANAGEMENT COMPENSATION GROUP SE.

What insurance carrier does MARCUM ADVISORY GROUP LLC use?

MARCUM ADVISORY GROUP LLC's benefit plan is written through TRUSTMARK INSURANCE COMPANY, among 11 disclosed carriers.

When does MARCUM ADVISORY GROUP LLC's group plan renew?

The most recent Schedule A policy period for MARCUM ADVISORY GROUP LLC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from MARCUM ADVISORY GROUP LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.