Form 5500 · Employee benefit plan · MELVILLE, NY
MARCUM ADVISORY GROUP LLC
MARCUM ADVISORY GROUP LLC of MELVILLE, NY is a 3,477-participant professional services employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is MANAGEMENT COMPENSATION GROUP SE. Coverage is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES and 7 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 88-1478669 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 11 insured contracts covering health, dental, vision, life and disability; the largest, with CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES, covers 2,266 people.
Reported premium across the insured contracts is $6,143,025, with $449,017 in disclosed broker commissions — about 7.3% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
MANAGEMENT COMPENSATION GROUP SE is the broker of record on 1 of the 11 contracts; the rest name a different broker or none.
8 carriers appear on the filing — CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES, LINCOLN LIFE & ANNUITY COMPANY, TRUSTMARK INSURANCE COMPANY and KAISER FOUNDATION HEALTH PLAN INC among them — with CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| TRUSTMARK INSURANCE COMPANY | Life | 170 | December | $519,519 | $232,529 |
| RELIASTAR LIFE INSURANCE COMPANY | — | 846 | December | $333,454 | $210,996 |
| METLIFE LEGAL PLANS | — | 240 | December | $67,988 | $5,492 |
| KAISER FOUNDATION HEALTH PLAN INC | Health | 63 | December | $372,003 | $0 |
| METROPOLITAN LIFE INSURANCE COMPANY | Vision | 877 | December | $83,162 | $0 |
| LINCOLN LIFE & ANNUITY COMPANY | Life | 3,279 | December | $696,911 | $0 |
| LINCOLN LIFE & ANNUITY COMPANY | Disability | 3,524 | December | $870,976 | $0 |
| LINCOLN LIFE & ANNUITY COMPANY | — | 3,279 | December | $939,395 | $0 |
| KAISER FOUNDATION HEALTH PLAN INC | Health | 25 | December | $196,082 | $0 |
| VISION SERVICE PLAN | Vision | 1,195 | December | $210,102 | $0 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | Dental | 2,266 | December | $1,853,433 | $0 |
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