Form 5500 · Employee benefit plan · CAZENOVIA, NY
MARQUARDT SWITCHES, INC.
The filing calls this plan MARQUARDT SWITCHES, INC. HEALTH & WELFARE PLAN.
Public Form 5500 records show how MARQUARDT SWITCHES, INC. of CAZENOVIA, NY, a manufacturing employer, structures its employee benefits. Its broker of record is ASSUREDPARTNERS NORTHEAST, LLC BOND. Coverage is written through MVP HEALTH SERVICES CORP and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 16-1170424 · plan 530 · plan year 2025, filed Jul 24, 2026
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3,536 other employer plans in New York have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
Benefits declared on this filing
Also declared: other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 9 insured contracts covering health, dental, vision, life and disability; the largest, with MVP HEALTH SERVICES CORP, covers 371 people.
Reported premium across the insured contracts is $3,844,912, with $125,594 in disclosed broker commissions — about 3.3% of premium.
The health contract's policy period ended in December, while at least one ancillary line's policy period ended in February. The plan is on a split renewal cycle.
ASSUREDPARTNERS NORTHEAST, LLC BOND is the broker of record on 2 of the 9 contracts; the rest name a different broker or none.
5 carriers appear on the filing, including MVP HEALTH SERVICES CORP, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, EXCELLUS BLUE CROSS BLUE SHIELD and SUN LIFE AND HEALTH INSURANCE COMPANY. MVP HEALTH SERVICES CORP writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| MVP HEALTH SERVICES CORP | Health | 371 | Jan 1, 2026 | $3,417,794 | $96,470 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Disability | 168 | Jan 1, 2026 | $189,935 | $9,706 |
| EXCELLUS BLUE CROSS BLUE SHIELD | Dental | 73 | Jan 1, 2026 | $116,198 | $7,638 |
| SUN LIFE AND HEALTH INSURANCE COMPANY | Life | 167 | Mar 1, 2026 | $61,216 | $7,477 |
| METROPOLITAN LIFE INSURANCE COMPANY | Vision | 494 | Jan 1, 2026 | $23,983 | $2,238 |
| METROPOLITAN LIFE INSURANCE COMPANY | Health | 80 | Jan 1, 2026 | $5,919 | $731 |
| METROPOLITAN LIFE INSURANCE COMPANY | — | 33 | Jan 1, 2026 | $7,144 | $719 |
| METROPOLITAN LIFE INSURANCE COMPANY | — | 49 | Jan 1, 2026 | $4,946 | $615 |
| METROPOLITAN LIFE INSURANCE COMPANY | Vision | 183 | Jan 1, 2026 | $17,777 | $0 |
Premium and claims on this contract
EXCELLUS BLUE CROSS BLUE SHIELD, contract 00055274. For the contract year on this filing, the carrier reported $116,198 in premium earned and $107,161 in claims incurred. Dividing one by the other gives 92%.
- EXCELLUS BLUE CROSS BLUE SHIELD, contract 00055274 reported $24,659 in retention.
Retention is what the carrier kept of the premium after claims, as reported: administration, commissions and other charges.
Only experience-rated contracts report these figures, so most filings leave them blank.
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Reported to OSHA
Reported to OSHA for 2025: 226 employees, 0 recordable cases, 0 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
Other plans filed by this employer
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