Form 5500 · Employee benefit plan · ALBANY, NY
WHITEMAN OSTERMAN & HANNA LLP
WHITEMAN OSTERMAN & HANNA LLP of ALBANY, NY insures health, dental, vision, life and disability coverage for its employees, per Schedule A of its Form 5500. Its broker of record is MARSHALL & STERLING EMPLOYEE BENEFI. Coverage is written through ANTHEM BLUE CROSS (G1921) and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 14-1564599 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 4 insured contracts covering health, dental, vision, life and disability; the largest, with ANTHEM BLUE CROSS (G1921), covers 109 people.
Reported premium across the insured contracts is $1,337,405, with $63,035 in disclosed broker commissions — about 4.7% 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.
MARSHALL & STERLING EMPLOYEE BENEFI is the broker of record on 3 of the 4 contracts; the rest name a different broker or none.
4 carriers appear on the filing — ANTHEM BLUE CROSS (G1921), THE GUARDIAN LIFE INSURANCE COMPANY OF NEW YORK, FIRST UNUM LIFE INSURANCE COMPANY and EMPLOYEE SERVICES LLC — with ANTHEM BLUE CROSS (G1921) writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| ANTHEM BLUE CROSS (G1921) | Health | 109 | December | $1,037,185 | $37,444 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF NEW YORK | Dental, Vision | 166 | December | $152,683 | $17,211 |
| FIRST UNUM LIFE INSURANCE COMPANY | Life, Disability | 187 | December | $143,204 | $8,163 |
| EMPLOYEE SERVICES LLC | — | 180 | December | $4,333 | $217 |
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