Benefits broker · Plan year 2024 · Form 5500 Schedule A

Marshall & Sterling Inc

Poughkeepsie, NY

Marshall & Sterling Inc collected $2.0M in commissions and fees from 28 employer health plans in plan year 2024 filings, ranking #241 among 12,126 brokers named in the public record. Most of its named clients are in New York.

Commissions + fees

$2.0M

$1.8M commissions · $239,139 fees

Employer plans

132 contracts

Rank

#241

top 2% of 12,126 brokers

Median rate

n/a

fewer than 10 insured medical plans

Largest clients

Employers whose filings reported the most compensation to this broker.

Employer	Paid to broker	Participants
Nysarc, Inc. Montgomery County Chapter Aka Liberty Enterprise · New York	$331,296	602
New York Independent System Operator · New York	$313,703	648
Centerlight Healthcare Inc. · New York	$198,598	352
Cha Consulting, Inc. · New York	$184,794	1,612
Trustco Bank · New York	$113,405	584
F.W. of Saratoga, Inc. · New York	$103,222	248
Horizon Family Medical Group · New York	$88,854	320
Whitney M. Young, JR. Health Center, Inc. · New York	$70,363	173
LBM Advantage, Inc. · New York	$66,764	125
Whiteman Osterman & Hanna LLP · New York	$61,619	172
Gateway Community Industries, Inc. · New York	$51,339	121
Angiodynamics, Inc. · New York	$50,798	760
Beekman 1802 · New York	$48,395	169
Trustees Insurance Fund Local 83 · New York	$38,867	380
Albany Med Health System · New York	$37,304	5,487
Whispering Pines Preschool, Inc. · New York	$33,729	124
Service Station Dealers of Greater NY · New York	$32,528	120
Speedo USA, Inc. · California	$31,681	194
NYS Federation of Growers' and Processors' Associations, Inc. · New York	$30,489	292
Hairuwear Inc. · Kansas	$27,429	106
The Brauer Group Ii Flex Benefit Plan · New Jersey	$26,461	202
Cardworks, Inc. · New York	$20,354	2,497
The Westchester School · New York	$11,871	103
IBEW Local No. 236 Health and Benefit Fu · New York	$9,202	1,801
Oec Freight (NY), Inc. · New York	$5,649	414

Source: DOL Form 5500 Schedule A Part I, plan year 2024, grouped by broker name as filed. Dataset built October 24, 2026.

Where its clients are

Employer plans naming this broker, by employer state.

23 plans

2 plans

1 plans

1 plans

1 plans

How much does Marshall & Sterling Inc earn from employer health plans?

In plan year 2024 filings, employers reported paying Marshall & Sterling Inc $1,996,862: $1,757,723 in commissions and $239,139 in fees, across 132 insurance contracts at 28 employers. That ranks #241 of 12,126 brokers in the public record.

What commission rate is paid on plans Marshall & Sterling Inc brokers?

Not enough fully insured medical plans name Marshall & Sterling Inc as the sole broker to compute a stable rate. The national median is 3.8% of premium.

Which employers use Marshall & Sterling Inc?

The largest reported payers in 2024 were Nysarc, Inc. Montgomery County Chapter Aka Liberty Enterprise, New York Independent System Operator, Centerlight Healthcare Inc.. New York is its biggest state by employer count (23 plans).

Amounts are what employers reported on their own filings. They do not include compensation from carriers that is not tied to a specific contract, and names are grouped exactly as filed, so related entities can appear separately. How this record is built.