# MARCUM ADVISORY GROUP BENEFIT PLAN

Health and welfare plan sponsored by **MARCUM ADVISORY GROUP LLC**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | MARCUM ADVISORY GROUP LLC |
| EIN | 881478669 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | MELVILLE, NY |
| Industry | Professional, Scientific, and Technical Services |
| Funding | fully insured |
| Total premiums | $5.6M |
| Participants | 0 |
| Persons covered | 2,788 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| LINCOLN FINANCIAL GROUP | STD, LTD, Life |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Dental, Indemnity |
| KAISER PERMANENTE | Health, HMO |
| TRUSTMARK INSURANCE COMPANY | Life, Other |
| VOYA FINANCIAL | Other |
| VISION SERVICE PLAN (VSP) | Vision |
| METLIFE LEGAL PLANS | Vision, Other |

## Brokers

| Broker | Placed with |
|---|---|
| NFP INSURANCE SERVICES INC | TRUSTMARK INSURANCE COMPANY |
| LTCI PARTNERS LLC | TRUSTMARK INSURANCE COMPANY |
| CBIZ BENEFITS & INSURANCE SERVICES | RELIASTAR LIFE INSURANCE COMPANY |
| CBIZ BENEFITS & INSURANCE SERVICES | METLIFE LEGAL PLANS |
| NFP INSURANCE SERVICES INC | METLIFE LEGAL PLANS |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/881478669-501
- Cite as: PlanOptica, https://planoptica.com/welfare/881478669-501
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