Morgan Stanley
New York, NY
Morgan Stanley of New York, NY is the broker of record on 66 Form 5500 Schedule A filings covering 43 employer benefit plans across 20 states, with $462,308 in reported broker commissions (plan year 2025).
Quick answer
Morgan Stanley (New York, NY) is the broker of record for 43 employer benefit plan sponsors on 66 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Morgan Stanley have?
- Morgan Stanley is named as broker on Form 5500 Schedule A filings for 43 distinct plan sponsors in 20 states.
- Who are Morgan Stanley's largest employer clients?
- By plan participants, the largest include Wilson Elser Moskowitz Edelman & Dicker LLP (2,516 participants), Givens Estates, Inc. (685 participants) and Hom Furniture, Inc. (676 participants).
- How much does Morgan Stanley earn in commissions?
- Insurers reported $462,308 in broker commissions and $47,130 in fees paid to Morgan Stanley for plan year 2025, per Schedule A Part 1.
- Where is Morgan Stanley located?
- Morgan Stanley is based in New York, NY and has employer clients in 20 states.
- How does Morgan Stanley rank among benefits brokers in New York?
- Morgan Stanley ranks #45 by employer clients among the 50 most active benefits brokers based in New York.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Morgan Stanley on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Wilson Elser Moskowitz Edelman & Dicker LLP | NY | 2,516 | 2025-12-31 |
| Givens Estates, Inc. | NC | 685 | 2024-12-31 |
| Hom Furniture, Inc. | MN | 676 | 2024-12-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.