Morgan Stanley & Co
New York, NY
Morgan Stanley & Co of New York, NY is the broker of record on 5 Form 5500 Schedule A filings covering 5 employer benefit plans across 4 states, with $165,678 in reported broker commissions (plan year 2024).
Employer clients
Plan sponsors naming Morgan Stanley & Co 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 |
|---|---|---|---|
| Plan Professionals, LLC | NJ | 18,762 | 2024-12-31 |
| Abel Hr, Inc. | NJ | 1,325 | 2024-12-31 |
| Salem Stone Corporation | VA | 201 | 2024-12-31 |
Know who holds the account, and when it renews.
Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal date — from Form 5500 Schedule A, joined to funding rounds, executive hires and layoff notices.
Other benefits brokers in New York
Form 5500 Schedule A Part 1 (broker of record), 2024–2025 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.