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Benefits Intelligence/Broker Directory/New York

Morgan Stanley & Co

New York, NY

Morgan Stanley & Co of New York, NY is the broker of record on 11 Form 5500 Schedule A filings covering 6 employer benefit plans across 4 states, with $348,080 in reported broker commissions (plan year 2025).

Employer clients
6
distinct plan sponsors
Schedule A filings
11
States served
4
Reported commissions
$348,080
plan year 2025

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.

EmployerStateParticipantsPlan year end
Nppg Plan Professionals, LLCNJ15,9672025-12-31
Abel Hr Inc.NJ1,0192025-12-31
Wisconsin Fuel & Retail Association, Inc.WI8532025-12-31
3 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.