Morgan Stanley & Co Annuity And Ins
New York, NY
Morgan Stanley & Co Annuity And Ins of New York, NY is the broker of record on 5 Form 5500 Schedule A filings covering 3 employer benefit plans across 3 states, with $61,980 in reported broker commissions (plan year 2025).
Quick answer
Morgan Stanley & Co Annuity And Ins (New York, NY) is the broker of record for 3 employer benefit plan sponsors on 5 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Morgan Stanley & Co Annuity And Ins have?
- Morgan Stanley & Co Annuity And Ins is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 3 states.
- Who are Morgan Stanley & Co Annuity And Ins's largest employer clients?
- By plan participants, the largest include Westmoor Manufacturing Company (126 participants), Specialty Interiors, Inc. (113 participants) and Polay And Swann LLC (10 participants).
- How much does Morgan Stanley & Co Annuity And Ins earn in commissions?
- Insurers reported $61,980 in broker commissions paid to Morgan Stanley & Co Annuity And Ins for plan year 2025, per Schedule A Part 1.
- Where is Morgan Stanley & Co Annuity And Ins located?
- Morgan Stanley & Co Annuity And Ins is based in New York, NY and has employer clients in 3 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Morgan Stanley & Co Annuity And Ins 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 |
|---|---|---|---|
| Westmoor Manufacturing Company | TX | 126 | 2025-06-30 |
| Specialty Interiors, Inc. | KY | 113 | 2025-12-31 |
| Polay And Swann LLC | GA | 10 | 2025-12-31 |
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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.