Fundz
Fundz
Benefits Intelligence/Broker Directory/New York

Morgan Stanley Ins Svcs Inc

New York, NY

Morgan Stanley Ins Svcs Inc of New York, NY is the broker of record on 6 Form 5500 Schedule A filings covering 4 employer benefit plans across 4 states, with $45,177 in reported broker commissions (plan year 2025).

Employer clients
4
distinct plan sponsors
Schedule A filings
6
States served
4
Reported commissions
$45,177
plan year 2025

Quick answer

Morgan Stanley Ins Svcs Inc (New York, NY) is the broker of record for 4 employer benefit plan sponsors on 6 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Morgan Stanley Ins Svcs Inc have?
Morgan Stanley Ins Svcs Inc is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors in 4 states.
Who are Morgan Stanley Ins Svcs Inc's largest employer clients?
By plan participants, the largest include Smile Design Dentistry Of St. Pete, LLC (501 participants), Jackson Kelly Pllc (268 participants) and Wholesale Motors, Inc. (205 participants).
How much does Morgan Stanley Ins Svcs Inc earn in commissions?
Insurers reported $45,177 in broker commissions paid to Morgan Stanley Ins Svcs Inc for plan year 2025, per Schedule A Part 1.
Where is Morgan Stanley Ins Svcs Inc located?
Morgan Stanley Ins Svcs Inc is based in New York, NY and has employer clients in 4 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Morgan Stanley Ins Svcs Inc 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
Smile Design Dentistry Of St. Pete, LLCFL5012024-12-31
Jackson Kelly PllcWV2682025-12-31
Wholesale Motors, Inc.HI2052025-12-31
1 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Sell through benefits brokers? Let us show you around.

Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.

Book a 20-minute walkthrough

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 month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

Get Strategic →Start nowBook a 15-min walkthrough

Other benefits brokers in New York

All brokers in New York →

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.