Morgan Stanley Insurance Services
New York, NY
Morgan Stanley Insurance Services of New York, NY is the broker of record on 234 Form 5500 Schedule A filings covering 144 employer benefit plans across 36 states, with $5,278,706 in reported broker commissions (plan year 2025).
Quick answer
Morgan Stanley Insurance Services (New York, NY) is the broker of record for 144 employer benefit plan sponsors on 234 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Morgan Stanley Insurance Services have?
- Morgan Stanley Insurance Services is named as broker on Form 5500 Schedule A filings for 144 distinct plan sponsors in 36 states.
- Who are Morgan Stanley Insurance Services's largest employer clients?
- By plan participants, the largest include Cortech, LLC (3,655 participants), Troy Companies, LLC (3,562 participants) and Agua Caliente Band Of Cahuilla Indians (3,038 participants).
- How much does Morgan Stanley Insurance Services earn in commissions?
- Insurers reported $5.3 million in broker commissions and $276,620 in fees paid to Morgan Stanley Insurance Services for plan year 2025, per Schedule A Part 1.
- Where is Morgan Stanley Insurance Services located?
- Morgan Stanley Insurance Services is based in New York, NY and has employer clients in 36 states.
- How does Morgan Stanley Insurance Services rank among benefits brokers in New York?
- Morgan Stanley Insurance Services ranks #15 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 Insurance Services 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 |
|---|---|---|---|
| Cortech, LLC | GA | 3,655 | 2024-12-31 |
| Troy Companies, LLC | TX | 3,562 | 2025-12-31 |
| Agua Caliente Band Of Cahuilla Indians | CA | 3,038 | 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.