Morgan Stanley Insurance Services
New York, NY
Morgan Stanley Insurance Services of New York, NY is the broker of record on 144 Form 5500 Schedule A filings covering 129 employer benefit plans across 35 states, with $3,161,062 in reported broker commissions (plan year 2025).
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 |
| Agua Caliente Band Of Cahuilla Indians | CA | 3,078 | 2024-12-31 |
| Soho House LLC | NY | 2,831 | 2021-12-31 |
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.