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Benefits Intelligence/Broker Directory/New York

Morgan Stanley Insurance Services I

New York, NY

Morgan Stanley Insurance Services I of New York, NY is the broker of record on 55 Form 5500 Schedule A filings covering 51 employer benefit plans across 23 states, with $451,184 in reported broker commissions (plan year 2025).

Employer clients
51
distinct plan sponsors
Schedule A filings
55
States served
23
Reported commissions
$451,184
plan year 2025
Reported fees
$6,163

Employer clients

Plan sponsors naming Morgan Stanley Insurance Services I 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
Suffolk Transportation Services, IncNY3,0072024-12-31
Avante Group, Inc.FL1,4972024-12-31
Polaris Pharmacy Services, LLCFL1,3642025-12-31
48 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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.

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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.