Fundz
Fundz
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 90 Form 5500 Schedule A filings covering 60 employer benefit plans across 27 states, with $839,765 in reported broker commissions (plan year 2025).

Employer clients
60
distinct plan sponsors
Schedule A filings
90
States served
27
Reported commissions
$839,765
plan year 2025
Reported fees
$6,163

Quick answer

Morgan Stanley Insurance Services I (New York, NY) is the broker of record for 60 employer benefit plan sponsors on 90 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Morgan Stanley Insurance Services I have?
Morgan Stanley Insurance Services I is named as broker on Form 5500 Schedule A filings for 60 distinct plan sponsors in 27 states.
Who are Morgan Stanley Insurance Services I's largest employer clients?
By plan participants, the largest include Suffolk Transportation Services, Inc (3,933 participants), Avante Group, Inc. (1,497 participants) and Polaris Pharmacy Services, LLC (1,364 participants).
How much does Morgan Stanley Insurance Services I earn in commissions?
Insurers reported $839,765 in broker commissions and $6,163 in fees paid to Morgan Stanley Insurance Services I for plan year 2025, per Schedule A Part 1.
Where is Morgan Stanley Insurance Services I located?
Morgan Stanley Insurance Services I is based in New York, NY and has employer clients in 27 states.
How does Morgan Stanley Insurance Services I rank among benefits brokers in New York?
Morgan Stanley Insurance Services I ranks #35 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 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, IncNY3,9332025-12-31
Avante Group, Inc.FL1,4972024-12-31
Polaris Pharmacy Services, LLCFL1,3642025-12-31
57 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.