Morgan Stanley Smith Barney LLC
New York, NY
Morgan Stanley Smith Barney LLC of New York, NY is the broker of record on 192 Form 5500 Schedule A filings covering 173 employer benefit plans across 34 states, with $3,981,188 in reported broker commissions (plan year 2025).
Employer clients
Plan sponsors naming Morgan Stanley Smith Barney LLC 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 |
|---|---|---|---|
| The Club Management Association Of America | VA | 7,235 | 2024-12-31 |
| Plan Fiduciary Services, Inc. | FL | 3,880 | 2024-12-31 |
| Amerit Fleet Solutions | CA | 3,216 | 2024-12-31 |
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 month, read from the most recent Form 5500 Schedule A and 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 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.