Morgan Stanley Smith Barney LLC
New York, NY
Morgan Stanley Smith Barney LLC of New York, NY is the broker of record on 311 Form 5500 Schedule A filings covering 192 employer benefit plans across 37 states, with $6,800,297 in reported broker commissions (plan year 2025).
Quick answer
Morgan Stanley Smith Barney LLC (New York, NY) is the broker of record for 192 employer benefit plan sponsors on 311 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Morgan Stanley Smith Barney LLC have?
- Morgan Stanley Smith Barney LLC is named as broker on Form 5500 Schedule A filings for 192 distinct plan sponsors in 37 states.
- Who are Morgan Stanley Smith Barney LLC's largest employer clients?
- By plan participants, the largest include The Club Management Association Of America (7,235 participants), Plan Fiduciary Services, Inc. (4,994 participants) and Amerit Fleet Solutions (3,814 participants).
- How much does Morgan Stanley Smith Barney LLC earn in commissions?
- Insurers reported $6.8 million in broker commissions and $246,877 in fees paid to Morgan Stanley Smith Barney LLC for plan year 2025, per Schedule A Part 1.
- Where is Morgan Stanley Smith Barney LLC located?
- Morgan Stanley Smith Barney LLC is based in New York, NY and has employer clients in 37 states.
- How does Morgan Stanley Smith Barney LLC rank among benefits brokers in New York?
- Morgan Stanley Smith Barney LLC ranks #10 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 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 | 4,994 | 2025-12-31 |
| Amerit Fleet Solutions | CA | 3,814 | 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.