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Benefits Intelligence/Broker Directory/New York

Morgan Stanley Smith Barney Ll

New York, NY

Morgan Stanley Smith Barney Ll of New York, NY is the broker of record on 7 Form 5500 Schedule A filings covering 4 employer benefit plans across 4 states, with $52,472 in reported broker commissions (plan year 2025).

Employer clients
4
distinct plan sponsors
Schedule A filings
7
States served
4
Reported commissions
$52,472
plan year 2025

Quick answer

Morgan Stanley Smith Barney Ll (New York, NY) is the broker of record for 4 employer benefit plan sponsors on 7 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Morgan Stanley Smith Barney Ll have?
Morgan Stanley Smith Barney Ll is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors in 4 states.
Who are Morgan Stanley Smith Barney Ll's largest employer clients?
By plan participants, the largest include Nevada Restaurant Services, Inc. Dba Dotty'S (2,039 participants), Gmrg Acq 1, LLC (663 participants) and Little Falls Hospital (230 participants).
How much does Morgan Stanley Smith Barney Ll earn in commissions?
Insurers reported $52,472 in broker commissions paid to Morgan Stanley Smith Barney Ll for plan year 2025, per Schedule A Part 1.
Where is Morgan Stanley Smith Barney Ll located?
Morgan Stanley Smith Barney Ll is based in New York, NY and has employer clients in 4 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Morgan Stanley Smith Barney Ll 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
Nevada Restaurant Services, Inc. Dba Dotty'SNV2,0392025-12-31
Gmrg Acq 1, LLCKS6632025-12-31
Little Falls HospitalNY2302024-12-31
1 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.