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Benefits Intelligence/Broker Directory/Oregon

Todd Smith,Morgan Stanley & Co Inc

Silverton, OR

Todd Smith,Morgan Stanley & Co Inc of Silverton, OR is the broker of record on 1 Form 5500 Schedule A filings covering 1 employer benefit plans, with $4,580 in reported broker commissions (plan year 2024).

Employer clients
1
distinct plan sponsors
Schedule A filings
1
States served
1
Reported commissions
$4,580
plan year 2024

Quick answer

Todd Smith,Morgan Stanley & Co Inc (Silverton, OR) is the broker of record for 1 employer benefit plan sponsor on 1 Form 5500 Schedule A filing, plan year 2024.

How many employer clients does Todd Smith,Morgan Stanley & Co Inc have?
Todd Smith,Morgan Stanley & Co Inc is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are Todd Smith,Morgan Stanley & Co Inc's largest employer clients?
By plan participants, the largest include The Mcpherson Companies, Inc. (265 participants).
How much does Todd Smith,Morgan Stanley & Co Inc earn in commissions?
Insurers reported $4,580 in broker commissions paid to Todd Smith,Morgan Stanley & Co Inc for plan year 2024, per Schedule A Part 1.
Where is Todd Smith,Morgan Stanley & Co Inc located?
Todd Smith,Morgan Stanley & Co Inc is based in Silverton, OR.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Todd Smith,Morgan Stanley & Co Inc 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
The Mcpherson Companies, Inc.AL2652024-12-31

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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.