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Benefits Intelligence/Broker Directory/Connecticut

Davis, Philip, Townsend

Brookfield, CT

Davis, Philip, Townsend of Brookfield, CT is the broker of record on 2 Form 5500 Schedule A filings covering 1 employer benefit plans, with $11,821 in reported broker commissions (plan year 2025).

Employer clients
1
distinct plan sponsors
Schedule A filings
2
States served
1
Reported commissions
$11,821
plan year 2025
Reported fees
$1,135

Quick answer

Davis, Philip, Townsend (Brookfield, CT) is the broker of record for 1 employer benefit plan sponsor on 2 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Davis, Philip, Townsend have?
Davis, Philip, Townsend is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are Davis, Philip, Townsend's largest employer clients?
By plan participants, the largest include Morgan Stanley Domestic Holdings, LLC (51,163 participants).
How much does Davis, Philip, Townsend earn in commissions?
Insurers reported $11,821 in broker commissions and $1,135 in fees paid to Davis, Philip, Townsend for plan year 2025, per Schedule A Part 1.
Where is Davis, Philip, Townsend located?
Davis, Philip, Townsend is based in Brookfield, CT.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Davis, Philip, Townsend 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
Morgan Stanley Domestic Holdings, LLCNY51,1632025-12-31

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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.