Morgan Stanley & Co Inc
Atlanta, NJ
Morgan Stanley & Co Inc of Atlanta, NJ is the broker of record on 12 Form 5500 Schedule A filings covering 7 employer benefit plans across 6 states, with $344,396 in reported broker commissions (plan year 2025).
Quick answer
Morgan Stanley & Co Inc (Atlanta, NJ) is the broker of record for 7 employer benefit plan sponsors on 12 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Morgan Stanley & Co Inc have?
- Morgan Stanley & Co Inc is named as broker on Form 5500 Schedule A filings for 7 distinct plan sponsors in 6 states.
- Who are Morgan Stanley & Co Inc's largest employer clients?
- By plan participants, the largest include Suffolk Transportation Services, Inc (3,933 participants), Flat Rock Metal (365 participants) and The Mcpherson Companies, Inc. (264 participants).
- How much does Morgan Stanley & Co Inc earn in commissions?
- Insurers reported $344,396 in broker commissions paid to Morgan Stanley & Co Inc for plan year 2025, per Schedule A Part 1.
- Where is Morgan Stanley & Co Inc located?
- Morgan Stanley & Co Inc is based in Atlanta, NJ and has employer clients in 6 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming 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.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Suffolk Transportation Services, Inc | NY | 3,933 | 2025-12-31 |
| Flat Rock Metal | MI | 365 | 2025-12-31 |
| The Mcpherson Companies, Inc. | AL | 264 | 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.