Morgan Stanley Insurance Service
New York, NY
Morgan Stanley Insurance Service of New York, NY is the broker of record on 5 Form 5500 Schedule A filings covering 3 employer benefit plans across 3 states, with $53,368 in reported broker commissions (plan year 2025).
Quick answer
Morgan Stanley Insurance Service (New York, NY) is the broker of record for 3 employer benefit plan sponsors on 5 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Morgan Stanley Insurance Service have?
- Morgan Stanley Insurance Service is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 3 states.
- Who are Morgan Stanley Insurance Service's largest employer clients?
- By plan participants, the largest include Synergic Healthcare Solutions, LLC (212 participants), Neil Kelly Company, Inc. (152 participants) and Central Connecticut Dermatology Pllc (103 participants).
- How much does Morgan Stanley Insurance Service earn in commissions?
- Insurers reported $53,368 in broker commissions and $18,165 in fees paid to Morgan Stanley Insurance Service for plan year 2025, per Schedule A Part 1.
- Where is Morgan Stanley Insurance Service located?
- Morgan Stanley Insurance Service is based in New York, NY and has employer clients in 3 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Morgan Stanley Insurance Service 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 |
|---|---|---|---|
| Synergic Healthcare Solutions, LLC | FL | 212 | 2024-12-31 |
| Neil Kelly Company, Inc. | OR | 152 | 2025-12-31 |
| Central Connecticut Dermatology Pllc | CT | 103 | 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.